Personal Lines Underwriter

2 weeks ago

Johannesburg, Gauteng, South Africa Mirror Images Full time
Gauteng, JHB - Northern Suburbs

  • R R Monthly Cost To Company
An insurance company based in Rivonia/Johannesburg is currently seeking an Personal lines Underwriter to ensure the accurate and efficient capturing, processing and completion of client policies

Qualifications:

Matric, FAIS Compliant (Full Short Term Insurance Qualification at NQF level 4 or higher)

Successfully Completed RE 1/5

Minimum five years relevant work experience in Short Term Insurance

  • Ability to function independently and under pressure;
  • Assertiveness;
  • Continuous Learning;
  • Commitment;
  • Customer Driven;
  • Excellent Communication skills;
  • Flexible and Adaptable to change;
  • Goal oriented;
  • High attention to detail;
  • Honesty, Integrity and Ethical Behaviour;
  • Results oriented;
  • Self-Starter / Proactive / Ability to use own initiative;
  • Team player.

Securing New Business

  • Capture and collate client and risk details received from Sales;
  • Binder Insurers: Quote and underwrite in line with Insurer Underwriting Guide and mandates;
  • Other Insures: Approach market for quotes;
  • Provide Sales with quotes from Insurers;
  • Ensure all FAIS documents are completed by Client and Sales;
  • On confirmations from client / sales arrange cover with Insurer;
  • Process policy documents raise debits where applicable;
  • Total turnaround time 72 hours (3 working days)._
- _

Renewals:

Renewal listing, claims experience and ratio will be provided 6 weeks prior to renewal (renewals are created automatically in accordance with renewal rule set)

  • Check to see if all relevant FAIS documents are on file;
  • Review the latest record of advice on the policy;
  • Review correctness of cover and insured details on policy ;
  • Send the renewal comparison and schedule to the insurer for review and sign off (Commercial Only);
  • Obtain / Negotiate terms with insurers (Domestic
  • Insurer collect);
  • Assist AE with market exercise where necessary complete comparison;
  • Confirm renewal discussion with client to AE or viceversa Underwriter to be reduced to in writing;
  • Lay off cover with Insurer (Commercial);
  • Update summary with renewal information;
  • Process policy documents raise debits where applicable ensuring debit is raised in correct financial period;
  • Send renewal to client (copying in AE) or Complete pack to AE for delivery both Domestic and Commercial;

Domestic:


Domestic Renewals to be prepped by the renewal team - from prepping to sending to client ensuring all relevant documents are attached.

Where applicable, to discuss with relevant Underwriter / AE;

Confirmations

  • Cover confirmation to be processed immediately copy to AE, client and Insurer (Insurer: Commercial only);
  • Diarise if there is outstanding information;
  • Process amendment directly if all information available;


 Turnaround time
  • Immediate._

Amendments

  • Acknowledge receipt of amendment request advise AE;
  • Binder Insurers: Process amendment in line with Insurer Underwriting Guide and mandates;
  • Other Insurers: Obtain terms and process amendment;
  • Send copy to Insurers this is applicable to Commercial only;


 Turnaround time- 48 hours._
-
Cancellations Advise AE immediately;

  • Send to Team Leads / Underwriting Managers for cancellation to be actioned;
  • Prep refund requisition to be sent to Underwriting Managers to be authorised and sent to finance; _Turnaround time 48 hours._

Multi-Claimants / Portfolio Management

  • Process corrective endorsement / cancellation on Insurer's advices;
  • Or_
  • Process corrective endorsement / cancellation as part of the renewal (rule set) raised;


 Turnaround time- 48 hours._

Manage own area of control

At all times:

  • Annual leave: Ensure all outstanding mails/tasks have been attended to prior to going on leave.
  • Be punctual, keeping to prescribed hours / timekeeping;
  • Deadlines: Ensure all turnaround times and target dates are adhered to;
  • Display personal accountability for own actions, quality of work and personal development;
  • Effectively and efficiently maintain filing system;
  • Ensure that accurate record is kept of all new matters received in the department; Ensure that all deadlines are met, and that SLAs are adhered to;
  • Ensure that all relevant Procedure Manuals (Standard Operating Procedures) are adhered to;
  • Exhibit Com[any Core Values at all times (Professionalism, Integrity, Perseverance, Positive Attitude);
  • Maintaining professional behaviour and work ethic;
  • Perform adhoc duties as allocated from time to time;
  • Team player and adhere to the backup arrangement as required by department to ensure cohesion.

For more information please contact:

  • Stuart Boden

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