Underwriter | Polokwane
This short term insurance underwriter will be responsible for the following duties:
- New quotations
- Policy renewals on an annual basis
- Confirmation letters
- Amendments on policies
- Reinstatement of cancelled policies
- Cancellation of policies
- Force debits, refunds, payments and return debits related to unpaid premiums.
- Follow-up on outstanding documentation.
- Interact with clients and service providers regarding new and existing policies.
- Complete documentation and capture information related to the underwriting request.
- Ensure proper and correct communication channels are followed throughout the process.
- Adhere to policies and procedures in place.
- Set up appointments with clients.
- Prepare policy summaries, quotations and schedules and any other required documentation.
- Ensure that all documentation and information send to clients, service providers or any other party related to the underwriting task at hand is correct.
- Negotiate with insurers and service providers regarding rates and premiums.
- Follow instruction and complete delegated duties in a timeous manner.
- All communication and instructions from and to a client and a service provider via any communication medium, must be done or confirmed in writing and to be noted in the relevant task on the workflow system
- Assist the brokers in the following:
