Commercial Lines Underwriter

Found in: Talent ZA 2A C2 - 3 weeks ago

Pretoria, South Africa The Recruitment Council Full time

The underwriter is responsible for short-term insurance policy administration (renewals, endorsements and new business) being written by, providing high quality service and solutions to Account Executives and clients to ensure business retention and profitable growth, always providing qualitative service levels to internal and external clients. All service provisions will meet the requirements of Treating the Customer Fairly (TCF).

Performance Management:

  • All employees have agreed individual objectives which align with the Company/Branch objectives.
  • Key Performance Areas agreed in conjunction with the manager.
  • Formal appraisal against the objectives is completed for each employee on a regular basis.
  • Weekly/Monthly/Other Business Review Meetings are conducted with each employee.
  • All non-performance and developmental areas are discussed with Human Resources and actions put in place to address.


Administration:

  • Administration related to jobs completed accurately and on time.
  • All processing will conform to the paperless environment concept and process.



Relationships:

  • Builds relationships with relevant departments and branches to ensure effective interdepartmental processing.
  • Relevant third party relationships are developed and maintained.


Self-Development:

  • FAIS requirements for position achieved and maintained.
  • Keeps abreast of developments relevant to the position.
  • Continually works towards further self-development.


Underwriting:

  • Build and maintain constructive and effective relationships with clients/Account Executives by meeting and exceeding expectations.
  • Provide consistent, accurate, timely and pertinent communication to clients/Account Executives through "constant touch", phone calls, e-mails etc.
  • Respond to and resolve client inquiries/issues within the established underwriting procedure manual.
  • Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly.
  • Assist clients/Accounts Executives by helping to devise means to mitigate risks e.g. additional security measures.
  • Follow up on survey requirements as per underwriting procedure manual.
  • Respond to clients needs by producing cover confirmations, policies and other related items accurately and on time according to procedures.
  • Monitor and review Client/Account Executive satisfaction.
  • Provide both clerical and administrative support to the accounts executives as per underwriting procedures either as part of a team or individually.
  • Be responsible for certain projects as identified by a Supervisor / Manager.
  • Copy Account Executive into all correspondence and continually update the Account Executive.
  • Utilize the Flexi diary function for follow ups for outstanding documentation/reminders.
  • Underwriting duties (renewals, endorsements, unpaid premiums, new business, etc.) should be accurately as per the underwriting procedure manual provided, so that anyone checking on a file (may it be a Auditor/Supervisor/Manager/Insurer) that the trail can be picked up and it can be seen that the correct underwriting processes has been followed timeously.
  • Comparative quotations attempt to obtain better and cheaper comparative quotations for the client, on request of the accounts executive as per the procedures provided.
  • Obtain all of the relevant documentation. E.g. FICA documents, jewelry valuation certificates, tracking certificates, etc.
  • Update Flexi documents, Flexi notes and Diary entries on a daily basis.
  • Ability to use the full function of Flexi and draw Premium Confirmation/Statements/Debit Notes.
  • Treat clients/colleagues/Management/Account Executives with absolute dignity and respect.
  • Ask your Supervisor / Manager questions if you are unsure about any work-related issue.
  • Report any suspicious activities to your Supervisor / Manager.
  • All other reasonable duties that might be assigned from time to time by supervisor/manager.


Education/Training:

  • Short term insurance qualification NQF4 or higher.
  • RE5 certificate.
  • FAIS compliance to personal/commercial lines level.
  • Insurer Product Specific Training.
  • Class of Business Training.
  • Continuing Professional Development (CPD).
  • Proficiency in Microsoft Office Suite, specifically Word and Excel.


Core Competencies

  • Excellent communication and soft skills.
  • Attention to detail.
  • Ability to analyze and make decisions.
  • Sound knowledge of underwriting practices/processes.
  • Sound knowledge of insurance systems e.g. Flexi, Cardinal 360.
  • Knowledge of the insurance industry in general.


Experience

  • Minimum of five years in underwriting, ideally in both Commercial and Personal Lines.

