Key Responsibilities

• Answering telephone calls at all times
• Prepare quotes and issue new policies and renewals within established limits and according to documented procedures.
• Input data into the underwriting software system.
• Perform any other duties as assigned by the Chief Executive – Europe, Senior management or the Core team

Key Accountabilities

• Deliver a high level of customer service to clients and introducers/intermediaries during face-to-face contact, on the telephone and by email.
• Liaise with clients, introducers/intermediaries, claims unit and/or underwriting regarding clients’ claims or clients’ insurance needs.
• Liaise with, assist Finance Department with direct, and introducers/intermediaries queries.
• Collect premium payments for all Personal Lines clients. Deal with daily cash income from clients and equally balance the entries by the end of each day.
• Chase clients and introducers/intermediaries for renewals and make appropriate notes on the underwriting  system.

Key Success Factors

• Generate and complete Personal Lines monthly renewals, update to ensure accurate and issue.
• Ensure that all the necessary renewal documentation and renewals are issued to clients/ introducers/intermediaries within the required timeframes.
• Follow up of Direct Personal Lines and introducers/intermediaries renewals to ensure payments or instructions are received prior to expiry date.
• Assist with credit control as required.
• Individual performance objectives will be set on an annual basis.