Job Description: We are seeking an experienced Internal Broker/Underwriter with a minimum of 4 years' relevant underwriting experience, ideally within a Broker environment, adept at handling key accounts.
The candidate is required to be proficient in underwriting for both personal and commercial lines.
This role primarily involves inbound responsibilities, in which in-person meetings may be required occasionally.
Minimum Qualifications and Requirements: Matriculation certificate.
RE5 certification - essential .
Personal and commercial class of business certifications.
An NQF level 4 qualification is considered advantageous.
A minimum of 3 years' experience in underwriting.
Proficiency in handling both personal and commercial lines.
Own reliable transportation.
Key Responsibilities: As an Internal Broker, your primary responsibilities consist of: Diligent service management for an existing client portfolio consisting of 200 clients, comprising of both personal and commercial lines policies.
Proficiently conducting general underwriting tasks.
Attending to clients policy queries.
Addressing general inquiries related to insurance products, coverage, and excesses.
Efficiently managing policy renewals, advice relating to the renewals and discounts.
Handling policy endorsements with precision.
Management and arrangements of unpaid premiums.
Policy retentions and cancellations.
Scheduling and facilitating Zoom meetings with clients to comprehensively review policies (minimum of 3 client meetings per day).
Skilfully underwriting and providing accurate quotes for new policies tailored to existing clients.
Expertly executing re-brokering activities and soliciting quotations from our esteemed insurance partners.
Profiling risks and conducting a thorough analysis of client portfolios.
Coordinating tracking device installations when deemed necessary.
Arranging contents valuations and building surveys.
Providing clients with the necessary advice pertaining to the clients policy changes.
Skilful management of policy cancellations and executing effective business retention strategies.
Processing refunds as required with attention to detail.
Our insurance partners are: Discovery Insure PPS STI CIB Momentum Old Mutual New National Auto & General Santam Echelon IUM King Price Rodel (Hollard and Bryte) Important: It is not necessary to have product experience with our relevant insurance partners, as product specific training will be provided.