Personal Lines Underwriter

7 days ago

Durban, South Africa The Recruiters Full time

**Title**:
**Personal Lines Underwriter**:
**Salary**:

- R15 000 - R30 000

**Description**:

- Our client is a market leading short term insurance broker with over a quarter-century of experience. They provide insurance services to people and businesses across South Africa. They are a fully independent financial services provider that only underwrites through South Africa’s leading insurance companies.
- They are looking for a Personal Lines Underwriter to join their young and dynamic team.

**Category**:

- Finance

**General Requirements**:

- Minimum qualification required for this position:

- Grade 12

Minimum experience required for this position:

- 0 - 3 years

Primary purpose of the position:

- Ensure that the insurance requirements of existing insurance clients are identified and met.
- To keep the Company Promise of meeting and exceeding client expectations.
- Competencies required achieving the core KPAs:
Behavioral attributes:

- Communication skills
- Customer service
- Relationship building
- Interpersonal sills
- Task, time and detail driven
- Rule orientation
- Negotiation skills
- Planning and organising
- Able to support and back up a busy team
- Friendly and co‐operative
- Enthusiasm
- Attention to Detail

Technical skills:

- Computer Literacy [MS Excel, MS Word, PowerPoint, Microsoft Office]

Key performance areas:

- 1. Policy Maintenance
- 2. Policy Renewal
- 3. Retention of current clients
- 4. Client Management
- 5. Proficient in Administration
- 6. Demonstrate Personal Competence
- A brief overview:

- Typing - speed and accuracy: 45 - 55wpm; 100% accuracy
- Intermediate Numeracy and Maths skills
- Typing of general letters / correspondence, spreadsheets, templates, quotations
- Quoting existing clients and amending policies
- Retaining Clients wanting to cancel and Issuing new policies where required
- Collecting Unpaid Premiums
- Telephone queries
- Updating client records
- Managing an electronic diary in terms of day to day follow ups
- Electronic filing and document management
- Checking schedules relating to amended, renewed or transferred policies
- Archiving client correspondence
- Project Assistance

**Location**:

- Durban

**Consultant**:
**Shanita Kriel

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