2019/06/12 8:48:17 AM

Employment: Permanent
Location: Centurion, Gauteng
Salary: Negotiable – Market related

Essential requirements:
DOFA Date – MUST work independently, applicants still working under supervision will not be considered.
Matric is an essential requirement
Regulatory Exam: Representatives
FAIS Credits (as per FAIS requirement)
Must be Fit & Proper in terms of the FAIS Act
Must not be debarred with FSB
At least 3 years’ experience in COMMERCIAL Underwriting
Must have experience in various commercial products – Comm, Agri, ST, Engineering etc.
Be able to handle a portfolio of approximately 600 policies.
No ITC Credit records (bad debts, judgements etc.).
No Criminal Record

Objectives and Responsibilities:
Underwrite in accordance with standards, policies and procedures
Support BDC’s in acquiring and retaining profitable business
Attend to administration and written communication
Ensure that all documentation is processed accurately & correctly
Ensure documentation, including SASRIA is issued, checked and authorized prior to dispatch
Ensure queries are resolved as per company standards
Ensure renewal reviews are completed timeously
Ensure retentions are calculated
Ensure endorsements / transaction are completed timeously
Ensure timeous and accurate management of mail count
Request, monitor survey and survey requirements as per laid down procedures
Correct unprofitable policies
Ensure policies are not overexposed
Maintain service, quality and desired outputs within a specific functional process through ensuring
compliance to tactical policies, procedures and standards.
Resolve escalated customer queries and complaints and provide feedback to customers on matters
Develop work routines in line with operational plans / schedules in order to manage achievement of
service delivery goals
Share knowledge on, and participate in the creation of new standards, control systems and
procedures to maintain service delivery.
Align own behavior with the organization 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.
Ensure adherence to organizational policies, practices and procedures.
Identify and recommend areas / ways to improve processes.

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