Our client, in the financial sector, is looking to employ a Commercial Lines Underwriter in the Short Term Division Salary between R10000 & R15000 depending on qualification and experience

Salary between R10000 & R15000 depending on qualification and experience

Minimum requirements

• Minimum Grade 12-qualification
• Fully bilingual in English & Afrikaans
• RE5-qualification a plus
• Credits / Full qualification a plus
• Computer skills and knowledge (Word, Excel, Outlook, Internet)
• 3 or more years’ experience in personal lines underwriting
• In depth knowledge of insurance coverage’s and the ability to communicate this clearly to clients and insurers

Duties:

• Addressing various coverage issues
• Contract analysis
• Exposure analysis
• All endorsement activity
• Routine coverage questions
• Problem solving
• Account renewal control in combination with the marketing staff
• Checking and binding policies
• Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
• Provide consistent, accurate, timely and pertinent communication to clients through “constant touch”, phone calls, e-mails etc.
• Respond to client inquiries/issues within the established timelines
• Resolve/assist with any service or claims queries
• Assist the marketing staff in the compilation of insurance portfolios for clients
• Assist clients in making appropriate coverage changes; make each contact a marketing opportunity
• Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
• Assist clients by helping to devise means to mitigate risks e.g. additional security measures
• Update Growth Charts after the completion of all/any financial transactions
• Follow up on survey requirements
• Manage their diary
• Respond to clients’ needs by producing certificates, policies and other related items accurately and on time
• Monitor and review client satisfaction
• Maintain up to date records of communication with clients
• On receipt of the monthly renewal list from their Team Leader, assist the Account Executive to market, negotiate, prepare and analyse alternative renewal options
• Where applicable, on receipt of complete renewal instructions from the Account Executive proceed with the renewal process
• Where the Account Executive indicates they do not require involvement, undertake the renewal procedure according to company standards and requirements
• Develop written and electronic renewal material as appropriate
• input required information as necessary

Ref: PE000928/AS