UNDERWRITER II: PERSONAL LINES at Competent Candidates

About the position

Your:

• Formal Education
  
  • Matric
  • NQF 5 in Short-Term Insurance
  • Regulatory Exam Level 1
  • A minimum of four (4) years Personal Underwriting experience
  • DOFA confirmation from FSB
  • Cardinal 360 system experience will be an advantage
  
  

will enable you to fullfill the following duties:

• Effectively maintaining underwriting standards and providing quality client service:
  
  • Issuing new policies, renewals, and endorsements on the C360 System;
  • Prepare new business quotes;
  • Underwrite in accordance with standards, policies and procedures;
  • Support the sales team in acquiring and retaining profitable business;
  • Attend to administration and written communication;
  • Ensure that all documentation is processed accurately & correctly;
  • Ensure documentation is checked and authorised if appropriate prior to dispatch;
  • Ensure queries are resolved as per company standards;
  • Negotiating renewal terms and preparing the renewal documentation;
  • Ensure renewal reviews are completed timeously;
  • Ensure retentions are calculated;
  • Request and monitor survey and survey requirements as per laid down procedures;
  • Correct unprofitable policies;
  • Ensure policies are not overexposed;
  • Checking policies before sending to clients;
  • Telephone contact with clients when they phone in with queries or amendments/ additional covers;
  • Saving all work electronically.
  
  
• Service delivery to ensure customer satisfaction:
  
  • Maintain service, quality, and desired outputs within a specific functional process by ensuring compliance with tactical policies, procedures, and standards;
  • Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved;
  • Develop work routines in line with operational plans / schedules in order to manage the achievement of service delivery goals;
  • Share knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery.
  
  
• Maintain effective people practices:
  
  • Align own behaviour with the organisation's culture and values;
  • Share and transfer product, process, and systems knowledge to colleagues;
  • Collaborate and work with the Underwriting team to ensure required service levels are delivered.
  
  
• Continuous improvement to ensure effective service:
  
  • Ensure adherence to organisational policies, practices, and procedures;
  • Identify and recommend areas / ways to improve processes.
  
  

Desired Skills:

• UNDERWRITER
• PERSONAL
• LINES