Personal Lines Broker

Personal Lines Broker - JhbFull job descriptionInsurance Brokerage in Johannesburg North is seeking a dedicated Insurance Broker to oversee clients' short-term insurance needs, ensuring unparalleled personalized service and standards maintenance.Responsibilities include:Servicing existing portfolios and providing quotationsAssisting clients telephonically and confirming instructions in writingCompleting voice logging system and maintaining detailed recordsHandling written instructions for policy changes and ensuring timely actionManaging changes on CIMS system, generating documents, and sending to clientsMaintaining a diary for follow-ups and addressing outstanding information/documentationAdvising clients on insurance needs and keeping detailed working notesContacting clients for cancellations and retention effortsAddressing client-specific issues promptlyRaising renewals and ensuring accuracy of informationIncreasing sums insured and amending premiums accordinglyHandling motor insurance adjustments and valuationsReferring policies with high loss ratios to managementAdding relevant endorsements to policies at renewalGenerating and processing renewal letters within specified timelinesHandling new business requirements and providing quotationsAttending company events and initiatives as requiredLiaising with underwriters for policy limits and approvalsManaging premium collections and follow-ups with accounts departmentEnsuring compliance with company policies and FAIS regulationsMaintaining up-to-date documentation for all processesFor more information please contact:Ciszeldi van Dyk