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Cape Town

    Personal Lines Underwriter - Cape Town, South Africa - Status Staffing

    status staffing background
    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:
    • 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)
    DUTIES:
    • 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
    HOURS:
    • Mon Fri: 08:00 16:30


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