Personal Lines Underwriter - Durban, South Africa - The Recruiters

The Recruiters
The Recruiters
Verified Company
Durban, South Africa

2 weeks ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Title:


Personal Lines Underwriter:


Salary:


  • R R30 000

Description:


  • Our client is a market leading short term insurance broker with over a quartercentury of experience. They provide insurance services to people and businesses across South Africa. They are a fully independent financial services provider that only underwrites through South Africa's leading insurance companies.
  • They are looking for a Personal Lines Underwriter to join their young and dynamic team.

Category:


  • Finance

General Requirements:


  • Minimum qualification required for this position:
  • Grade 12

Minimum experience required for this position:
years


Primary purpose of the position:

  • Ensure that the insurance requirements of existing insurance clients are identified and met.
  • To keep the Company Promise of meeting and exceeding client expectations.
  • Competencies required achieving the core KPAs:

Behavioral attributes:

  • Communication skills
  • Customer service
  • Relationship building
  • Interpersonal sills
  • Task, time and detail driven
  • Rule orientation
  • Negotiation skills
  • Planning and organising
  • Able to support and back up a busy team
  • Friendly and co‐operative
  • Enthusiasm
  • Attention to Detail

Technical skills:

  • Computer Literacy [MS Excel, MS Word, PowerPoint, Microsoft Office]

Key performance areas:

  • 1. Policy Maintenance
  • 2. Policy Renewal
  • 3. Retention of current clients
  • 4. Client Management
  • 5. Proficient in Administration
  • 6. Demonstrate Personal Competence
  • A brief overview:
  • Typing speed and accuracy: wpm; 100% accuracy
  • Intermediate Numeracy and Maths skills
  • Typing of general letters / correspondence, spreadsheets, templates, quotations
  • Quoting existing clients and amending policies
  • Retaining Clients wanting to cancel and Issuing new policies where required
  • Collecting Unpaid Premiums
  • Telephone queries
  • Updating client records
  • Managing an electronic diary in terms of day to day follow ups
  • Electronic filing and document management
  • Checking schedules relating to amended, renewed or transferred policies
  • Archiving client correspondence
  • Project Assistance

Location:


  • Durban

Consultant:

**Shanita Kriel
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