Personal Lines Underwriter

A company in the Financial Services industry is looking for a Personal Lines underwriter to join their team.

Your:

Formal Education:

• NQF 5 in Short-Term Insurance
• Regulatory Exam Level 1
• A minimum of four (3) years Personal Underwriting experience
• Personal Lines Class of Business

will enable you to fulfill the following duties:

Effectively maintaining underwriting standards and providing quality client service:

• Issuing new policies, renewals, and endorsements on the C360 System.
• Preparing 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 before 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.
• Check 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 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.