Internal Broker/underwriter
1 month ago
**Introduction**
Our client who is an independent, specialist financial brokerage, who offer financial planning, asset management, short term insurance, tax and estate planning functions to medical practitioners nationally, is seeking an Internal Broker/Underwriter to join their Dynamic team
The Internal Broker/ Underwriter is required a minimum of 4 years’ relevant underwriting experience, preferably in a Broker environment dealing with key accounts and underwriting for both personal and commercial lines. This position is an inbound position and doesn’t require face to face meetings.
**Duties & Responsibilities**
- Servicing an existing book of clients
- General underwriting
- General enquiries regarding products, cover, and excesses
- Renewals
- Endorsements
- Arranging Zoom meetings with clients to review policies (minimum 3 client meetings per day)
- Underwriting and quoting new policies for existing clients.
- Re-brokering and obtaining quotations from our insurance partners
- Creating risk profiles and analysis of client’s portfolio
- Arranging tracking device installations
- Arranging valuations
- Cancellations and business retention
- Refunds
**Minimum requirements**:
- Matric
- RE5 (essential)
- NQF 4 advantageous
- Minimum 4 years’ experience essential
- Experience with both personal and commercial lines
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