Relationship Manager: Insurance - NGIB - East London
(1997-07 - 2025-09)
- New Bonds – arrange cover
- New Finance – arrange cover
- Renewals – houseowners / personal and commercial
- Rebroking exercise
- Endorsements – process
- Claims – register / appoint assessor / Finalise claim
- New Business - Commercial
Commercial Underwriter - Fidelity Bank - Port Elizabeth
(1994-09 - 1997-03)
- NEW BONDS - Instructions received from bond department, Open file – obtain quotes – write to client, Bond registered - arrange cover, Original policy to bond department, Copy to client, With other broker – write to confirm cover requesting original policy – check if in order
- RENEWALS - Receive renewal documents – check rates & s/insured, Copy of renewal to client – renew Riot, Original schedule to bond department
- REBROKING EXERCISE - Undertake rebroking exercise to obtain most competitive rate on client's behalf
- ENDORSEMENTS - Instructions received from client re amendments – e.g. new tenants, Write to insurer requesting survey and amend rates, Confirm in writing to client, Endorsement received – do amended debit with letter to client, Original endorsement to bond department
- PROPERTY VALUATION - Received from valuator, Do calculation, Write to client – over / under insured, Do follow-up if no instructions received, Instructions received – advise insurer
- JOURNALS - Writing out of journals
- CLAIMS - Register claims / open files / follow-up to finalisation
- SWITHCBOARD - Relief duties minimum 1 hour per week
- MAIL LIST - Punching on computer
- ALL EX E.P.B.S. CLAIMS / COMMERCIAL LINES / HOUSEOWNERS - Check the rates, Check the renewal documents, Arrange surveys where necessary, Check on excesses that have been imposed, Advise client of excess and reason why excess imposed, Do follow-up letters to see if insurers' requirements have been met, Register claim, Appoint assessor where necessary, Notify insurance company, Confirm in writing to client, Forward all documentation to insurance company for payment
Claims Clerk - Aegis Insurance - Port Elizabeth
(1994-03 - 1994-08)
- Open claims files
- Register claims on computer
- Appoint assessors
- Authorise repairs
- Draw cheques on computer
- Liase with third party
- Enter journals on computer
- Make amendments and finalise claims
Commercial Underwriter - Fidelity Bank - Port Elizabeth
(1992-08 - 1994-03)
- New bonds – arrange cover
- Renewals – receive / check / send to client
- Rebroking exercise – competitive rate
- Endorsements – amendments to policies
- Property valuations – check if client is over / under insured
- Journals – writing / entering on computer
- Mail list –banking of cheques on computer
- Claims – list cases
- Relief switchboard
Girl Friday - Genrics Services Pty Ltd - Port Elizabeth
(1990-01 - 1991-02)
- Stock Control / Kardex System
- Buying
- Telesales / order taking
- Invoicing
- Customer liaison
- Reception duties
- Typing
