George: Underwriter posted by Green Marble Recruitment Consultants
Posted on 2025-05-22 00:00:00
| Employer | Green Marble Recruitment Consultants |
|---|---|
| Category | Other Insurance |
| Location | Western Cape / George |
Job Summary
- Minimum of 4 – 5 years in Commercial / Personal Underwriting.
- Short-term insurance qualification NQF4 or higher.
- RE5 Certificate.
- FAIS compliant (personal/commercial lines).
- Cardinal 360
- Class of Business Training.
Personality traits:
- Client service orientated.
- Excellent communication skills.
- Attention to detail.
- Strong analytical skills.
- Ability to make decisions.
Responsibilities:
- The underwriter is responsible for short-term insurance policy administration (renewals, endorsements and new business). Providing high-quality service and solutions to Account Executives and clients to ensure business retention and profitable growth.
- Always providing qualitative service levels to internal and external clients.
- Build and maintain constructive and effective relationships with clients.
- Provide consistent, accurate, timely and pertinent communication to clients/Account Executives through “constant touch”, phone calls, e-mails, etc.
- Respond to and resolve client inquiries/issues.
- Inform and educate clients about coverage, exclusions and exposures, and document electronic files accordingly.
- Assist clients/accounts executives by devising means to mitigate risks.
- Follow up on survey requirements.
- Respond to clients’ needs by producing cover confirmations, policies and other related items.
- Monitor and review Client/Account Executive satisfaction
- Provide both clerical and administrative support to the accounts executives.
- Responsible for certain projects as identified by a Supervisor / Manager.
- Utilise the Flexi diary function for follow-ups for outstanding documentation/reminders.
- Underwriting duties (renewals, endorsements, unpaid premiums, new business, etc.)
- Comparative quotations – attempt to obtain better and cheaper comparative quotations for the client.
- Obtain all of the relevant documentation. E.g. FICA documents, jewellery valuation certificates, tracking certificates, etc.
- Update Flexi documents, Flexi notes and Diary entries on a daily basis.
- Ability to use the full function of Flexi and draw Premium Confirmation/Statements/Debit Notes.
- Report any suspicious activities to your Supervisor / Manager.
- All other reasonable duties that might be assigned from time to time by the supervisor/manager.
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