Underwriter

5 months ago

Port Elizabeth, South Africa Badger Holdings Full time

The underwriter is responsible for short-term insurance policy administration (renewals, endorsements and new business) being written by Commrisk Insurance Brokers, providing high quality service and solutions to Account Executives and clients to ensure business retention and profitable growth, always providing qualitative service levels to internal and external clients. All service provisions will meet the requirements of Treating the Customer Fairly (TCF)
- To uphold and support the group values of Focus, Resilience, Tenacity, Discipline and Relationships as well as the Company Vision, Brand Promise and Values of Client Service, Professionalism, Performance, Innovation and Partnership
- All employees have agreed individual objectives which align with the Company/Branch objectives
- Key Performance Areas agreed in conjunction with manager
- Formal appraisal against the objectives is completed for each employee on a regular basis
- Weekly/Monthly/Other Business Review Meetings are conducted with each employee
- All non-performance and developmental areas are discussed with Human Resources and actions put in place to address
- Administration related to job completed accurately and on time
- All processing will conform to the paperless environment concept and process
- Relationships developed with own key customers whether internal (eg Account Executives) or external
- High level of customer service in line with TCF objectives maintained to facilitate customer retention and new business opportunities
- Relationships developed with relevant employees in other departments/branches
- FAIS requirements for position achieved and maintained
- Keeps abreast of developments relevant to the position
- Continually works towards further self-development
- Build and maintain constructive and effective relationships with clients/Account Executives by meeting and exceeding expectations
- Respond to and resolve client inquiries/issues within the established underwriting procedure manual
- Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
- Assist clients/Accounts Executives by helping to devise means to mitigate risks e.g. additional security measures
- Follow up on survey requirements as per underwriting procedure manual
- Respond to clients’ needs by producing cover confirmations, policies and other related items accurately and on time according to procedures
- Monitor and review Client/Account Executive satisfaction
- Provide both clerical and administrative support to the accounts executives as per underwriting procedures - either as part of a team or individually.
- Be responsible for certain projects as identified by a Supervisor / Manager.
- Copy Account Executive into all correspondence and continually update the Account Executive.
- Utilise the Flexi diary function for follow ups for outstanding documentation/reminders.
- Underwriting duties (renewals, endorsements, unpaid premiums, new business, etc.) should be accurately as per the underwriting procedure manual provided, so that anyone checking on a file (may it be a Auditor/Supervisor/Manager/Insurer) that the trail can be picked up and it can be seen that the correct underwriting processes has been followed timeously.
- Comparative quotations - attempt to obtain better and cheaper comparative quotations for the client, on request of the accounts executive as per the procedures provided
- Obtaining all of the relevant documentation. E.g. FICA documents, jewellery valuation certificates, tracking certificates, etc.
- Updating Flexi documents, Flexi notes and Diary entries on a daily basis.
- To be able to use the full function of Flexi and draw Premium Confirmation/Statements/Debit Notes
- Always treat clients/colleagues/Management/Account Executives with absolute dignity and respect.
- Ask your Supervisor / Manager questions if you are unsure about any work-related issue.
- Report any suspicious activities to your Supervisor / Manager.
- All other reasonable duties that might be assigned from time to time by supervisor/manager.

**EDUCATION/TRAINING**

Short term insurance qualification NQF4 or higher

RE5 certificate

FAIS compliancy to personal/commercial lines level

Insurer Product Specific Training

Class of Business Training

Continuing Professional Development (CPD)

Proficient in Microsoft Office Suite, specifically Word, Excel and Outlook

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