Support the service needs of clients through advisory skills, market knowledge and follow up and excellent customer service delivery. The role involves analyzing the needs of clients, surveying the market, advising clients by making recommendations and providing suitable placement of the needed insurance coverage for clients.
Principal Responsibilities:
- Assess clients and assist with their insurance needs as it pertains to their motor vehicle and homeowners insurance needs.
- Identify and ecure suitable markets and discuss with clients for implementation.
- Bind coverage with Insurance companies and prepare accurate documentation in accordance with service standards.
- Interview and provide professional advice to clients on insurance matters, as needed
- Ensure that all assigned follow ups are completed by scheduled dates.
- Ensure all POCA requirements are current for all client accounts.
- Anticipate, initiate and provide advice on matters pertinent to the proper protection of assets and liabilities of the client.
- Ensure proper compliance reviews with the relevant documentation is done for all clients accounts.
Minimum education and experience:
- One or two years experience in a Customer service capacity within the insurance industry.
- Passes in four GCE O'Level or CXC subjects (General Proficiency Level) including Mathematics and English Language.
- Working knowledge of Motor and Property classes of General Insurance.
- Registered Salesman in Motor and Property classes of business.
- Excellent Communication skills
- Customer/Client focus
- Time management and prioritization skills
- Excellent negotiation skills
- Interpersonal skills and Organizational skills
- Sound knowledge of local insurance products and usages.
- Sound knowledge of insurance markets and reference to markets.
- Knowledge of insurance rating and underwriting procedures
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