Private Broker
Do you have Personal Lines experience within the Short-Term insurance industry? Looking
to grow your career? Read on!
Our client is hiring a Private Broker; this is a hybrid role working both virtually andfrom our office in Cape Town.
The role of a private broker is to manage, oversee, grow and administer a portfolio of high-net-worth clients in line with the MOS and servicing and growth strategies.
What the day will look like: Responsible for a portfolio of client accounts.
Developing and leading and improving the day-to-day relationship with clients.
Manages and co-ordinates all activities related to the portfolio of clients.
Building and updating a client profile of risks and needs analysis per client.
Responsible for all renewal activities, including preparation of renewal documents, renewal notifications renewal meetings with clients as well as cancellation letters.
Responsibility for and ownership of tasks and problems relating to clients.
Providing professional and accurate advice to clients, including information is inrespect of cover, exclusions, underwriting requirements and terms and conditions.
Generating referrals from clients through excellent service, accurate advice andknowledge of insurance.
Liaises and develops relationships with colleagues across the business and otherkey role players in the High-Net-worth environment.
Increases cross sell opportunity at all times.
Skills and experience:
Qualifications.Grade 12 (matric).
A Bachelors degree is preferable.
Registration as a representative with the FSCA in terms of the FAIS Act.Registration as an associate with the IISA.
Knowledge.Digital literacy with sophisticated experience in MS Word and Excel.
A well-developed working knowledge of relevant product offerings in the short-terminsurance industry.
Know-how in respect of compliance and quality control in the insuranceenvironment.
An excellent functional knowledge of policy wordings.
Knowledge enabling the incumbent to expertly articulate Aons propositionSkills and Attributes.
Well-developed analytical and technical and problem-solving skills.
Well-developed written and verbal communication skills.
Good interpersonal skills
Experience.Have a minimum of 5 to 10 years experience with personal lines' insurance.
Have significant experience in the short-term insurance industry.
Have extensive experience with high-net-worth clients in the short-term insuranceindustry.