  • Commercial Lines Underwriter

    Found in: Adzuna ZA B C2 - 1 week ago

    Pretoria, South Africa Adzuna ZA B C2 Full time

    The underwriter is responsible for short-term insurance policy administration (renewals, endorsements and new business) being written by, providing high quality service and solutions to Account Executives and clients to ensure business retention and profitable growth, always providing qualitative service levels to internal and external clients. All service...

  • Commercial Lines Underwriter

    Found in: Whatjobs ZA C2 - 7 days ago

    Pretoria, South Africa The Recruitment Council Full time

    The underwriter is responsible for short-term insurance policy administration (renewals, endorsements and new business) being written by, providing high quality service and solutions to Account Executives and clients to ensure business retention and profitable growth, always providing qualitative service levels to internal and external clients. All service...

  • Commercial Underwriter

    3 days ago

    Pretoria, South Africa PSG Konsult Full time

    **Job description**: To provide underwriting assistance to the Advisers. The position will focus on commercial lines and transport business **Responsibilities**: - Client face to face meetings - Liaising and providing feedback to clients of underwriting progress. - Handling client queries - Recording details and information on relevant systems - Building...

  • Underwriter

    22 hours ago

    Pretoria, South Africa Lexdan Select Full time

    Lexdan Select is assisting a niche Insurance Agency with their search for an HCV Underwriter, based in Pretoria, Gauteng. Functions: - Responsible for the underwriting of new and renewal business on Heavy Commercial Vehicle (HCV) and Goods in Transit (GIT) risks - Ensure that risks are written within the company’s risk appetite and maintain an acceptable...

  • Heavy Commercial Vehicle Underwriter

    Found in: Whatjobs ZA C2 - 7 days ago

    Pretoria, South Africa The Recruiters Full time

    Job Description: Heavy Commercial Vehicle Underwriter - Pretoria One of our esteemed clients, being a leader in insurance and underwriting, has an exciting opportunity for a Heavy Commercial Vehicle Underwriter to underwrite transportation policies. The role is based in Pretoria. Job Description: Key accountabilities Underwriting of new and...

  • Heavy Commercial Vehicle Underwriter

    Found in: Adzuna ZA B C2 - 1 week ago

    Pretoria, South Africa Adzuna ZA B C2 Full time

    Job Description: Heavy Commercial Vehicle Underwriter - PretoriaOne of our esteemed clients, being a leader in insurance and underwriting, has an exciting opportunity for a Heavy Commercial Vehicle Underwriter to underwrite transportation policies. The role is based in Pretoria.Job Description:Key accountabilities Underwriting of new and renewal business on...

  • Heavy Commercial Vehicle Underwriter

    Found in: Talent ZA 2A C2 - 3 weeks ago

    Pretoria, South Africa The Recruiters Full time

    Job Description: Heavy Commercial Vehicle Underwriter - PretoriaOne of our esteemed clients, being a leader in insurance and underwriting, has an exciting opportunity for a Heavy Commercial Vehicle Underwriter to underwrite transportation policies. The role is based in Pretoria.Job Description:Key accountabilities Underwriting of new and renewal...

  • HCV Underwriter

    Found in: Talent ZA 2A C2 - 2 weeks ago

    Pretoria, South Africa Lexdan Select Full time

    Functions:Responsible for the underwriting of new and renewal business on Heavy Commercial Vehicle (HCV) and Goods in Transit (GIT) risksEnsure that risks are written within the company’s risk appetite and maintain an acceptable loss ratioDeal with day to day queries and amendments to existing policiesMaintaining and building good customer relationships...

  • HCV Underwriter

    Found in: Whatjobs ZA C2 - 7 days ago

    Pretoria, South Africa Lexdan Select Full time

    Functions:Responsible for the underwriting of new and renewal business on Heavy Commercial Vehicle (HCV) and Goods in Transit (GIT) risks Ensure that risks are written within the company’s risk appetite and maintain an acceptable loss ratio Deal with day to day queries and amendments to existing policies Maintaining and building good customer...

