Search our Listings

Are you an experienced underwriter with a keen eye for detail and a passion for helping individuals protect their assets? Our client, a top-tier insurance company renowned for its customer-centric approach and innovative solutions, is looking for a talented Personal Lines Underwriter to join their team. Duties and Responsibilities: Financial:

• Ensure new business targets are met.
• Ensure Binder fees targets are met.
• Ensure retention of existing clients.
• 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:

• General Enquiries such as but not limited to cover, products, processes etc.
• New Business, 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.
• Cancellations.
• Follow retention processes.
• Cancel the policy on the system.
• Confirm cancellation request with the client.
• File all relevant documentation electronically and in hard copy.
• Refunds.
• Raise invoices.
• Request refunds from the line manager electronically.
• File all relevant documentation electronically and in hard copy.
• Adhere to company mandates.
• Participate and contribute in ad hoc projects.
• Report any suspected fraud, misrepresentation and/or dishonesty.
• Keep an accurate record of your own activities.

Learning and Growth:

• Live the company's values.
• Ensure continuous self-development.
• Ensure objectives of own development plans are achieved.
• Share information and knowledge with the team.
• Ensure productivity and quality assurance targets are met.

Qualifications & Skills:

• Matric or equivalent.
• FAIS Compliant.
• Computer Literate.
• Excellent communication skills.
• Excellent customer service skills.

Experience:

• 2 years experience working in a client services environment.
• 2 years experience as a Personal Lines Underwriter.