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Underwriter

Green Marble Recruitment Consultants • Other • George, South Africa • 8h ago

Minimum Requirements:

Minimum of 4 5 years in Commercial / Personal Underwriting.
Short-term insurance qualification NQF4 or higher.
RE5 Certificate.
FAIS compliant (personal/commercial lines).
Class of Business Training.
Knowledge of insurance systems e.g. Cardinal 360 will be advantageous.

Personality traits:

Client service orientated.
Excellent communication skills.
Attention to detail.
Strong analytical skills.
Ability to make decisions.

Responsibilities:

The underwriter is responsible for short-term insurance policy administration (renewals, endorsements and new business). Providing high-quality service and solutions to Account Executives and clients to ensure business retention and profitable growth.
Always providing qualitative service levels to internal and external clients.
Build and maintain constructive and effective relationships with clients.
Provide consistent, accurate, timely and pertinent communication to clients/Account Executives through "constant touch", phone calls, e-mails, etc.
Respond to and resolve client inquiries/issues.
Inform and educate clients about coverage, exclusions and exposures, and document electronic files accordingly.
Assist clients/accounts executives by devising means to mitigate risks.
Follow up on survey requirements.
Respond to clients needs by producing cover confirmations, policies and other related items.
Monitor and review Client/Account Executive satisfaction
Provide both clerical and administrative support to the accounts executives.
Responsible for certain projects as identified by a Supervisor / Manager.
Utilise the Flexi diary function for follow-ups for outstanding documentation/reminders.
Underwriting duties (renewals, endorsements, unpaid premiums, new business, etc.)
Comparative quotations attempt to obtain better and cheaper comparative quotations for the client.
Obtain all of the relevant documentation. E.g. FICA documents, jewellery valuation certificates, tracking certificates, etc.
Update Flexi documents, Flexi notes and Diary entries on a daily basis.
Ability to use the full function of Flexi and draw Premium Confirmation/Statements/Debit Notes.
Report any suspicious activities to your Supervisor / Manager.
All other reasonable duties that might be assigned from time to time by the supervisor/manager.