Personal Lines Underwriter

1 week ago

Cape Town, South Africa RBS Insurance Brokers Full time

Personal Lines Underwriting: High Net Worth

Provide stakeholders with effective and efficient personal lines 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.

**Financial**
- Take appropriate action to minimise cancellations
- Ensure new business targets are met
- Ensure retention targets are met
- Ensure and contribute to minimisation of general expenses

**Client**
- Ensure that all stakeholder (e.g. clients, AE’s, insurers) communication is accurate, timeous, professional and relevant
- Build and maintain mutually beneficial relationships with internal and external stakeholders
- Ensure and contribute to achieving own and company required client satisfaction targets

**Business processes**
- Visit High Nett Worth clients regularly and on request to service existing needs as well as generate and source leads for new business
- Adhere to company quality standards and broader regulatory frameworks wrt the following processes (but not limited to):

- General Enquiries such as but not limited to cover, products, processes etc
- New Business, Referrals, Renewals, Endorsements and Re-broke
- Conduct risk assessments
- Analyse clients’ portfolios
- Request, obtain and assess quotes from insurers
- Rate policies
- 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
- Upsell cover to clients where appropriate
- Generate new business leads and/or referrals and successfully convert leads
- Ensure productivity targets are met
- Adhere to company mandates
- Participate and contribute in ad hoc projects
- Report any suspected fraud, misrepresentation and/or dishonesty
- Keep accurate record of own activities

**Learning and Growth**
- Live the RBS values
- Ensure continuous self-development
- Share information and knowledge with the team

**Minimum Requirements**
- Matric or equivalent
- RE5
- FAIS Compliant (Credits and/or full qualification)
- Computer Literate
- Excellent communication skills
- 3 years’ experience working in face-to-face sales (Short Term Insurance)
- 3 years’ experience as a Personal Lines (Short Term Insurance)

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