Commercial Underwriter
6 months ago
1.1.1 E ff ec t i v ely m a in t a i n i ng u n de r w ri t i ng s t anda r d s a n d p r o v i d i ng qu a l i t y c l i e nt and b r o ker se r v i ce
Underwrite in accordance with standards, policies and procedures
Support BDC’s in acquiring and retaining profitable business
Attend to administration and written communication)
Ensure that all documentation is processed accurately & correctly
Ensure documentation, including SASRIA is issued, checked and authorized prior to dispatch
Ensure queries are resolved as per company standards
Ensure renewal reviews are completed timeously
Ensure retentions are calculated
Ensure timeous and accurate management of mail count
Request, monitor survey and survey requirements as per laid down procedures
Correct unprofitable policies
Ensure policies are not overexposed
1.1.2 Service delivery to ensure customer satisfaction
Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to 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 achievement of service delivery goals
Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
1.1.3 Maintain effective people practices
Align own behaviour with the organization 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.
1.1.4 Continuous improvement to ensure effective service
Ensure adherence to organizational policies, practices and procedures.
Identify and recommend areas / ways to improve processes.
1.2 Competencies
Must be administratively driven and demonstrate excellent attention to detail skills.
Must be results oriented and meet the required expectations of the position.
Must have the ability to make recommendations and decisions.
Must be a team player and able work individually.
Excellent communication skills (must be able to communicate on all levels).
Excellent customer service skills (verbal and written).
Must be able to work under pressure.
1.1.1 E ff ec t i v ely m a in t a i n i ng u n de r w ri t i ng s t anda r d s a n d p r o v i d i ng qu a l i t y c l i e nt and b r o ker se r v i ce
Underwrite in accordance with standards, policies and procedures
Support BDC’s in acquiring and retaining profitable business
Attend to administration and written communication)
Ensure that all documentation is processed accurately & correctly
Ensure documentation, including SASRIA is issued, checked and authorized prior to dispatch
Ensure queries are resolved as per company standards
Ensure renewal reviews are completed timeously
Ensure retentions are calculated
Ensure timeous and accurate management of mail count
Request, monitor survey and survey requirements as per laid down procedures
Correct unprofitable policies
Ensure policies are not overexposed
1.1.2 Service delivery to ensure customer satisfaction
Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to 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 achievement of service delivery goals
Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
1.1.3 Maintain effective people practices
Align own behaviour with the organization 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.
1.1.4 Continuous improvement to ensure effective service
Ensure adherence to organizational policies, practices and procedures.
Identify and recommend areas / ways to improve processes.
1.2 Competencies
Must be administratively driven and demonstrate excellent attention to detail skills.
Must be results oriented and meet the required expectations of the position.
Must have the ability to make recommendations and decisions.
Must be a team player and able work individually.
Excellent communication skills (must be able to communicate on all levels).
Excellent customer service skills (verbal and written).
Must be able to work under pressure.
2.1 Qualification & Education
Essential Requirements
Preferred qualifications
Matric
**Regulatory Exam**: Representatives
FAIS Credits (as per FAIS requirement)
Must be Fit & Proper in terms of the FAIS Act
Must not be debarred with FSB
2.2 Work Experience
Essential Requirements
Preferred qualifications
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