Corporate Underwriter Cape Town

3 days ago


Cape Town, South Africa Xcel Human Capability and Talent Solutions Full time

Provide stakeholders with effective and efficient corporate 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.

This includes:

- General Enquiries such as but not limited to cover, products, processes
- New Business, Renewals, Endorsements and Re-broke
- Create a risk profile
- Analyse clients’ portfolios
- Conduct a cover assessment
- Request, obtain and assess quotes from insurers
- Request, obtain and/or provide clients with all required information and/or documents
- Arrange valuations and reinsurance
- Raise premiums
- File all relevant documentation electronically and in hard copy
- Cancellations and retention processes
- Refunds
- Claims Management, amongst others.

**Requirements**:

- RE5
- FAIS Compliant (credits and/or full qualification)
- Intermediate Excel, Word and PowerPoint skills
- 3 - 5 years Corporate Underwriting experience.

**Experience**:

- Corporate Underwriting: 3 years (required)

License/Certification:

- RE 5 (required)


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