Commercial Lines Underwriter

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

    4 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...

  • Commercial Underwriter

    4 weeks ago

    Pretoria, South Africa Energy at Work Projects Full time

    A fantastic opportunity has become available for a Commercial Underwriter with one of the companies that supports the most well-known insurance brokers in the short-term insurance industries. Needs to have knowledge and understanding of various Commercial products - in depth knowledge. - Needs to understand Commercial Lines product requirements. Various...

  • Commercial Underwriter

    4 weeks ago

    Pretoria, South Africa Mass Staffing Projects Full time

    **Job Information** - Location- Finance Jobs in Pretoria- Salary- R420k - R400k- Job Type- Permanent- Education- Diploma- Experience- 5-7 Years- Reference- 180822AUDRS01- - finance.jobs(at)staffingprojects.co.za- Fax- 0865728847A leading company based in Pretoria is seeking a commercial underwriter to form part of their growing team. They offer growth and a...

  • HCV Underwriter

    4 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...

  • HCV Underwriter

    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 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...

  • HCV Underwriter

    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) 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...

  • Underwriter

    4 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...

  • Short Term Insurance Underwriter

    4 weeks ago

    Pretoria, South Africa Third Age Group Full time

    **Job description** If you have solid Short-Term Insurance experience as an Underwriter and you are looking for an opportunity to build and grow your career in a way that fosters collaboration and encourage collective efforts as well as personal success, we are looking for you! **Position Requirements**: - RE5; - NQF Level 4 Short Term Qualification -...

  • Underwriter/claims Assistant

    4 weeks ago

    Pretoria, South Africa PSG Insure Full time

    **Job description**: The Assistant will be responsible for coordinating and managing the underwriting, claims and administration processes. **Responsibilities**: - Liaising with clients - Underwriting of existing business - Preparing quotations - Issuing new policies, renewals, and endorsements - Negotiating renewal terms and preparing the renewal...

  • Insurance Consultant

    4 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

    4 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

    4 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

    3 weeks 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...

  • Commercial Claims Consultant

    6 days ago

    Pretoria, South Africa PSG Konsult Full time

    **Job description**: The Claims Consultant will be responsible to provide administrative assistance and support in line with commercial lines insurance. **Responsibilities**: - Client face to face meetings - Liaising and providing feedback to clients of claim progress. - Handling client queries - Claims Management: the daily claims process from capturing...

  • Financial Adviser: Commercial and Personal

    4 weeks ago

    Pretoria, South Africa PSG Insure Full time

    **Job description**: The Adviser is responsible for the selling of short-term personal and commercial insurance products and services to the right clients. **Responsibilities**: - Aggressive selling of short-term products specialising in personal and commercial lines - Quotations for clients - Follow up on leads - Advising clients on their short-term...

  • Senior Specialist, Commercial

    7 days ago

    Pretoria, South Africa Exxaro Recruitment Full time

    **Job Advert Summary**: **PURPOSE**: ***- To develop and implement contracting strategies and, commercial value release initiatives - To provide commercial leadership and expertise within portfolio and support Manager, Capital Buying with regards to execution of contract management strategy for allocated portfolio - To develop and maintain contracting...

  • Senior Specialist, Commercial

    7 days ago

    Pretoria, South Africa Exxaro Recruitment Full time

    **Job Advert Summary**: **PURPOSE**: - To develop and implement commodity, contracting and supplier strategies, commercial value release and security of supply initiatives. - To provide commercial leadership and expertise within portfolio and support Procurement and Group Contracts with regards to execution of contract management strategy for allocated...

  • Actuarial Specialist

    4 weeks ago

    Pretoria, South Africa Belmar Personnel Full time

    To be involved in all aspects of actuarial management of a short-term insurer with a focus on pricing and product development, including business intelligence, underwriting and other ad-hoc commercial involvements. This is a broad, technical role with opportunities to develop in a range of directions. Responsibilities and work outputs - Collect data from...

  • Client Services Commercial Manager

    4 weeks ago

    Pretoria, South Africa MiWay Full time

    Who are we? - Knowledge of billing and collections procedures and practices - Excellent verbal and written communication skills - Grade 12 / Standard 10 / Matric / NQF 4 - Applicable post-matric qualifications will be advantageous - 5 years + Client Services experience - 3 years + Commercial Management Experience Essential Requirements - Solid understanding...

  • Actuarial Specialist

    4 weeks ago

    Pretoria, South Africa Belmar Personnel Full time

    Centurion Role Purpose To be involved in all aspects of actuarial management of a short-term insurer with a focus on pricing and product development, including business intelligence, underwriting and other ad-hoc commercial involvements. This is a broad, technical role with opportunities to develop in a range of directions. Responsibilities and work...