The underwriter is responsible for short-term insurance policy administration (renewals, endorsements, and new business) being written by Commrisk Insurance Brokers, 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. All service provisions will meet the requirements of Treating the Customer Fairly (TCF).
Key Responsibilities:
- Uphold and support the group values of Focus, Resilience, Tenacity, Discipline, and Relationships as well as the Company Vision, Brand Promise, and Values of Client Service, Professionalism, Performance, Innovation, and Partnership.
- Align individual objectives with Company/Branch objectives.
- Participate in Key Performance Areas agreed in conjunction with manager.
- Complete formal appraisals against objectives regularly.
- Conduct Weekly/Monthly/Other Business Review Meetings with each employee.
- Discuss non-performance and developmental areas with Human Resources and implement actions to address them.
- Complete administration related to the job accurately and on time.
- Conform to the paperless environment concept and process.
- Develop relationships with key customers, whether internal (e.g., Account Executives) or external.
- Maintain a high level of customer service in line with TCF objectives to facilitate customer retention and new business opportunities.
- Build relationships with relevant employees in other departments/branches.
- Achieve and maintain FAIS requirements for the position.
- Stay updated on developments relevant to the position.
- Work towards further self-development.
- Build and maintain constructive and effective relationships with clients/Account Executives by meeting and exceeding expectations.
- 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 within the established underwriting procedure manual.
- Inform and educate clients about coverage, exclusions, and exposures; document electronic files accordingly.
- Assist clients/Account Executives by helping to devise means to mitigate risks (e.g., additional security measures).
- Follow up on survey requirements as per underwriting procedure manual.
- Respond to clients’ needs by producing cover confirmations, policies, and other related items accurately and on time according to procedures.
- Monitor and review Client/Account Executive satisfaction.
- Provide clerical and administrative support to the accounts executives as per underwriting procedures – either as part of a team or individually.
- Be responsible for certain projects as identified by a Supervisor/Manager.
- Copy Account Executive into all correspondence and continually update them.
- Utilise the Flexi diary function for follow-ups for outstanding documentation/reminders.
- Perform underwriting duties (renewals, endorsements, unpaid premiums, new business, etc.) accurately as per the underwriting procedure manual.
- Obtain better and cheaper comparative quotations for the client, upon request of the accounts executive as per the procedures provided.
- Obtain all relevant documentation (e.g., FICA documents, jewellery valuation certificates, tracking certificates, etc.).
- Update Flexi documents, Flexi notes, and Diary entries daily.
- Utilise the full function of Flexi to draw Premium Confirmation/Statements/Debit Notes.
- Treat clients/colleagues/Management/Account Executives with dignity and respect.
- Ask your Supervisor/Manager questions if unsure about any work-related issue.
- Report any suspicious activities to your Supervisor/Manager.
- Perform any other reasonable duties assigned by Supervisor/Manager.
EDUCATION/TRAINING
- Short term insurance qualification NQF4 or higher.
- RE5 certificate.
- FAIS compliance to personal/commercial lines level.
- Insurer Product Specific Training.
- Class of Business Training.
- Continuing Professional Development (CPD).
- Proficient in Microsoft Office Suite, specifically Word, Excel, and Outlook.
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