Technical Broker Short Term Insurance (AA) - - Stellenbosch

Technical Broker Short Term Insurance (AA)

Area: Stellenbosch, Western Cape

Package: R50000 CTC P/M (negotiable) Package includes basic salary, plus medical aid and provident fund

Purpose of the position: To deliver an efficient client service relating to the Technical Broking process; from quoting stage to policy updates, renewals and cancellations as well as contribute to advice given to clients and the rest of the business. To also support the Account Executives and Claims teams.

Key Performance Areas

Contribute ideas to operational and process efficiencies to facilitate service delivery
Work within agreed service levels (AEs etc.)
Ensure adherence to the procedures and processes
Handle insurer queries
Build and maintain relationships with insurers and relevant stakeholders
Support AEs and Claims to handle client queries where needed
Maintain control over all deliverables and deadlines to the benefit of clients
Liaise with the insurers on behalf of the Account Executives
Ensure data integrity and recording (save information in a central location for all to access,
etc.)
Follow peer review process on all work product, discuss with colleague where needed and

escalate key issues to the Technical Broking Manager

Follow Standard Operating Procedures and escalate any improvement areas
Explain cover options and outcomes to AE
Ensure all policy documents are received, checked and filed
Comply with all applicable regulatory requirements (Fit & Proper)
Mitigate any possible Professional Indemnity exposure
Request and attend regular product training
Meet client service standards
Communicate regularly with the client, service providers and insurers, Account Executives,

Finance and any other relevant stakeholders

Maintain good working relationships with clients, demonstrating energy and enthusiasm
Maintain best practice industry knowledge and work to implement the learnings within the

Technical Broking environment

Advocate Treating Customers Fairly principles: internal clients and external third parties

(potential new clients)

Required qualifications, skills and experience

RE5
NQF Level 4 Short Term Insurance (Non-Life) 120 credits preferred
Minimum 5 years relevant experience
- Delivery focused
- Initiates action
- Leads and adapts to change
- Demonstrates integrity
- Builds relationships
- Good communication skills
- Client service
- Attention to detail
- Time management
- High stress tolerance
- Prioritising skills
- Computer literacy
- Team player