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Bellville: UNDERWRITER II: PERSONAL LINES posted by HR Option

Bellville: UNDERWRITER II: PERSONAL LINES posted by HR Option

Posted on 2025-07-24 00:00:00

Employer HR Option
Category Banking
Location Western Cape  / Bellville

Job Summary

A well-established company within the financial sector requires an Underwriter for Personal Lines. Your:

  • Formal Education
    • Matric
    • NQF 5 in Short-Term Insurance
    • Regulatory Exam Level 1
    • A minimum of four (4) years Personal Underwriting experience
    • Personal Lines Class of Business
    • 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.
View Job  Johannesburg: Risk Analyst posted by Edgexec (Pty) Ltd

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