Port Elizabeth: Short Term Insurance Underwriter (Commercial Lines) posted by Top Vitae
Posted on 2025-05-18 00:00:00
| Employer | Top Vitae |
|---|---|
| Category | Other Finance/Accounting |
| Location | Eastern Cape / Port Elizabeth |
Job Summary
This is a combined sales and service position, whose primary function is to provide quality service to clients and to cross-sell within the existing book of business. The Commercial Lines Underwriter will be the day-to-day liaison between insurance companies and their designated accounts. The Commercial Lines Underwriter will manage and control the relationships with their clients. The Commercial Lines Underwriter must have experience in commercial lines insurance. As needed, they will co-ordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential problems.
Main job tasks and responsibilities
- Addressing various coverage issues
- Contract analysis
- Exposure analysis
- All endorsement activity
- Routine coverage questions
- Problem solving
- Account renewal control in combination with the marketing staff
- Checking and binding policies
General Client Management:
- Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
- Provide consistent, accurate, timely and pertinent communication to clients through constant touch, phone calls, e-mails etc.
- Respond to client inquiries/issues within the established timelines
- Resolve/assist with any service or claims queries
- Assist the marketing staff in the compilation of insurance portfolios for clients
- Assist clients in making appropriate coverage changes; make each contact a marketing opportunity
- Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
- Assist clients by helping to devise means to mitigate risks e.g. additional security measures
- Update Growth Charts after the completion of all/any financial transactions
Follow up on survey requirements:
- Manage their diary
- Respond to clients needs by producing certificates, policies and other related items accurately and on time
- Monitor and review client satisfaction
- Maintain up to date records of communication with clients
Renewals:
- On receipt of the monthly renewal list from their Team Leader, assist the Account Executive to market, negotiate, prepare and analyse alternative renewal options
- Where applicable, on receipt of complete renewal instructions from the Account Executive proceed with the renewal process
- Where the Account Executive indicates they do not require involvement, undertake the renewal procedure according to company standards and requirements
- Develop written and electronic renewal material as appropriate
- Input required information as necessary
Requirements
- Matric Certificate
- RE5 Qualification essential
- Relevant Insurance qualification (Minimum NQF5 with 120 credits) recognized with the FSCA essential
- Class of Business Short Term Personal Lines essential
- Class of Business Short Term Commercial Lines essential
- Proven track record of Product Specific Training completed for all current products – non negotiable
- Proven track record of CPD hours accrued for the current CPD Cycle – essential
- Registered Representative with FSCA (no debarments or pending debarments etc).
- Computer skills and knowledge (Word, Excel, Outlook, Internet)
- 2 or more years experience in commercial lines underwriting
- In depth knowledge of insurance coverages and the ability to communicate this clearly to clients and insurers
- Bilingual
Please consider your application unsuccessful should you not receive a response from our Recruitment Consultants within two weeks of applying for the position.
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Port Elizabeth
More jobs in Eastern Cape
Browse Other Finance/Accounting Jobs
Browse Top Vitae Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Port Elizabeth: Sales people posted by Roberts Hall and Associates
Our well established Insurance Brokerage requires field sales people to sell and promote our range of Insurance products.NoCost to you.Education...
View Job
Sales people
Port Elizabeth: Sales Consultant – Ugently needed posted by Real Promotions PE
Real Promotions is expanding its Sales Department and looking for hardworking, energetic, and motivated individuals to help us reach our targets. Were...
View Job
Sales Consultant – Ugently needed
Port Elizabeth: Creditors Clerk
Qualifications Grade 12 A Commerce or Business Management Diploma is advantageous Computer literacy Job Requirements 2-3 years of creditors experience Good...
View Job
Creditors Clerk
Port Elizabeth: Assistant Setter
As the IMM Assistant Setter, you will be responsible for controlling plant operations, managing production resources, and ensuring the highest standards of...
View Job
Assistant Setter
Port Elizabeth: Forklift & Clamp Truck Operator
Qualifications Matric Valid Forklift Clamp Truck Operator license Valid Drivers license Any code Computer literacy Job Requirements Experience in factory...
View Job
Forklift & Clamp Truck Operator
Port Elizabeth: Junior Mechanical Designer
Qualifications and Requirements N6 in mechanical or higher in an engineering or science-related field. Basic Autodesk Inventor CAD experience or a strong...
