Personal Lines Underwriter, Port Elizabeth

Role Purpose Provide stakeholders with effective and efficient personal lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.

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

Adhere to company processes, service level agreements, quality assurance targets and broader regulatory frameworks wrt the following processes (but not limited to):

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 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 accurate record of own activities

Learning And Growth

Live the RBS 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

Job Requirements Minimum Qualifications&Skills

Matric or equivalent

FAIS Compliant

Computer Literate

Excellent communication skills

Excellent customer services skills

Minimum Experience

2 years’ experience working in a client services environment

2 years’ experience as a Personal Lines Underwriter

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