ACCOUNT EXEC TO BROKER/PERSONAL LINES UNDERWRITER

Qualifications and Compliance requirements:Minimum three to five years relevant work experience in Short Term InsurancePersonal attributes: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 BusinessCapture 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;New business pack to be emailed to AE / Client. Where applicable: New Business packs to be printed and bound for delivery to client by AE;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 (Personal 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 vice-versa Underwriter to be reduced to in writing;Lay off cover with Insurer (Personal);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 Personal;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;ConfirmationsCover confirmation to be processed immediately copy to AE, client and Insurer (Insurer: Personal only);Diarise if there is outstanding information;Process amendment directly if all information available;AmendmentsAcknowledge 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 Personal only;Email updated schedule to client, copying the AE;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;Multi-Claimants / Portfolio ManagementProcess corrective endorsement / cancellation on Insurers advices;OrProcess corrective endorsement / cancellation as part of the renewal (rule set) raised; Manage own area of controlAt 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 required response times to emails and telephonic messages 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.