Underwriter II: Personal Lines
- Location
- Bryanston, Gauteng
- Salary (as advertised)
- R34 932 per month
- Minimum qualification
- Matric / Grade 12
- Closing date
First listed . Last checked at source .
Job description
A well established company in the financial services sector is looking for a Personal Underwriter to join their team.
Your:
* Formal Education
+ Matric
+ NQF 5 in Short-Term Insurance
+ Regulatory Exam qualification
+ A minimum of four (4) years Personal Underwriting experience
+ DOFA confirmation from FSB
+ Cardinal 360 system experience will be an advantage
will enable you to fullfill the following duties:
* Effectively maintaining underwriting standards and providing quality client service:
+ Issuing new policies, renewals, and endorsements on the C360 System;
+ Prepare new business quotes;
+ Underwrite in accordance with standards, policies and procedures;
+ Support the 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 and monitor survey and survey requirements as per laid down procedures;
+ Correct unprofitable policies;
+ Ensure policies are not overexposed;
+ Checking policies before sending to clients;
+ Telephone contact with clients when they phone 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 by ensuring compliance with 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 the 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 organisation's 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 organisational policies, practices, and procedures;
+ Identify and recommend areas / ways to improve processes.
Compitant Candidates
Recruiter
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