Duties shall include but not be limited to the following:
People
- Recruit, orient and train team
- Upskilling of team (technical, regulatory and soft skills)
- Manage a unified team of individuals
- Identify and develop personal growth opportunities within the team
- Manage relationships with insurers and other strategic partners
- Live the company values and The Hereford Way in all that you do
- Create an environment that promotes HRMS’ vision of being an “Employer Of Choice”
Performance
- Ensure underwriting tasks are being processed within our service level agreements
- Ensure best practice by regular monitoring and auditing of work carried out by the team
- Apply cost saving and efficiency principals to underwriting tasks were applicable
- Pro-active performance management of team
- Develop, coordinate, and enforce systems, policies, procedures, and productivity standards.
- Build a team that delivers towards HRMS service standards and vision of being “Broker Of Choice”
Processes
- Manage underwriting mandates/processes in line with insurer and internal guidelines
- Identify trends and recommending improvements
- Ensure that underwriting tasks are dealt with according to industry regulations and Hereford standard
- Manage complaints
- Compiling necessary report for feedback to senior management and insurers
- Effective oversight of the renewal process
- Implement and oversee client and policy retention strategies
- Ensure records on CRM and Policy management systems are accurate and in accordance with agreed processes and guidelines
- Design reports for the effective management and oversight of mandates, service level agreements, processes, and compliance matters
KPI’s
- Staff training & competence (product, and systems)
- Complaints Management
- Performance Management
- Staff retention
- Percentage of book on binder (conversion of existing book as well as new business)
- Revenue Retention and Growth
- Quality Assurance (Adherence to procedure, regulations and service standards)
- Service Delivery (SLA’s, Committed To Excellence, The Hereford Way)
