Personal Lines Underwriter

7 months ago

Cape Town, South Africa Risk Benefit Solutions Full time

RBS is one of the largest brokern in the Southern Africa.

**Role Purpose**

Provide stakeholders with effective and efficient personal 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.

Financial:

- Take appropriate action to minimise cancellations
- Ensure new business targets are met
- 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 wrt the following processes (but not limited to):

- General Enquiries such as but not limited to cover, products, processes etc.
- New Business, Renewals, Endorsements
- Underwrite policies according to the underwriting guidelines
- Conduct risk assessments and decide to accept or decline risk
- Rate policies in keeping with underwriting guidelines
- Draw up and send quotes
- Request, obtain and/or provide clients with all required information and/or documents
- Arrange surveys and reinsurance
- Analyse clients’ portfolios
- File all relevant documentation electronically and in hard copy
- Upsell cover to clients where appropriate
- Cancellations
- Follow retention processes
- Confirm cancellation request with the client
- Cancel the policy on the system
- File all relevant documentation electronically and in hard copy
- Refunds
- Raise invoices
- Request refunds from line manager electronically
- File all relevant documentation electronically and in hard copy
- 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 Way by committing to the organisational values
- Ensure continuous self-development
- Share information and knowledge with the team

Minimum Qualifications and Skills:

- Matric or equivalent
- RE5
- FAIS Compliant (credits and/or full qualification)
- Computer Literate
- Excellent communication skills

Minimum Experience:

- 2 years’ experience working in a client services environment
- 2 years’ experience as a Personal Lines Underwriter

**Salary**: R23,000.00 - R30,000.00 per month

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