Skills / Knowledge / Abilities:

·         NQF 4 and RE exams passed

·         At least 3-5 years Marine Experience

·         Ability to work independently

·         Time Management

·         Strong analytical and problem solving skills, takes initiative and pays attention to detail

·         Ability to exercise independent judgement and make sound underwriting decisions

·         Strong knowledge of MS Office as well as ability to be quick paced in learning other business related software

·         Existing Market Relationships and a great communicator who can work with people at all levels

·         Sales experience, following up on leads and well adversed in the New Business process

Duties and Responsibilities include, but is not limited to:

·         Adherence to Marine Standard Operating Procedures, Marine Service Delivery and Turnaround Times

·         Determines acceptability of risk in accordance with company guidelines and standards.

·         Recommends appropriate pricing and coverage modifications or enhancements for risks after complete analysis and consideration of needs analysis risk documentation and business factors.

·         Prepares written communications on all aspects

·         Verbally notifies Account Executives and/or Client of decisions where appropriate in order to ensure clear understanding

·         Ensure Completed Needs Analysis and / or Proposal forms are obtained iro all Marine Placements including FAC

·         Draft and Issue Pre-Renewal Preparation Pack and submit to AE for onward submission the client

·         Draft and Issue Broking Notes to Market and undertake thorough Market Exercise

·         Draft and Issue tailor made Policy wordings

·         Draft and Issue Endorsements

·         Draft and Issue Export Insurance Certificates

·         Draft and Issue Confirmation of Insurance Letters

·         Issue New Business Quotations (Annual and Facultative) - Import, Export, Inland Transit, Stock-throughput, Hull and Liability and ability to answer questions from Account Executives and Clients alike (internal and external contacts) and escalates issues as necessary.

·         Cross Selling

·         Diary / Daily Task List Management and Renewal Status Report and submit to Marine Manager Weekly (Thursday COB)

·         Assist claims technician in the handling of complex claims (Insurer and Client discussions) e.g. Repudiations, Survey Report queries / disputes  and refer to Marine Manager for further intervention  

·         System A - Processing in its entirety (Invoices and/or Credit Notes and/or endorsements)

·         Compilation and Reporting of Monthly Renewal List and renewal status report iro allocated portfolio

·         Decide financial transactions within mandate (e.g. policy wordings, renewal terms and conditions to quote retention) and submit to Marine Manager for final review prior to submission to AE and Client