Internal Broker/ Corporate Underwriter

2 weeks ago


Cape Town, Western Cape, South Africa Status Staffing Full time

Western Cape, Cape Town**
(Market related)


Our client based in Cape Town is looking for an Internal Broker/ Corporate Underwriter that is FIAS compliant, has their RE5 and has 3 years underwriting experience to join their team.


EMPLOYMENT TYPE :
Permanent

SECTOR :
Insurance

BASIC SALARY :
Market Related

START DATE :
A.S.A.P / Immediate

REQUIREMENTS:

  • 3 + years corporate underwriting experience
  • Microsoft Office (Word, Excel)
  • Matric or Equivalent


RE
  • NON NEGOTIABLE
  • FAIS compliant (credits and/or full qualification)

DUTIES:

  • Take appropriate action to minimize cancellations
  • Ensure retention targets are met
  • Ensure and contribute to minimization of general expenses
  • Ensure that all stakeholder (e.g. clients, AE's, insurers) communication is accurate, timeous, professional and relevant
  • Build and maintain mutually beneficial relationships with internal and external stakeholders
  • Ensure and contribute to achieving own and company required client satisfaction targets
  • General Enquiries such as but not limited to cover, products, processes
  • New Business, Renewals, Endorsements and Rebroke
  • Create a risk profile
  • Analyze clients' portfolios
  • Conduct a cover assessment
  • Request, obtain and assess quotes from insurers
  • Request, obtain and/or provide clients with all required information and/or documents
  • Arrange valuations and reinsurance
  • Raise premiums
  • File all relevant documentation electronically and in hard copy
  • Follow retention processes
  • Cancel the policy on the system
  • Confirm cancellation request with the client
  • File all relevant documentation electronically and in hard copy
  • Raise invoices
  • Request refunds from line manager electronically
  • File all relevant documentation electronically and in hard copy
  • Ensure claims are managed according to set processes
  • Keep diary up to date at all times
  • Ensure that surveys and valuations are received within agreed time lines
  • Ensure effective complaint resolution within the required time lines
  • Ensure service level agreements are met
  • Ensure productivity targets are met
  • Contribute towards and ensure continuous improvement in own and team performance
  • Adhere to company mandates
  • Participate and contribute in ad hoc projects
  • Report any suspected fraud, misrepresentation and/or dishonesty
  • Live the RBS values
  • Ensure continuous selfdevelopment
  • Ensure objectives of own development plans are achieved
  • Share information and knowledge with the team
  • Ensure productivity and quality assurance targets are met

HOURS:

  • Mon
  • Fri: 08:00 16:30
  • For more information please contact:
**Rozané Coleske

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