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South Africa

Commercial Underwriter

Company Risk Benefit Solutions
Reference # 2019-208
Published 31/10/2019
Contract Type Permanent
Salary Market Related
Location Bedfordview, Gauteng, South Africa
Introduction
To 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.

This role requires an individual with Brokerage experience and proven relationship building experience with the AE.
Job Functions Administration
Industries Insurance
Specification
Financial
· Take appropriate action to minimise cancellations
· Ensure retention targets are met
· Ensure and contribute to minimisation of general expenses

Client
· 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

Business processes
· 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

Requirements
· Matric or equivalent

· RE5

· FAIS Compliant (credits and/or full qualification)

· Computer Literate

· Excellent communication skills

· 3 years’ experience working in a client services environment

· 3 years’ experience as a Commercial Lines Underwriter
Job Closing Date 15/11/2019
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Last Updated: 12-9-2019 [19.09.05.00]
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