Personal Lines Underwriter

4 weeks ago

Port Elizabeth, Eastern Cape, South Africa Rbs Full time

RBS is one of the largest Short Term Insurance brokerages in Southern Africa and has just become a level one BBBEE contributor. We are looking for vibrant individuals to join our team.

Job Description

Role Purpose

Provide stakeholders with effective and efficient commercial lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.

Responsibilities:

  • Take appropriate action to minimise cancellations.
  • Ensure retention targets are met.
  • Ensure and contribute to minimisation of general expenses.

Client:

  • Ensure that all stakeholder (e.g. clients, AE's, insurers) communication is accurate, timeous, professional, and relevant.
  • Build and maintain mutually beneficial relationships with internal and external stakeholders.
  • Ensure and contribute to achieving own and company required client satisfaction targets.

Business Processes:

  • Adhere to company quality standards and broader regulatory frameworks with respect to the following processes (but not limited to): General Enquiries such as cover, products, processes, etc.
  • New Business, Renewals, Endorsements, and Re-broke.
  • Analyse clients' portfolios.
  • Request, obtain, and assess quotes from insurers.
  • Request, obtain, and/or provide clients with all required information and/or documents.
  • Raise premiums.
  • File all relevant documentation electronically and in hard copy.

Cancellations:

  • Follow retention processes.
  • Cancel the policy on the system.
  • Confirm cancellation request with the client.
  • File all relevant documentation electronically and in hard copy.
  • Engage in timely and proactive communication with relevant client account executive regarding movements on the clients' portfolio and servicing requirements.
  • Ensure productivity targets are met.
  • Contribute towards and ensure continuous improvement in own and team performance.
  • Adhere to company mandates.
  • Participate and contribute in ad hoc projects.
  • Report any suspected fraud, misrepresentation, and/or dishonesty.
  • Keep accurate record of own activities.

Learning and Growth:

  • Live the RBS values.
  • Ensure objectives of own development plans are achieved.
  • Share information and knowledge with the team.
  • Ensure productivity and quality assurance targets are met.

Job Requirements:

Minimum Qualifications and Skills:

  • Matric or equivalent.
  • FAIS Compliant (credits and/or full qualification).
  • Computer Literate.

Minimum Experience:

  • 3 years' experience working in a client services environment.
  • 3 years' experience as a Commercial Lines Underwriter.
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