South Africa

Personal Lines Underwriter 2018-005

Company Risk Benefit Solutions
Reference # 2018-005
Published 18/01/2018
Contract Type Permanent
Salary Market Related
Location Cape Town, Western Cape, South Africa
Short Term Insurance
RBS is one of the largest fully fledged financial services advisory firms in southern Africa. Our services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corporate Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth management.
Role Description
Provide stakeholders with effective and efficient personal lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.
Job Functions Administration
Industries Admin, Office & Support,Financial Services,Insurance
Role Outputs
•Take appropriate action to minimize cancellations
•Ensure new business targets are met
•Ensure retention targets are met
•Ensure and contribute to minimization of general expenses
•Ensure that all stakeholder (e.g. clients, AE’s, insurers) communication is accurate, timeous, professional and relevant
•Build and maintain mutually beneficial relationships with internal and external stakeholders
•Ensure and contribute to achieving the required client satisfaction targets
•Keep accurate record of own activities
•Adhere to company standards (incl. SLA’s) and procedures such as but not limited to:
oGeneral enquiries
oNew Business
oRe broke
oCredit control
•Contribute towards and ensure continuous improvement in own and team performance
•Adhere to company mandates
•Participate and contribute in ad hoc projects
•Visit clients as and when required
•Report any suspected fraud, misrepresentation and/or dishonesty
•Share information and knowledge with the team
•Live the RBS values
•Ensure continuous self-development
•Grade 12 or equivalent
•FAIS qualification/credits
•Minimum of 3 years’ experience as a short term insurance personal lines underwriter
•Minimum of 3 years’ experience
•Excellent client services skills
•Excellent communication skills
•Change resilient
•Team work
Job Closing Date 28/02/2018
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Last Updated: 19 days ago [18.01.02]