Job Competencies for Assistant Brokers
Job Competencies for Assistant Brokers
Support
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Skills required
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Qualification Programs |
- Implement new or renewed insurance program for a client.
- Place Client Insurances with Insurers and confirm Insurance Cover with Client.
- Provide Client Claims Services.
- Keep management and colleagues appropriately informed about his/her work.
- Prove administrative support to other members of the team as required.
- Work with others to achieve objectives.
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Sales and Marketing
| Skills Required |
Qualification Programs |
Contribute as required to the acquisition of a new business:
- Use the telephone as a marketing tool.
- Identify business oppurtunities.
- Use effective negotiation skills
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Providing advice as a Tier 2 general insurance adviser
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Client Services
| Skills Required |
eLearning Courses |
- Respond to enquiries and requests for action from clients and prospective clients.
- Ensure that the current insurance needs of a portfolio of clients are fully met to the satisfaction of the clients.
- Acquire and collate information from clients to their insurance needs.
- Present recommendations and options to clients and to agree and recieve instructions on their implementation.
- Prepare quotation and placing slips for insurers.
- Keep clients appropriatley informed about matters related to their insurance. Record and document changes in client's insurance cover as they occur.
- Prepare Insurance Manuals and Insurance Schedules for clients.
- Process, track, record and ensure timely settlement of client's insurance claims
- Track and record the reciept of policies.
- Invoice clients and ensure collection of premiums.
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Customer Service in a Brokerage 1
Customer Service in a Brokerage 2
Ongoing customer service as a Tier 2 Adviser |
Operations and Compliances
| Skills Required |
eLearning Courses |
- Apply company systems.
- Adhere to compliance with statutory and industry requirements and codes.
- Maintain record systems as required
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Technical Knowledge
| Skills Required |
eLearning Courses |
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Knowledge of the industry and market
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Personal Effectiveness
To use personal effectiveness techniques at a level appropriate to the position
| Skills Required |
eLearning Courses |
Use a personal computer and systems.
Use of spreadsheets business writing
Use of the telephone.
Ability to articulate and present ideas.
Personal work planning.
Problem solving and decision making.
Career Development.
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