P & C Officer

 

Description:

Placement of Insurance Policies:

· Collaborate with insurance carriers to obtain quotes and negotiate policy terms and conditions.

· Analyze client needs and risks to identify appropriate insurance solutions.

· Prepare accurate and comprehensive insurance submissions for underwriting purposes.

· Review policy documentation to ensure accuracy and compliance with regulatory requirements.

 

Client Service Management:

· Serve as the primary point of contact for clients regarding policy inquiries, changes, and claims.

· Provide prompt and accurate responses to client inquiries, addressing concerns and resolving issues efficiently.

· Conduct policy reviews to assess coverage adequacy and identify opportunities for upselling or cross-selling.

· Assist clients with policy renewals, endorsements, cancellations, and other service-related processes.

 

Relationship Management:

· Develop and maintain strong relationships with insurance carriers, fostering productive partnerships.

· Stay up-to-date with industry trends, market conditions, and changes in insurance products and regulations.

· Collaborate with insurance carriers to negotiate competitive terms and secure favorable policy conditions for clients.

· Attend industry events and networking activities to expand professional contacts and enhance business opportunities.

 

Documentation and Reporting:

· Maintain accurate and organized client records, policy documentation, and correspondence.

· Generate reports and provide regular updates to management on placement activities, service metrics, and client feedback.

· Ensure compliance with internal policies, industry regulations, and data protection requirements.

 

Qualifications:

· Bachelor's degree in Business, Finance, Risk Management, or a related field.

· In-depth knowledge of insurance products, coverage types, and policy wordings are preferred.

· Strong negotiation and communication skills to effectively interact with clients and insurance carriers.

· Excellent attention to detail and ability to analyze complex insurance information.

· Proficiency in and MS Office Suite.

· Professional certifications such as Chartered Insurance Institutes (CII) are preferred

· Strong organizational and time management abilities to handle multiple tasks and prioritize effectively.

· Demonstrated problem-solving skills and ability to work independently as well as part of a team.