Personal Lines Underwriter
Personal Lines Underwriter
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Salary Not Disclosed
1 Vacancy
Job 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 yearsexperience in client services environment
- 3 yearsexperience 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 Rebroke
- 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 selfdevelopment
- 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
Should you meet all the requirements apply on our website at today.
Should you not hear back from us within 10 working days please consider your application as unsuccessful. We will retain your credentials for future similar roles.
Employment Type
Full-Time
