Internal Broker at NMG Benefits

Role Overview :

To provide a service to Customers, Stakeholders, NMG provincial offices, and Underwriters by resolving insurance policy queries on products according to business needs. To facilitate the development of customer loyalty through dynamic customer relationship management and to consistently portray a corporate image aligned to the culture of our organisation.

Job Specifications: Key Performance Objectives

• Important to note: Our current Clients are Professionals in the Built Environment (eg Architects, QSs, Engineers) Legal, Accounting and Financial sectors
• The Insurance companies and Underwriters we support are all specialists in these insurance Products and types of Clients/Professions.
• The Job focus is on our main insurance products for these types of Clients i.e. Professional Indemnity and/or Civil Liability, related Crime/Fidelity, Directors & Officers Liability.

Responsibilities include but are not limited to: 

• Responding to Clients/potential Clients requests / queries and maintaining excellent CRM
• Contacting and dealing with Clients/potential Clients on outstanding information or marketing matters
• Preparing and sending out proposal forms to Clients and/or potential Clients
• Dealing with Insurers/Underwriters on any queries and obtaining quotations
• Checking and verifying quotations from Insurers/Underwriters
• Preparing and sending out quotations to Clients/potential Clients. NB - on “Scheme” quotations, adhering strictly to Scheme Binding Authorities with Insurers
• Assisting with monthly Management Accounts and reports to Management and Credit Control
• Sending out of renewal notices and letters and following up sending reminders
• Follow up on outstanding information/renewals from clients
• Maintaining and loading data into the TIAL policy administration and quotation systems eg see following:- Tial system includes
• Raising of invoices
• Loading of policies, checking for accuracy prior to sending to client and underwriter
• Uploading of client documentation to Tial/share drive
• General
• Assist Senior Accounts Executives and NMG RM Director as and when required

Qualifications:

• Matric
• RE5
• COB (Class of Business) and be FAIS Compliant in terms of Commercial Lines
• Short Term Insurance Certification advantageous
• Wealth management Certification advantageous

Requirements/Attributes:

• At least 2-3 years experience in Professional Indemnity Insurance
• Willingness and aptitude to undergo further training and specializing in Financial and Professional Risks
• Attention to detail and focus on the tasks at hand
• Completion of tasks in a timeous and correct manner
• IT competency
• Excellent verbal and written communication skills
• Tial competency or similar Policy Administration systems
• Able to execute tasks without constant supervision
• Willing and able to work from Offices (in Bryanston)