- 3 years-experience in client services environment
- 3 years-experience as a Personal Lines Underwriter
- Microsoft Office (Word, Excel)
- Matric or equivalent qualification
- RE5 NON NEGOTIABLE
- FAIS compliant (credits and/or full qualification)
- Ensure new business targets are met
- Ensure Binder fees targets are met
- Ensure retention of existing clients
- Ensure and contribute to minimization of general expenses
- Ensure that all stakeholder (e.g. clients, AEs, 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
- General Enquiries such as but not limited to cover, products, processes
- New Business, Renewals, Endorsements and Re-broke
- Conduct risk assessments
- Analyze 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
- 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
- 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
- Live the RBS 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
- Mon Fri: 08:00 16:30
-
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Personal Lines Underwriter - Cape Town, South Africa - Status Staffing
Description
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Insurance
BASIC SALARY : Market Related
START DATE : A.S.A.P / Immediate
REQUIREMENTS: