Personal Lines Underwriter - Port Elizabeth
Salary Negotiable
Port Elizabeth, Eastern Cape
Port Elizabeth,
Eastern Cape
more than 14 days ago
26-02-2017 9:08:19 PM
05-03-2017 9:08:19 PM
Our client, in the financial sector, is looking to employ a Personal Lines Underwriter in the Short Term Division
Salary between R10000 & R18000 depending on qualifications and experience
Salary between R10000 & R18000 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: PE000927/AS