Are you an experienced underwriter with a keen eye for detail and a passion for helping individuals protect their assets? Our client, a top-tier insurance company renowned for its customer-centric approach and innovative solutions, is looking for a talented Personal Lines Underwriter to join their team.
Duties and Responsibilities:
Financial:
- Ensure new business targets are met.
- Ensure Binder fees targets are met.
- Ensure retention of existing clients.
- 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:
- General enquiries such as but not limited to cover, products, processes etc.
- New business, renewals, endorsements and re-broke.
- Conduct risk assessments.
- Analyse 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.
- Follow retention processes.
- Confirm cancellation request with the client.
- Refunds.
- Raise invoices.
- Request refunds from the line manager electronically.
- Adhere to company mandates.
- Participate and contribute in ad hoc projects.
- Report any suspected fraud, misrepresentation and/or dishonesty.
- Keep an accurate record of your own activities.
Learning and Growth:
- Live the company’s values.
- Ensure continuous self-development.
- Ensure objectives of own development plans are achieved.
- Share information and knowledge with the team.
- Ensure productivity and quality assurance targets are met.
Qualifications & Skills:
- Matric or equivalent.
- FAIS Compliant.
- Computer Literate.
- Excellent communication skills.
- Excellent customer service skills.
Experience:
- 2 years experience working in a client services environment.
- 2 years experience as a Personal Lines Underwriter.
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