Underwriter Ii

Your : Formal Education Matric NQF 5 in Short-Term Insurance Regulatory Exam Level 1. A minimum of four years Personal Underwriting experience. DOFA confirmation from FSB. Cardinal system experience will be an advantage.

1. Effectively maintaining underwriting standards and providing quality client service.
2. Issuing new policies, renewals, and endorsements on the C System.
3. Prepare new business quotes.
4. Underwrite in accordance with standards, policies, and procedures.
5. Support the sales team in acquiring and retaining profitable business.
6. Attend to administration and written communication.
7. Ensure that all documentation is processed accurately & correctly.
8. Ensure documentation is checked and authorised if appropriate prior to dispatch.
9. Ensure queries are resolved as per company standards.
10. Negotiate renewal terms and prepare the renewal documentation.
11. Ensure renewal reviews are completed timeously.
12. Ensure retentions are calculated.
13. Request and monitor survey and survey requirements as per laid down procedures.
14. Correct unprofitable policies.
15. Ensure policies are not overexposed.
16. Check policies before sending to clients.
17. Telephone contact with clients when they phone in with queries or amendments/additional covers.
18. Saving all work electronically.

To ensure customer satisfaction: Maintain service, quality, and desired outputs within a specific functional process by ensuring compliance with tactical policies, procedures, and standards; Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved; Develop work routines in line with operational plans/schedules in order to manage the achievement of service delivery goals; Share knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery.

Maintain effective people practices: Align own behaviour with the organisation's culture and values; Share and transfer product, process, and systems knowledge to colleagues; Collaborate and work with the Underwriting team to ensure required service levels are delivered.

To ensure effective service: Ensure adherence to organisational policies, practices, and procedures; Identify and recommend areas/ways to improve processes.