Purpose of Job
We are looking for talent who manages day-to-day placement and servicing of property, casualty, motor and operational liability accounts, including renewals, develops business relationships with clients, review coverage terms, conditions, and pricing on new and renewal accounts for corporate and individual clients. This includes managing operational scope of the broking practice.
Key Responsibilities / Accountabilities
Client Management:
- Review client policies, prepare coverage comparisons, renewal strategies, insurance proposals, verifies accuracy of insurance documentation.
- Follow up with insurers on policy documents, notify insurer of any discrepancies, and amendment.
- Maintain business relationships with clients, understanding their insurance needs.
- Respond to incoming enquiries from clients, insurers and third parties.
- Ensure quotations, memorandum of insurance, and billings are correct and complete.
- Follow up with clients on premiums collection and address premium warranty due date.
- Assist in renewal process, preparation of submission and the gathering of information
- Process of slips, quotes, indications, and endorsements duties.
- Review client's claim status and assist in handling claims where necessary.
- Provide professional advice to clients on queries related to policy coverage, claims preparation and operation and other advisory roles.
- Coordinate site visit arrangement with relevant parties to assess the risk.
- Assist in preparation of accurate claims reports to maintain proper records and facilitate distribution.
- Assist to ensure claims record are maintained accurately and updated according to the timeline required for internal and external reporting.
- Responsible for any ad-hoc tasks assigned from time to time.
Compliance
- Ensure compliance with all applicable Company and/or Group policies and procedures
- Maintain accurate records and deal with correspondence appropriately
Representing the Company
- Any other reasonable duties, as required
Knowledge Experience and Skill
- Diploma or bachelor's degree in actuarial science, economics, business management or related disciplines
- Minimum 4-year of relevant working experience in a similar field.
- Possess relevant knowledge of the principles of General Insurance.
- Ability to work effectively within a team and independently on client management
