Underwriting Consultant

**Job description**:
To provide underwriting assistance to the Adviser. The position will focus on both personal and commercial lines of business.

**Responsibilities**:

- Underwriting of existing business
- Liaising with clients
- Preparing quotations
- Issuing and managing new policies, renewals, and endorsements
- Manage premium collections
- Identifying/optimising business opportunities from clients
- Maintaining service level agreement deadlines
- Handling client queries
- Claims Management - the daily claims process
- Building and maintaining good working relationships with clients and internal stakeholders
- Recording details and information on the relevant systems
- Reporting
- Manage client retention and organic growth
- General office assistance and administration

**Skill sets required**:

- Grade 12
- Fully computer literate (MS Word, Excel, and Outlook)
- NQF Level 4 - Full qualification (short-term insurance) as set by regulation or studying towards
- Regulatory examination 1 (Representatives) RE5 successfully completed
- A minimum of 2 years short-term insurance experience
- Good administration skills
- Excellent planning and organising skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills
- Resilient with a good level of stress tolerance
- Highly client-focused with good interpersonal skills

License/Certification:

- NQF level4 Short Term Insurance and RE5 (required)