Underwriter: Commercial and Personal Lines
2 weeks ago
Job description:
To provide underwriting assistance to the Advisers. The position will focus on commercial and personal Lines.
Responsibilities:
- Client face to face meetings if necessary at the Office
- Liaising and providing feedback to clients of underwriting progress.
- Handling client queries
- Underwriting Management: the daily underwritings process preparing Renewals, Sourcing acceptance terms
- Recording details and information on relevant systems
- Building and maintaining good working relationships with clients and internal stakeholders
- Bridging the gap between the office and insurance companies
- Maintaining a good working relationship with insurers
- Reporting
- Manage client retention.
- Understanding policy wording and various products
- Relevant work experience in Short term insurance
- Commercial and personal lines
Minimum Requirements:
- Grade 12/Matric
- Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
- NQF Level 4 Certificate in Short term insurance
- Regulatory examination RE5 successfully completed
- 3 5 years relevant work experience in Short term insurance Commercial and personal lines
- Minimum 3 Years Personal Lines Underwriting Experience
- Minimum 3 Years commercial experience
- Must have own transport/be able to get to the office
Competencies Required:
- Empathy
- Integrity
- Resilient
- Responsibility
- Attention to detail
- Ability to operate independently
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organizing skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills.
- Strong work ethic, able to work with high volumes of pressure
- Highly client focused with good interpersonal skills. (Customer Service)
- Teamwork
Ability to commute/relocate:
- Bedfordview, Gauteng: Reliably commute or planning to relocate before starting work (required)
Experience:
- both personal and commercial lines insurance: 3 years (required)
License/Certification:
- RE 5 Certificate (required)
- NQF 4 Short-Term Insurance Certificate (required)
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