jOpportunities At Britam insurance
Job purposes
Reviewing proposal forms,
verifying client’s data, assessing the proposed risk within set standards,
counterchecking the terms of the policy as well as reviewing the conditions of
the policy
Key responsibilities
1. Assess the proposed risk
within set standards
2. Keep detailed and accurate
records of policies underwritten and decisions made
3. Review proposal forms
4. Release policy documents,
endorsements, valuation report to clients
5. Communicate with clients on
the renewal terms
6. Maintain high standards of
customer service – responding to clients enquiries; (walk-in clients, telephone
and emails)
7. Liaise with intermediaries and
direct clients on issues relating to their policies
8. Apply the credit control
policy by ensuring that debit/credit notes raised are mailed and that they
reach the clients/intermediaries within the shortest time possible.
9. Issue policy documents of
general business
10. Generate renewal notices for all
renewal business
Perform any other duties as may
be assigned from time to time
Key Performance Measures
• Renewal retention ratio
• Claims ratio
• Customer turnaround time
• Debtors ratio
• Compliance to underwriting
standards
Working Relationships
Internal Relationships:
• Accountable to the Assistant
Underwriting Manager-Direct
• Required to liaise and work
closely with the other departments as may be necessary
External Relationships:
• Britam customers
• Insurance sector players
Knowledge, experience, and
qualifications required
Knowledge, experience, and
qualifications required
1. Bachelor’s degree (insurance
option preferred)
2. At least one experience in the
insurance industry
3. Experience in customer, market
and competitor understanding
4. Knowledge of insurance
regulatory requirements
5. Knowledge of Britam products
Essential Competencies
1. Learning and Researching:
Rapidly learns new tasks and
commits information to memory quickly; demonstrates an immediate understanding
of newly presented information; gathers comprehensive information to support
decision making at management level; learns from successes and failures and
seeks colleague and customer feedback.
2. Working with People:
Shows respect for the views and contributions
of other team members; shows empathy; listens, supports and cares for others;
consults others and shares information and expertise with them; builds team
spirit and reconciles conflict; adapts to the team and fits in well.
3. Applying Expertise and
Technology:
Applies specialist and technical expertise;
uses technology to achieve work objectives; develops job knowledge and
expertise (theoretical and practical) through continual professional
development; demonstrates an understanding of different organisational
departments and functions.
4. Delivering Results and Meeting
Customer Expectations:
Focuses on customer needs and
satisfaction; exhibits high standards for quality and quantity; monitors and
maintains own quality and productivity; works in a systematic, methodical and
orderly way; consistently achieves projects goals.
5. Following Instructions and
Procedures:
Follows procedures and policies;
keeps to schedules; arrives punctually for work and meetings; demonstrates
commitment to the organisation; complies with legal obligations and safety
requirements of the role.
6. Adhering to Principles and
Values:
Upholds ethics and values; demonstrates
integrity; accepts diversity; display individual responsibility towards the
community and the environment; models the organisational values during every
day interactions.
DEADLINE:
18-05-2018