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.<\/p>\n
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Job Title: Personal Lines Underwriter<\/strong> Specification<\/strong> \u2022Take appropriate action to minimise cancellations Client<\/strong><\/p>\n \u2022Ensure that all stakeholder (e.g. clients, AE\u2019s, insurers) communication is accurate, timeous, professional and relevant Business processes<\/strong><\/p>\n \u2022Adhere to company quality standards and broader regulatory frameworks wrt the following processes (but not limited to): Learning and growth<\/strong> Requirements<\/strong> <\/p>\n Application Deadline: <\/strong>24\/07\/2020<\/p>\n Any problems with registering\/uploading your CV, please contact the HR Administrator at debbie@rbs.co.za<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":" 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…..<\/p>\n","protected":false},"author":1353,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_newsletter_tier_id":0,"footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[57],"tags":[],"jetpack_publicize_connections":[],"yoast_head":"\n
\nLocation:<\/strong> Cape Town, Western Cape, South Africa
\nReference<\/strong> # 2020-281
\nContract Type:<\/strong> Permanent
\nSalary:<\/strong> Market Related<\/p>\n
\nFinancial<\/p>\n
\n\u2022Ensure new business targets are met
\n\u2022Ensure retention targets are met
\n\u2022Ensure and contribute to minimisation of general expenses<\/p>\n
\n\u2022Build and maintain mutually beneficial relationships with internal and external stakeholders
\n\u2022Ensure and contribute to achieving own and company required client satisfaction targets<\/p>\n
\noGeneral Enquiries such as but not limited to cover, products, processes etc
\noNew Business, Renewals, Endorsements and Re-broke
\n\uf0a7Conduct risk assessments
\n\uf0a7Analyse clients\u2019 portfolios
\n\uf0a7Request, obtain and assess quotes from insurers
\n\uf0a7Rate policies
\n\uf0a7Request, obtain and\/or provide clients with all required information and\/or documents
\n\uf0a7Arrange valuations and reinsurance
\n\uf0a7Raise premiums
\n\uf0a7File all relevant documentation electronically and in hard copy
\n\uf0a7Upsell cover to clients where appropriate
\noCancellations
\n\uf0a7Follow retention processes
\n\uf0a7Cancel the policy on the system
\n\uf0a7Confirm cancellation request with the client
\n\uf0a7File all relevant documentation electronically and in hard copy
\noRefunds
\n\uf0a7Raise invoices
\n\uf0a7Request refunds from line manager electronically
\n\uf0a7File all relevant documentation electronically and in hard copy
\n\u2022Ensure productivity targets are met
\n\u2022Contribute towards and ensure continuous improvement in own and team performance
\n\u2022Adhere to company mandates
\n\u2022Participate and contribute in ad hoc projects
\n\u2022Report any suspected fraud, misrepresentation and\/or dishonesty
\n\u2022Keep accurate record of own activities<\/p>\n
\n\u2022Live the RBS Way
\n\u2022Ensure continuous self-development
\n\u2022Share information and knowledge with the team<\/p>\n
\n\u2022Matric or equivalent
\n\u2022RE5
\n\u2022FAIS Compliant (credits and\/or full qualification)
\n\u2022Computer Literate
\n\u2022Excellent communication skills
\n\u20223 years\u2019 experience working in a client services environment
\n\u20223 years\u2019 experience as a Personal Lines Underwriter, working with High Nett Worth Clients
\n\u2022Own vehicle and driver’s licence<\/p>\n