Posted on :
22 Jul, 2020
22 Jul, 2020
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.
Job Title: Personal Lines Underwriter
Location: Cape Town, Western Cape, South Africa
Reference # 2020-281
Contract Type: Permanent
Salary: Market Related
Specification
Financial
•Take appropriate action to minimise cancellations
•Ensure new business targets are met
•Ensure retention targets are met
•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 quality standards and broader regulatory frameworks wrt the following processes (but not limited to):
oGeneral Enquiries such as but not limited to cover, products, processes etc
oNew 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
oCancellations
Follow retention processes
Cancel the policy on the system
Confirm cancellation request with the client
File all relevant documentation electronically and in hard copy
oRefunds
Raise invoices
Request refunds from line manager electronically
File all relevant documentation electronically and in hard copy
•Ensure productivity targets are met
•Contribute towards and ensure continuous improvement in own and team performance
•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 Way
•Ensure continuous self-development
•Share information and knowledge with the team
Requirements
•Matric or equivalent
•RE5
•FAIS Compliant (credits and/or full qualification)
•Computer Literate
•Excellent communication skills
•3 years’ experience working in a client services environment
•3 years’ experience as a Personal Lines Underwriter, working with High Nett Worth Clients
•Own vehicle and driver’s licence
Application Deadline: 24/07/2020
Any problems with registering/uploading your CV, please contact the HR Administrator at [email protected]
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