BROKER, UNDERWRITER, CLAIMS SUPPORT
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TEAM PLAYER IN DRIVING BUSINESS STRATEGIES WITH THE ABILITY TO WORK INDIVIDUALLY IN A FAST MOVING ENVIROMENT. BUILD AND MAINTAIN RELATIONSHIP WITH ALL BUSINESS UNITS
Securing and concluding new business from quotation, proposal and inception on personal and commercial risks. Ensure proposal are uploaded timeously for audits.
Closing sales deals by negotiating values and basic pricing structures to best serve both the business and client needs. Conducts thorough due diligence research leveraging various resources and channels of information to identify or understand prospect accounts or target sales expansion opportunities.
Amendments and underwriting on existing business. Registration of claims, allocation, assessment and finalisation. Present claim disputes to the Complaints Resolution Committee.
Maintains account relationships and works to ensure the business is viewed as a preferred vendor. Oversees the sales process from start to finish to ensure service quality and general transactional satisfaction.
Collaborate with business units in the banking sector on lead generation and submission of reports thereof.
Review renewals.
Negotiate with insurers on rates and endorsements.
Build and maintain relationships with clients and insurers.
Team player in driving business strategies. Take ownership of new projects with different business units in the retail banking sector.
FICA TRAINING ASSESSMENT SEPT 2023
Short Term NQF4 (2009) - Damelin Banking & Insurance. Now known as Milpark Business School.
First Level RE (2011) - Moonstone
Absa Brokers Personal Lines with Honours (2002) - Absa Brokers
Auto & General Broker Training Course (2002)
