Partnerships And Digital Underwriting Associate

Knowledge, experience and qualifications required:

• Bachelor’s degree (insurance option preferred).
  
• At least one-year experience in the insurance industry.
  
• Computer literate.
  

Technical/ Functional competencies:

• Knowledge of insurance regulatory requirements.
  
• Knowledge of insurance products.
  
• Sales and marketing management skills.
  
• Diplomatic in handling client relationship.
  

Leadership category responsibility framework (Core Competencies):

Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimize output and profitability against time, cost and team targets.
  
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation.
  
• Ensure that department priorities are adhered to and effectively communicated.
  
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate.
  
• Embody a high performance, proactive culture.
  
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimize operational effectiveness.
  
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making.
  
• Effectively set and monitor priorities and objectives for more junior staff.
  
• Understand and communicate objectives in relation to the larger organizational impact.
  
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management.
  
• Appropriately model the company values while setting the pace and energy for delivering.
  
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness.
  
• Provide access to accurate and consistent information and services across all channels.
  
• Ensure a seamless experience for clients.
  
• Improve service delivery for clients.
  
• Engage in continuous brand building to become the trusted partners to clients.
  

Knowledge, experience and qualifications required:

• Bachelor’s degree (insurance option preferred).
  
• At least one-year experience in the insurance industry.
  
• Computer literate.
  

Technical/ Functional competencies:

• Knowledge of insurance regulatory requirements.
  
• Knowledge of insurance products.
  
• Sales and marketing management skills.
  
• Diplomatic in handling client relationship.
  

Leadership category responsibility framework (Core Competencies):

Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimize output and profitability against time, cost and team targets.
  
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation.
  
• Ensure that department priorities are adhered to and effectively communicated.
  
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate.
  
• Embody a high performance, proactive culture.
  
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimize operational effectiveness.
  
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making.
  
• Effectively set and monitor priorities and objectives for more junior staff.
  
• Understand and communicate objectives in relation to the larger organizational impact.
  
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management.
  
• Appropriately model the company values while setting the pace and energy for delivering.
  
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness.
  
• Provide access to accurate and consistent information and services across all channels.
  
• Ensure a seamless experience for clients.
  
• Improve service delivery for clients.
  
• Engage in continuous brand building to become the trusted partners to clients.
  

• Assess the proposed risk within set standards.
  
• Keep detailed and accurate records of policies underwritten and decisions made.
  
• Review proposal forms.
  
• Release policy documents, endorsements, valuation report to clients.
  
• Communicate with clients on the renewal terms.
  
• Maintain high standards of customer service - responding to clients’ enquiries; (walk-in clients, telephone and emails).
  
• Liaise with intermediaries on issues relating to their policies.
  
• Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.
  
• Issue policy documents of general business.
  
• Generate renewal notices for all renewal business.
  
• Delegated Authority: As per the approved Delegated Authority Matrix.