Key Responsibilities:

Client Portfolio Management:

• Manage an assigned portfolio of approximately 300 clients, ensuring high levels of service delivery and customer satisfaction.

• Maintain proactive communication with clients to understand their insurance needs and provide appropriate solutions.

Premium & Payment Management:

• Monitor and manage unpaid premiums, ensuring timely follow-ups and resolution.

• Liaise with clients and insurers to resolve outstanding payment issues.

Policy Renewals & Retentions:

• Proactively manage policy renewal processes, ensuring policies are reviewed, updated, and renewed in a timely manner.

• Prepare and present renewal terms and alternatives, conducting risk assessments and portfolio reviews.

• Implement effective client retention strategies, reducing lapse rates and maintaining portfolio value. Policy

Endorsements & Amendments:

• Process policy endorsements efficiently and accurately, including changes in cover, asset details, or client information.

• Maintain precise records and ensure compliance with underwriting guidelines. Underwriting & Quoting:

• Conduct general underwriting duties, including risk assessments and rating.

• Provide competitive quotes for new business opportunities within the existing portfolio.

• Source and compare quotes from multiple insurance providers (re-broking) when necessary to ensure optimal cover and pricing.

Client Engagement:

• Conduct a minimum of 25 client meetings per day via Zoom or telephonic consultation to discuss policy details, renewals, endorsements, and cover adjustments.

• Provide clear and professional advice on cover options, excess structures, policy terms, and risk exposures.

Additional Duties:

• Manage policy cancellations, including conducting exit interviews and offering retention solutions where possible.

• Coordinate tracking device installations for vehicle insurance requirements.

• Arrange valuation services when required to ensure adequate sums insured.

• Process refunds promptly and accurately, in line with company and insurer guidelines.

• Maintain compliance with all legislative and regulatory requirements.