Job Description

Purpose of the role:

Provide stakeholders with effective and efficient commercial lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.

• Ensure that all stakeholder 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
• • Adhere to company quality standards and broader regulatory frameworks wrt the following processes (but not limited to):
    • General Enquiries such as but not limited to cover, products, processes etc
    • New Business, Renewals, Endorsements and Re-broke
      • Analyse clients portfolios
      • Request, obtain and assess quotes from insurers
      • Request, obtain and/or provide clients with all required information and/or documents
      • Raise premiums
      • File all relevant documentation electronically and in hard copy
        
    • Cancellations
      • Follow retention processes
      • Cancel the policy on the system
      • Confirm cancellation request with the client
      • File all relevant documentation electronically and in hard copy
        
    • Refunds
      • Raise invoices
      • Request refunds from line manager electronically
      • File all relevant documentation electronically and in hard copy
        
      
      
  • Engage in timely and proactive communication with relevant client account executive regarding movements on the clients portfolio and servicing requirements
  • Ensure productivity targets are met
  • Contribute towards and ensure continuous improvement in own and team performance
  • 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

• Matric or equivalent
• RE5
• FAIS Compliant (credits and/or full qualification)
• Computer Literate
• Excellent communication skills

• 3 years experience working in a client services environment
• 3 years experience as a Commercial Lines Underwriter