Germiston: Domestic Underwriter

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