  • HCV Underwriter

    Found in: Adzuna ZA B C2 - 2 weeks ago

    Pretoria, South Africa Adzuna ZA B C2 Full time

    Functions:Responsible for the underwriting of new and renewal business on Heavy Commercial Vehicle (HCV) and Goods in Transit (GIT) risksEnsure that risks are written within the company’s risk appetite and maintain an acceptable loss ratioDeal with day to day queries and amendments to existing policiesMaintaining and building good customer relationships...

  • HCV Underwriter

    Found in: Whatjobs ZA C2 - 1 day ago

    Pretoria, South Africa Lexdan Select Full time

    Functions:Responsible for the underwriting of new and renewal business on Heavy Commercial Vehicle (HCV) and Goods in Transit (GIT) risks Ensure that risks are written within the companys risk appetite and maintain an acceptable loss ratio Deal with day to day queries and amendments to existing policies Maintaining and building good customer relationships...

  • HCV Underwriter

    Found in: Talent ZA 2A C2 - 3 weeks ago

    Pretoria, South Africa Lexdan Select Full time

    Functions:Responsible for the underwriting of new and renewal business on Heavy Commercial Vehicle (HCV) and Goods in Transit (GIT) risksEnsure that risks are written within the companys risk appetite and maintain an acceptable loss ratioDeal with day to day queries and amendments to existing policiesMaintaining and building good customer relationships with...

  • Underwriter

    Found in: Talent ZA C2 - 3 weeks ago

    Pretoria, South Africa People Dimension Full time

    Main purpose:• Commercial underwriting and client contact• Commercial claims, dealing with the complete process• General office managementMain job functions:• Dealing directly with clients• Attend to all amendments on policies and distributing policy documents• Issuing new policies• Ensure renewals are dealt with timeously• Register and...

  • Senior Underwriter

    22 hours ago

    Pretoria, South Africa Marsh Full time

    **Senior Underwriter** **What can you expect?** Marsh is a global leader in **insurance broking** and innovative risk management solutions. We help clients quantify and manage risk and help them unlock new growth opportunities. Having an established presence in more than 130 countries worldwide, national and international collaboration and connectedness...

  • Short-term Personal-, and Commercial Lines Advisor

    4 days ago

    Pretoria, South Africa The Hutech International Group Full time

    Gauteng, Tshwane (Pretoria) - (Market related) **_ Our client in the Insurance Sector is seeking an Short-Term Personal-, and Commercial Lines Advisor, with at least 2 years+ experience in Short Term Sales preferably not in a Call Centre._** **_ Position: Short-Term Personal-, and Commercial Lines Advisor_** **_Industry: Insurance_** **_Location:...

  • Short-term Personal-, and Commercial Lines Advisor

    3 days ago

    Pretoria, South Africa Hutech Head Office Full time

    **_Position: Short-Term Personal-, and Commercial Lines Advisor_** **_Industry: Insurance_** **_Location: Pretoria, Gauteng_** **_Salary: R10,000.00_** **Minimum Requirements**: - Matric; - Full qualification (NQF 4 with 120 Credits); - Successfully completed the Class of Business exam; - Successfully completed the RE5 exam; - Currently registered with...

  • Insurance Consultant

    3 weeks ago

    Pretoria, South Africa Sanlam Full time

    **Who are we?** Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

  • Short-term Sales/Underwriter

    Found in: Talent ZA C2 - 3 weeks ago

    Pretoria, South Africa Status Asset Management Full time

    Position: Short-term Sales & UnderwriterLocation: Lynwood, Pretoria Do you have an unwavering attention to detail and an eye for spotting errors? Are you well versed when it comes to overseeing and monitoring compliance within the team? Are you fantastic at motivating and coaching where required? Do you love working with people and providing excellent...

  • Independent Short-term Insurance Broker

    Found in: Talent ZA C2 - 3 weeks ago

    Pretoria, South Africa Status Asset Management Full time

    Position: Independent Short-term Insurance Broker (Commercial)Location: Pretoria Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Raise your hand becauseWE’RE HIRING! It’s our mission to unleash the potential in...

  • Insurance Consultant

    Found in: Talent ZA C2 - 1 week ago

    Pretoria, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...