Job Description

The Senior Commercial Lines Underwriter must have experience in commercial lines insurance. As needed, they will coordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential problems.Daily servicing of clients will include but is not limited to:

• 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 the 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

All other reasonable duties that might be assigned to the employee.Requirements:Suitable candidates must meet the following minimum qualification or experience requirements:

• Matric Certificate
• RE5 Qualification essential
• Relevant Insurance qualification (Minimum NQF5) recognized with the FSCA essential
• Class of Business Short Term Commercial Lines essential
• Proven track record of PST 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)
• 3 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
• Afrikaans speaking non-negotiable

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