Required Knowledge, Skills, and Abilities
Providing telephonic/email support to the intermediary on record, authorized representatives from the brokerage, and broker services.
Dealing with general insurance and policy-specific enquiries.
Handling the issuance of new policies, policy maintenance, endorsements, and renewals.
Assisting to resolve all insurance queries within required timeframes and compliance requirements.
Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books.
Processing amendments such as changes in risk address, vehicle details, and client personal information.
Managing client expectations on expected turnaround times for submitted requests.
Adhering to underwriting criteria and regional requirements.
Assisting with profiling the client with the most suitable personal lines product and underwriting criteria.
Advising brokers to ensure that they meet clients� needs in terms of the correct cover and product.
Assisting in implementing solutions for process improvement.
Standing in for Consultants during busy periods or when colleagues are on leave, assisting where required.
Ensuring adherence to quality, compliance, and accreditation standards.
Conducting efficient administration and record-keeping.
