Personal Lines Underwriter
Reference: PC001556-RC-1
Our client based in Cape Town is looking for a Personal Lines Underwriter with 3 years experience in a client services environment and is FAIS compliant.
Duties & Responsibilities
EMPLOYMENT TYPE: Permanent
SECTOR: Insurance
BASIC SALARY: Market Related
START DATE: A.S.A.P / Immediate
REQUIREMENTS: - 3 years-experience in client services environment
- 3 years-experience as a Personal Lines Underwriter
- Microsoft Office (Word, Excel)
- Matric or equivalent qualification
- RE5 – NON NEGOTIABLE
- FAIS compliant (credits and/or full qualification)
DUTIES: - Ensure new business targets are met
- Ensure Binder fees targets are met
- Ensure retention of existing clients
- 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 own and company required client satisfaction targets
- General Enquiries such as but not limited to cover, products, processes
- New Business, Renewals, Endorsements and Re-broke
- Conduct risk assessments
- Analyze clients’ portfolios
- Request, obtain and assess quotes from insurers
- Rate policies
- Request, obtain and/or provide clients with all required information and/or documents
- Arrange valuations and reinsurance
- Raise premiums
- File all relevant documentation electronically and in hard copy
- Upsell cover to clients where appropriate
- Cancellations
- Follow retention processes
- Cancel the policy on the system
- Confirm cancellation request with the client
- Refunds
- Raise invoices
- Request refunds from line manager electronically
- 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 values
- Ensure continuous self-development
- Share information and knowledge with the team
- Ensure productivity and quality assurance targets are met
HOURS: Should you meet all the requirements, apply on our website at today. Should you not hear back from us within 10 working days, please consider your application as unsuccessful. We will retain your credentials for future similar roles.
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