Key Accountabilities/Core Competence Indicators:
Pre Renewal Preparation / Service
- Follow-up on emails from brokers and colleagues requesting for renewal information.
- Verification that all information received from clients is in order.
- Preparation of renewal information package for brokers.
- Maintain broking files and documents (physical and electronic files, emails, etc).
- Preparation of Slips / Cover Notes for brokers to verify.
- Maintain marketing and placement sheets.
- Work with brokers on signed lines to achieve contract certainty.
Post Renewal Preparation / Service
- Finalise slips which will be sent to the Reinsurers.
- Cover Notes prepared for all confirmed contracts.
- Monitor the return of all counter-signed Reinsurer and Reinsured signing pages.
- Update NetReibs correctly and efficiently.
- Prepare brokerage reports for brokers to check and confirm.
- Prepare Endorsements and Addendums when required.
- To inform the Technical Accounts Division once XOL contracts are ready for invoicing (Brokers to second-check Invoices and confirm to Technical Accounts Division).
- To maintain proper records for all Special Acceptances.
- To assist brokers in preparation of any reports required by them or management.
- Assist brokers with meeting arrangements as & when required.
Generic Knowledge and Skills Required
- Possess knowledge in administrative work relating to Treaty reinsurance (preferred with at least 2 to 3 years of experience in treaty reinsurance)
- Possess Certificate in General Insurance (CGI) or exempted qualifications.
- Have a keen eye for details and accuracy
- Able to draft Slips / Cover Notes
- Possess knowledge on Contract wordings and market norms / requirements
- At all times behave in a way that upholds and promotes the good name and reputation of UIB Group
- Deal honestly and fairly with colleagues, clients, and others within the insurance profession
- Take responsibility for own learning and development. Keep up-to-date with best practice and legal developments relating to your own field of expertise. To meet all external and internal training requirements.
- Able to work independently and in a team
- Works with professionalism and business etiquette
- Good skills with individual application in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
- Able to work under pressure with efficient time management
