Personal Lines UnderwriterReference: PC001556-RC-1Our client based in Cape Town is looking for a Personal Lines Underwriter with 3 years experience in a client services environment and is FAIS compliant.Duties & ResponsibilitiesEMPLOYMENT TYPE: PermanentSECTOR: InsuranceBASIC SALARY: Market RelatedSTART DATE: A.S.A.P / ImmediateREQUIREMENTS:3 years-experience in client services environment3 years-experience as a Personal Lines UnderwriterMicrosoft Office (Word, Excel)Matric or equivalent qualificationRE5 – NON NEGOTIABLEFAIS compliant (credits and/or full qualification)DUTIES:Ensure new business targets are metEnsure Binder fees targets are metEnsure retention of existing clientsEnsure and contribute to minimization of general expensesEnsure that all stakeholder (e.g.
clients, AE's, insurers) communication is accurate, timeous, professional and relevantBuild and maintain mutually beneficial relationships with internal and external stakeholdersEnsure and contribute to achieving own and company required client satisfaction targetsGeneral Enquiries such as but not limited to cover, products, processesNew Business, Renewals, Endorsements and Re-brokeConduct risk assessmentsAnalyze clients' portfoliosRequest, obtain and assess quotes from insurersRate policiesRequest, obtain and/or provide clients with all required information and/or documentsArrange valuations and reinsuranceRaise premiumsFile all relevant documentation electronically and in hard copyUpsell cover to clients where appropriateCancellationsFollow retention processesCancel the policy on the systemConfirm cancellation request with the clientFile all relevant documentation electronically and in hard copyRefundsRaise invoicesRequest refunds from line manager electronicallyFile all relevant documentation electronically and in hard copyAdhere to company mandatesParticipate and contribute in ad hoc projectsReport any suspected fraud, misrepresentation and/or dishonestyKeep accurate record of own activitiesLive the RBS valuesEnsure continuous self-developmentEnsure objectives of own development plans are achievedShare information and knowledge with the teamEnsure productivity and quality assurance targets are metHOURS:Mon – Fri: 08:00 – 16:30Should you meet all the requirements, apply on our website at www.statusstaffing.com 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.
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