Our Client with a national footprint got 2 positions available.

Formal Education:

• Matric
• NQF 5 in Short-Term Insurance
• Regulatory Exam Level 1
• A minimum of five years of relevant commercial underwriting experience
• DOFA confirmation from FSB
• Cardinal 360 system experience will be an advantage

Duties:

• Effectively maintaining commercial underwriting standards and providing quality client service:
  • Issuing new policies, renewals and endorsements on the CIMS3 System
  • Prepare new business quotes.
  • Underwrite in accordance with standards, policies and procedures
  • Support sales team in acquiring and retaining profitable business
  • Attend to administration and written communication
  • Ensure that all documentation is processed accurately & correctly
  • Ensure documentation is checked and authorised if appropriate prior to dispatch
  • Ensure queries are resolved as per company standards
  • Negotiating renewal terms and preparing the renewal documentation.
  • Ensure renewal reviews are completed timeously
  • Ensure retentions are calculated
  • Request, monitor survey and survey requirements as per laid down procedures
  • Correct unprofitable policies
  • Ensure policies are not overexposed
  • Checking policies before sending to clients
  • Telephone contact with clients when they phone in with queries or amendments/ additional covers
  • Saving all work electronically
• Service delivery to ensure customer satisfaction:
  • Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
  • Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved.
  • Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals
  • Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
• Maintain effective people practices:
  • Align own behaviour with the organization culture and values.
  • Share and transfer product, process and systems knowledge to colleagues.
  • Collaborate and work with the Underwriting team to ensure required service levels are delivered.
• Continuous improvement to ensure effective service:
  • Ensure adherence to organizational policies, practices and procedures.
  • Identify and recommend areas / ways to improve processes.