Internal Broker/underwriter
3 weeks ago
**Job Title: Internal Broker**
We are seeking an experienced Internal Broker/Underwriter with a minimum of 4 years' relevant underwriting experience, ideally within a Broker environment, adept at handling key accounts and proficient in underwriting for both personal and commercial lines. this role primarily involves inbound responsibilities and does not necessitate in-person meetings.
**Responsibilities**:
As an Internal Broker, your primary responsibilities encompass:
- Diligent service management for an existing client portfolio consisting of 300 clients.
- Proficiently conducting general underwriting tasks.
- Addressing general inquiries related to insurance products, coverage and excesses.
- Efficiently managing policy renewals.
- Handling policy endorsements with precision.
- Scheduling and facilitating Zoom meetings with clients to comprehensively review policies
(minimum 3 client meetings per day).
- Skillfully underwriting and providing accurate quotes for new policies tailored to existing clients.
- Expertly executing re-brokering activities and soliciting quotations from our esteemed insurance partners.
- Profiling risks and conducting a thorough analysis of client portfolio's.
- Coordinating tracking device installations when deemed necessary.
- Arranging valuations with precision.
- Skillful management of policy cancellations and executing effective business retention strategies.
- Processing refunds as required with attention to detail.
**Minimum Qualifications and Requirements**:
- Matric Certificate (Grade 12)
- Essential RE5 certification
- A minimum of 4 years' essential experience in underwriting.
- Proficiency in handling both personal and commercial lines.
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