View Job
Junior Mechanical Designer
Port Elizabeth: Aluminium Boat Welders/Fabricators
Key Responsibilities Welding Perform MIG and TIG welding on aluminium plates and extrusions. Measure and cut extrusions accurately according to design...
View Job
Aluminium Boat Welders/Fabricators
Port Elizabeth: Production Controller (FMCG)
Main Duties, Responsibilities, and Objectives Oversee and enhance production processes to improve product quality and maximize efficiency, while organizing...
View Job
Production Controller (FMCG)
Port Elizabeth: Safety Officer
Key Performance Areas Business Protection - Monitor and enforce compliance with regulatory, ISO, and legal requirements across all sites. - Ensure the...
View Job
Safety Officer
Port Elizabeth: Audit Supervisor
Requirements BCom Accounting or BCom Auditing Degree - Essential. Completed SAICA Articles - Essential. CA SA - Advantageous. 3 - 5 years experience...
View Job
Audit Supervisor
Port Elizabeth: Operations Controller (PLZ)
My well-established freight forwarder is seeking a suitable all-rounder to join their growing team. Min. 4 years handling sea, air imports and exports as...
View Job
Operations Controller (PLZ)
Port Elizabeth: Independent Reviewer
Requirements Recognized B.Com Accounting Financial qualification. Membership of Professional Body e.g. SAIPA SAICA. 1 - 2 years post-article experience in...
View Job
Independent Reviewer
Port Elizabeth: Chief Financial Officer â Mossel Bay
REQUIREMENTS Relevant finance qualification 8 years in senior financial leadership preferably in funding, trade finance, or non-bank financial services....
View Job
Chief Financial Officer â Mossel Bay
Port Elizabeth: Qualified Accountant – Port Elizabeth posted by HR Corporation
Salary R35,000 per month negotiable for the right candidate Responsible for the supervision of the Debtors Creditors function Management of the Deal...
View Job
Qualified Accountant – Port Elizabeth
Port Elizabeth: Industrial Technician – Air Compressors
Job summary Service Air Compressors and related machinery Troubleshoot compressed air, and related machinery Repair compressed air, and related machinery...
View Job
Industrial Technician – Air Compressors
Port Elizabeth: SAIPA Accountant
Requirements Relevant qualification. SAIPA qualified. Experience required with Xero, Pastel, QuickBooks, SimplePay, Draftworx, SharePoint, and Excel...
View Job
SAIPA Accountant
Port Elizabeth: Junior Industrial Engineer
About the Role As a Junior Industrial Engineer, youll be at the heart of logistics improvement projects, identifying opportunities to enhance efficiency and...
View Job
Junior Industrial Engineer
Port Elizabeth: Branch Manager posted by ExcelGrow
Why Join?This is an excellent opportunity for a confident and reliable professional who thrives in a team-driven environment. The role offers competitive...
View Job
Branch Manager
Port Elizabeth: Store Planner
Key Responsibilities Collaborate Create Partner with relevant stakeholders to prepare initial briefs and develop innovative store layouts that incorporate...
View Job
Store Planner
Port Elizabeth: Junior Finance Assistant
Key Responsibilities Process cash book entries and perform bank reconciliations. Manage petty cash, including disbursements, replenishments, and...
View Job
Junior Finance Assistant
Port Elizabeth: Quality Controller
Key Responsibilities Provide leadership to the Quality team at the Distribution Centre. Monitor supplier compliance with product quality and food safety...
View Job
Quality Controller
Port Elizabeth: Contract Salesperson
We are looking for a Contract Salesperson that is in the plumbing industry based in Gqeberha. Job Role Responsible for ensuring contracts, quotations and...
View Job
Contract Salesperson
Port Elizabeth: Accounts Receivable Clerk
Our client is seeking a Debtors ClerkAccounts Receivable Clerk to join their team Location Port ElizabethGqeberha Job type On-site Permanent Duties and...
View Job
Accounts Receivable Clerk
Port Elizabeth: Shipping Coordinator
As the Shipping Coordinator , you will be responsible for overseeing and planning all shipping processes and activities, ensuring the smooth flow of export...
View Job
Shipping Coordinator
Port Elizabeth: Unit Manager
Key Responsibilities Achieve production targets, ensuring adherence to the Production Plan, Master Production Schedule MPS, and Planned Maintenance. Manage...
View Job
Unit Manager