Senior Broking Executive

• Mar 2018 - Present

Broker

• Aug 2014 - Mar 2018

An account executive role specialising in SME clientele. Working in all aspects of insurance administration, sales, retention and customer service as a broker. Gaining valuable experience to work proactively to achieve goals; work effectively without close instruction; acting to achieve goals beyond minimum requirements with constructive thinking. Key Responsibilities: - Maintaining a large book of SME- Building and maintaining ongoing relationships with clients, assessing their insurance needs and risk profile whilst providing a high level of client/customer service- Researching insurance programs suitable for clients needs and arranging accordingly- Management of entire claims process - Developing relationships with underwriters and other professionals within the industry- Maintaining a sound technical understanding of all insurance products and services- Maintaining a basic understanding of relevant insurance and legislation policies

Claims Consultant

• Apr 2009 - Jul 2014

Provided advice on making a claim and the processes involved; processing new insurance claims notifications; collecting accurate information and documents to proceed with a claim; analysing a claim made by a policymaker; guiding policyholders on how to proceed with the claim; monitoring the progress of a claim; ensuring fair settlement of a valid claim; building relationships with loss adjusters and other professionals involved in the claims process; ensuring the customer is treated fairly and that the customer receives excellent service in accordance with industry and company guidelines; handling any complaints associated with a claim; adhering to legal requirements, industry regulations and customer quality standards set by the company.Other activities included:- Customer Service: Providing customer services at reception, over the phone and electronic communication. Respond to all customer enquiries providing support and guidance as required.- Data Processing: Process quotes, new business, endorsements, cancellations and refunds to clients.- Debtor Control: To ensure collection of the banks debtors’ book in order to optimise cash flow, minimize risk and reduce outstanding debtor’s book to an acceptable level. To ensure the company policies and procedures are adhered to in respect of handling debtor accounts. To timeously alert the management to potential collection problems. - Client Portfolios: Prepare client portfolios with relevant documentation, with important attention to detail.