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Job Competencies for Assistant Brokers

Support 

• Implement new or renewed insurance program for a client
• Place Client Insurances with Insurers and Confirm Insurance Cover with Client
• Provide Client Claims Service
• Keep management and colleagues appropriately informed about his/her work.
• Provide administrative support to other members of the team as required.
• Work with others to achieve objectives

Sales and marketing  

Contribute as required to the acquisition of new business:

• use the telephone as a marketing tool
• Identify business opportunities
• Use effective negotiation skills

Client service  

• 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 on their insurance needs.
• Present recommendations and options to clients and to agree and receive instructions on their implementation.
• Prepare quotation and placing slips for insurers.
• Keep clients appropriately informed about matters related to their insurance. Record and document changes in clients' insurance cover as they occur.
• Prepare Insurance Manuals and Insurance Schedules for clients.
• Process, track, record and ensure timely settlement of clients' insurance claims
• Track and record the receipt of policies.
• Invoice clients and ensure collection of premiums

Operations & compliance 

• Apply company systems and procedures
• Adhere to compliance with statutory and industry requirements and codes.
• Maintain record systems as required.

Technical knowledge 

• Knowledge of the industry and market.

Personal effectiveness 

To use personal effectiveness techniques at a level appropriate to the position:

• Use of 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

Develop Workplace Priorities
Personal and professional development as a broker
Collect, analyse and use information
Interpersonal skills for Tier 2 advisers
Business writing skills
Essential communication skills
Effective workplace communication

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