Where

UNDERWRITER II: PERSONAL LINES

Job Placements
Randburg Full-day Full-time

Description:

Your:

  • Formal Education
  • Matric
NQF 5 in Short-Term Insurance Regulatory Exam Level 1 A minimum of four (4) years Personal Underwriting experience DOFA confirmation from FSB Cardinal 360 system experience will be an advantage

will enable you to fullfill the following duties:

Effectively maintaining underwriting standards and providing quality client service: Issuing new policies, renewals, and endorsements on the C360 System; Prepare new business quotes; Underwrite in accordance with standards, policies and procedures; Support the 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 and 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 by ensuring compliance with 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 the 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 organisation's 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 organisational policies, practices, and procedures; Identify and recommend areas / ways to improve processes.
19 Mar 2025;   from: gumtree.co.za

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