Provide stakeholders with effective and efficient commercial lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy. Key Responsibilities Financial Take appropriate action to minimise cancellations Ensure retention targets are met Ensure and contribute to minimisation of general expenses Client Ensure that all stakeholder (e.g., clients, AE’s, insurers) communication is accurate, timely, 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 Business processes Adhere to company quality standards and broader regulatory frameworks wrt the following processes (but not limited to): General Enquiries such as but not limited to cover, products, processes etc New Business, Renewals, Endorsements and Re-broke Analyse clients’ portfolios Request, obtain and assess quotes from insurers Request, obtain and/or provide clients with all required information and/or documents Raise premiums File all relevant documentation electronically and in hard copy 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 Engage in timely and proactive communication with relevant client account executive regarding movements on the client’s portfolio and servicing requirements Ensure productivity targets are met Contribute towards and ensure continuous improvement in own and team performance Adhere to company mandates Participate and contribute to ad hoc projects Report any suspected fraud, misrepresentation and/or dishonesty Keep accurate record of own activities Learning and growth Live the RBS Way Ensure continuous self-development Share information and knowledge with the team Job Requirements Minimum Qualifications & Skills Matric or equivalent RE5 FAIS Compliant (credits and/or full qualification) Computer Literate Excellent communication skills Minimum Experience 3 years’ experience working in a client services environment 3 years’ experience as a Commercial Lines Underwriter #J-18808-Ljbffr
Commercial Underwriter
RBS INSURANCE BROKERS
cape town, cape town
Published 14 days ago
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