Role Purpose
Provide stakeholders with effective and efficient personal lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.
Financial:
Ensure new business targets are met
Ensure Binder fees targets are met
Ensure retention of existing clients
Ensure and contribute to minimisation of general expenses
Client:
Ensure that all stakeholder (e.g. clients, AE's, 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
Business Processes:
Adhere to company processes, service level agreements, quality assurance targets and broader regulatory frameworks wrt the following processes (but not limited to):
General Enquiries such as but not limited to cover, products, processes etc
New Business, Renewals, Endorsements and Re-broke
Conduct risk assessments
Analyse 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
Learning and Growth:
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
Minimum Qualifications & Skills:
Matric or equivalent
FAIS Compliant
Computer Literate
Excellent communication skills
Excellent customer services skills
Minimum Experience:
3 years' experience working in a client services environment
3 years' experience as a Personal Lines Underwriter
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