COLFIRE, Financial Services

Port-of-Spain, Trinidad

Job Summary:

• The Team Lead – Broker will be required to provide leadership support to the Manager Broker with the day-to-day management and effective resolution of all matters.  The Team Lead will be required to develop business relationships with assigned producers. He/She will also be required to professionally and effectively represent the Company, analyze data/market activities, recognize trends and make recommendations on strategies and products.

Job Description:

• To report to the Manager Broker on all relevant Broker Services issues.
• To assist the Manager Broker with the management and effective resolution of all matters regarding Brokers.
• To develop and prepare reports, analyze trends and make recommendations to improve the operations and production of Broker Business.
• To assist the Manager Broker with the development and implementation of strategies determined for Broker Business
• To deliver on decisions in the absence of the Manager Broker.
• To oversee daily operations of the relevant Broker Service operations with direction from the Manager Broker.
• Monitor and ensure accurate processing of transactions to reduce the number of audit exceptions.
• To build relationships with Brokers and Account Executives.
• To prepare Performance Assessments for staff for review by the Manager Broker.
• Monitor and ensure all billings are authorized before the last working day of each month.
• To ensure compliance with Company policies, and legislation under which the Company is governed.
• To plan and coordinate training and related activities for the staff.
• To conduct Broker team meetings as deemed necessary.
• To assist in the recruitment and selection process by actively participating in interviewing prospective employees.
• To visit and conduct presentations and Insurance Risk Surveys for existing / prospective clients as required.
• To achieve goals and objectives outlined for the Broker Unit.
• To maintain the time and attendance application for the Branch and to review and authorize staff requests as necessary within 48 hours of the time availed.                                          
• To ensure that there is adequate management of the staff complement.
• To supervise staff, allocate and assign tasks.
• To accept and perform any other relevant duties that may be which would assist the organization achieving its Strategic goals and objectives.

Education and Experience Requirements:

• Bachelor’s Degree or Pursuing Master’s Degree in a similar/related field.
• Dip CII/ACII or other General Insurance qualification.
• Minimum of five (5) years’ work experience in General Insurance Underwriting in a senior position.
• Proficiency in the use of Microsoft Office applications.
• Excellent customer service skills.
• Excellent communication and interpersonal skills are essential.
• Good problem-solving skills and decision-making skills.
• Able to meet deadlines and work with minimal supervision in a fast-paced environment.