Motor Vehicle Insurance Broker

Job Responsibilities

Describe the job role and the day to day

tasks involved.

Obtain quotations from a panel of insurance underwriters, either by

use of an online quoting system or by the completion of a form which

is sent by email.

The employee will need to find the information requested by the

online system or form in the package of information we provide, and

accurately transfer that information into the quoting system or form.

Upon the Account Manager’s instructions, the employee will be

requested to complete:

 Update new Quotations in WinBEAT

 Premium Funding Rollover

 Renewal

 transfer renewal

 bind a policy

 complete the correct email to the Account Manager

 Save all communications in the Document Management

System (DMS).

 Update the renewal spreadsheet for the Account Manager

 Full term/end term cancellations

 renewal policy amendments as required

Qualifications

Describe the qualifications the staff must

have in terms of skills and capabilities

Excellent reading and writing in English, and good numeracy are the

only essential skills.

Familiarity with the concepts of insurance business may assist an

employee to “get up to speed” more quickly; but the right person

will pick it up very quickly.

Competencies/Personality

Traits

Concentration and attention to detail. Consistency of performance.

Prior Experience

Describe the prior working experience a

candidate should have.

Some experience in business correspondence would be

advantageous. Our employees represent us to our underwriters

(insurance providers) and must be able to compose an email that

displays our business in a professional manner.

Performance Measurement

How can we measure performance for

this job profile (KPIs/Metrics/Targets)

• The number of tasks completed (market comparisons).

• The percentage of assigned tasks completed.

• Feedback from onshore staff and underwriting staff