JOB SUMMARY

Determine whether or not a potential customer should be insured and, if so, recommend a suitable premium to take on such risk.

PRINCIPAL ACCOUNTABILITIES.

• Ensure proper records of security documents maintained, ie motor certificates are safely secured and accounted for.
• Continually review the performance of Accounts/Brokers within the section for follow up accounts that are not performing well.
• Ensure timely and accurate quotation for business and follow up on the same and thereafter filing monthly reports detailing renewal capture and status of un-renewed business.
• Follow up on premium collection and enforce the credit control policy to ensure that premiums are collected in good time.
• Ensure accuracy of renewal notice and timely preparation of renewal terms for major accounts while ensuring that a copy of such terms is maintained for reference purposes.
• Signing of security documents eg certificates, COMESA cards, invoices within authority limits for accountability.
• Marketing of company products and services to brokers and walk in clients.
• File weekly and monthly reports detailing the outstanding work position which includes ageing analysis for purposes of follow up by the Marketing department

Qualifications and experience

• University degree
• Basic Insurance qualification

Skills and competencies

• Good communication and negotiating skills
• Good interpersonal skills
• Thorough understanding of policy covers/wordings and their interpretation as pertaining to claims