Personal Lines Broker - JHB - Northern Suburbs at RAD Resources

Responsibilities include:

• Servicing existing portfolios and providing quotations
• Assisting clients telephonically and confirming instructions in writing
• Completing voice logging system and maintaining detailed records
• Handling written instructions for policy changes and ensuring timely action
• Managing changes on CIMS system, generating documents, and sending to clients
• Maintaining a diary for follow-ups and addressing outstanding information/documentation
• Advising clients on insurance needs and keeping detailed working notes
• Contacting clients for cancellations and retention efforts
• Addressing client-specific issues promptly
• Raising renewals and ensuring accuracy of information
• Increasing sums insured and amending premiums accordingly
• Handling motor insurance adjustments and valuations
• Referring policies with high loss ratios to management
• Adding relevant endorsements to policies at renewal
• Generating and processing renewal letters within specified timelines
• Handling new business requirements and providing quotations
• Attending company events and initiatives as required
• Liaising with underwriters for policy limits and approvals
• Managing premium collections and follow-ups with accounts department
• Ensuring compliance with company policies and FAIS regulations
• Maintaining up-to-date documentation for all processes