1.1.1 Effectively maintaining underwriting standards and providing quality client and broker service
Underwrite in accordance with standards, policies and procedures.
Support BDC’s in acquiring and retaining profitable business.
Attend to administration and written communication.
Ensure that all documentation is processed accurately & correctly.
Ensure documentation, including SASRIA, is issued, checked, and authorized prior to dispatch.
Ensure queries are resolved as per company standards.
Ensure renewal reviews are completed timeously.
Ensure retentions are calculated.
Ensure timeous and accurate management of mail count.
Request, monitor survey and survey requirements as per laid down procedures.
Correct unprofitable policies.
Ensure policies are not overexposed.
1.1.2 Service delivery to ensure customer satisfaction
Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures, and standards.
Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved.
Develop work routines in line with operational plans/schedules in order to manage achievement of service delivery goals.
Share knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery.
1.1.3 Maintain effective people practices
Align own behaviour with the organization culture and values.
Share and transfer product, process, and systems knowledge to colleagues.
Collaborate and work with the Underwriting team to ensure required service levels are delivered.
1.1.4 Continuous improvement to ensure effective service
Ensure adherence to organizational policies, practices, and procedures.
Identify and recommend areas/ways to improve processes.
1.2 Competencies
Must be administratively driven and demonstrate excellent attention to detail skills.
Must be results-oriented and meet the required expectations of the position.
Must have the ability to make recommendations and decisions.
Must be a team player and able to work individually.
Excellent communication skills (must be able to communicate on all levels).
Excellent customer service skills (verbal and written).
Must be able to work under pressure.
2.1 Qualification & Education
Essential Requirements
Matric.
Regulatory Exam: Representatives.
FAIS Credits (as per FAIS requirement).
Must be Fit & Proper in terms of the FAIS Act.
Must not be debarred with FSB.
2.2 Work Experience
Essential Requirements
At least 3 years’ experience in Underwriting.
In Personal Lines – motor and non-motor policies.
Be able to handle a portfolio of approximately 400 policies.
2.3 Technical competencies
Well spoken.
Client orientation.
Attention to detail.
Organized.
Excellent communication skills (verbal & written).
Proper telephone etiquette.
2.4 Attributes
No ITC Credit records (bad debts, judgements, etc.).
No Criminal Record.
Must have a Positive attitude.
Between 3 - 5 Years.
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