EN
v
South Africa

Commercial Underwriter

Company RBS
Reference # 2018-064
Published 31/10/2018
Contract Type Permanent
Salary Market Related
Location Bedfordview, Gauteng, South Africa
Introduction
Provide stakeholders with effective and efficient commercial 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,Client Services,Technical
Industries Financial Services,Insurance
Specification
•Take appropriate action to minimise cancellations
•Ensure retention targets are met
•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 own and company required client satisfaction targets
•Adhere to company quality standards and broader regulatory frameworks wrt the following processes (but not limited to):
•General Enquiries such as but not limited to cover, products, processes etc
•New Business, Renewals, Endorsements and Re-broke
•Analyse clients’ portfolios
•Request, obtain and assess quotes from insurers
•Request, obtain and/or provide clients with all required information and/or documents
•Raise premiums
•File all relevant documentation electronically and in hard copy
•Cancellations
•Follow retention processes
•Cancel the policy on the system
•Confirm cancellation request with the client
•File all relevant documentation electronically and in hard copy
•Refunds
•Raise invoices
•Request refunds from line manager electronically
•File all relevant documentation electronically and in hard copy
•Engage in timely and proactive communication with relevant client account executive regarding movements on the clients portfolio and servicing requirements
•Ensure productivity targets are met
•Contribute towards and ensure continuous improvement in own and team performance
•Adhere to company mandates
•Participate and contribute in ad hoc projects
•Report any suspected fraud, misrepresentation and/or dishonesty
•Keep accurate record of own activities
•Live the RBS Way
•Ensure continuous self-development
•Share information and knowledge with the team
Requirements
•Matric or equivalent
•RE5
•FAIS Compliant (credits and/or full qualification)
•Computer Literate
•Excellent communication skills
•3 years’ experience as a Commercial Underwriter in a Brokerage

Job Closing Date 14/11/2018
Share on
 
Last Updated: 13 days ago [18.11.01]
Webserver: SkillsMap (NLBC)