Personal Lines Underwriter
Posted on 2025-04-16
| Employer | Status Staffing |
|---|---|
| Salary | 0 |
| Category | Insurance And Investments |
| Location | Western Cape / Cape Town |
Job Summary
EMPLOYMENT TYPE : Permanent
SECTOR : Insurance
BASIC SALARY : Market Related
START DATE : A.S.A.P / Immediate
REQUIREMENTS:
- 3 years-experience in client services environment
- 3 years-experience as a Personal Lines Underwriter
- Microsoft Office (Word, Excel)
- Matric or equivalent qualification
- RE5 NON NEGOTIABLE
- FAIS compliant (credits and/or full qualification)
DUTIES:
- Ensure new business targets are met
- Ensure Binder fees targets are met
- Ensure retention of existing clients
- Ensure and contribute to minimization of general expenses
- Ensure that all stakeholder (e.g. clients, AEs, 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
- General Enquiries such as but not limited to cover, products, processes
- New Business, Renewals, Endorsements and Re-broke
- Conduct risk assessments
- Analyze 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
- 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
HOURS:
- Mon Fri: 08:00 16:30
Should you meet all the requirements, apply on our website at Status Staffing
Personal Lines Underwriter position available in Western Cape, Cape Town. This job position was posted by Status Staffing. The job has been posted as a char8000 ad on 2025-04-16 at 01:01:20 in the Insurance And Investments category
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