Requirements

– Tertiary or professional qualification in Personal Lines Short Term Insurance Underwriting

– Matriculation

– RE 5 Certification

– Full FAIS Qualification with Class of Business in Personal Lines

– Up-to-date CPD Points

**Experience**

– Minimum of 7 years’ experience in Personal Lines Insurance

**Role Purpose**

– Provide exceptional service and quotations for clients’ personal short-term insurance requirements

– Set and maintain standards for personalised service

**Key Responsibilities**

– Service and provide quotations for existing portfolios

– Assist clients by phone, taking instructions, and confirming them in writing

– Complete voice logging system with client’s surname and reason for call

– Attend to written instructions for additions or deletions to existing policies, and confirm in writing

– Capture changes on the system, generate schedules and debit/credit notes, and send to the client with a covering letter

– Maintain a diary of outstanding information/documentation and follow up regularly via telephone, email, fax, or SMS

– Delete warranties and adjust premiums if discounts were given for a tracking device or limited kilometres, and documentation/information is not received after 3 follow-ups

– Advise clients on proper insurance coverage and maintain necessary working notes

– Make notes on EDS files regarding follow-up on diary

– Contact clients who request cancellation to understand the reason and offer alternative options to retain them

– Flag any client-specific issues related to loss of income or poor service levels

– Confirm all advice, telephonic discussions, and client discussions in writing

– Handle Renewals, New Business, Re-insurance, and Credit Control

Requirements

– Tertiary or professional qualification in Personal Lines Short Term Insurance Underwriting

– Matriculation

– RE 5 Certification

– Full FAIS Qualification with Class of Business in Personal Lines

– Up-to-date CPD Points

**Experience**

– Minimum of 7 years’ experience in Personal Lines Insurance

**Role Purpose**

– Provide exceptional service and quotations for clients’ personal short-term insurance requirements

– Set and maintain standards for personalised service

**Key Responsibilities**

– Service and provide quotations for existing portfolios

– Assist clients by phone, taking instructions, and confirming them in writing

– Complete voice logging system with client’s surname and reason for call

– Attend to written instructions for additions or deletions to existing policies, and confirm in writing

– Capture changes on the system, generate schedules and debit/credit notes, and send to the client with a covering letter

– Maintain a diary of outstanding information/documentation and follow up regularly via telephone, email, fax, or SMS

– Delete warranties and adjust premiums if discounts were given for a tracking device or limited kilometres, and documentation/information is not received after 3 follow-ups

– Advise clients on proper insurance coverage and maintain necessary working notes

– Make notes on EDS files regarding follow-up on diary

– Contact clients who request cancellation to understand the reason and offer alternative options to retain them

– Flag any client-specific issues related to loss of income or poor service levels

– Confirm all advice, telephonic discussions, and client discussions in writing

– Handle Renewals, New Business, Re-insurance, and Credit Control