Broking Sales Coordinator

Purpose of Job

To provide administrative and technical support to the Sales Team by working to ensure that the team executes the insurance needs and requirements of our clients through market knowledge and auxiliary services to the client’s satisfaction. The support is intended to ensure that new business and retention targets are met.

Principal Responsibilities

Technical insurance support

• Provide technical support to Account Executives; specifically, in analyzing client needs, specifications and quotations
• Identify exposure to loss and recommend appropriate coverage in coordination with the sales team.
• Check summaries of insurance, schedules and proposals
• Review insurance registers; verify accuracy and facilitate corrections, as needed, between Broking services and Broking sales.
• Work closely with the Account Executives to manage receivables collection
• Check & submit proposals, IPF’s, lost certificates etc. and follow up for timely return.
•  Follow up to ensure timely receipt of quotations and policies.

Administrative support

• Accompany Account Executives on prospect and client meetings as requested by Account Executives and assist with meeting notes preparation.
• Prepare slips and dispatch based on renewal criteria.
• Ensure that all accounts due for renewal are tasked in a timely manner in coordination with the sales team.
• Use the company credit and collection policy pursuing prompt payments.
• Request cancellations from the Insurer according to company standards. 
• Determine reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Account Executive(s)/Manager.
• Tasks midterm changes and follows up on instructions to insurers to ensure accurate and timely resolution

Minimum education and experience

• Bachelor of Science in Business Administration
• College education &/or a minimum of 3 years insurance experience
• FSC registration

Key Competencies

• Communication proficiency
• Customer/Client focus
• Time management and prioritization skills
• Interpersonal skills
• Organizational skills
• Knowledge of local insurance products and usage’s. Knowledge of insurance markets and reference to markets.
• Knowledge of insurance rating and underwriting procedures
• Ability to communicate orally and in writing with others to explain complex issues, receives and interprets complex information, and responds appropriately.