underwriter - Port Elizabeth, South Africa - HR Options

    HR Options
    HR Options Port Elizabeth, South Africa

    Found in: Talent ZA C2 - 2 weeks ago

    Default job background
    Full time
    Description

    Your relevant education and experience will help you to suceed in the following duties:

    Effectively maintaining underwriting standards and providing quality client service:

    • Issuing new policies, renewals and endorsements
    • Prepare new business quotes.
    • Underwrite in accordance with standards, policies and procedures
    • Support sales team in acquiring and retaining profitable business
    • Attend to administration and written communication
    • Ensure that all documentation is processed accurately & correctly
    • Ensure documentation is checked and authorised if appropriate prior to dispatch
    • Ensure queries are resolved as per company standards
    • Negotiating renewal terms and preparing the renewal documentation.
    • Ensure renewal reviews are completed timeously
    • Ensure retentions are calculated
    • Request, monitor survey and survey requirements as per laid down procedures
    • Correct unprofitable policies
    • Ensure policies are not overexposed
    • Checking policies before sending to clients
    • Tele contact with clients when they in with queries or amendments/ additional covers
    • Saving all work electronically

    Service delivery to ensure customer satisfaction:

    • Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
    • Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved.
    • Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals
    • Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.

    Maintain effective people practices:

    • Align own behaviour with the organization culture and values.
    • Share and transfer product, process and systems knowledge to colleagues.
    • Collaborate and work with the Underwriting team to ensure required service levels are delivered.

    Continuous improvement to ensure effective service:

    • Ensure adherence to organizational policies, practices and procedures.
    • Identify and recommend areas / ways to improve processes.