Job Description

Job SummaryYour Grade 12 Certificate, short term insurance qualification or equivalent as well as:Experience:

• Basic computer literacy, including experience with Microsoft Office Suite.
• Experience in short term insurance underwriting or administration is beneficial.

Language Requirements:

• Proficient in English and Afrikaans

will enable you to do the following duties:Effectively maintaining underwriting standards and providing quality client service:

• Issuing new policies, renewals, and endorsements on the C360 System
• Help to prepare new business quotes
• Underwrite in accordance with standards, policies and procedures
• Attend to administration and written communication
• Ensure that all documentation is processed accurately & correctly
• Ensure documentation is checked and authorised if appropriate prior to dispatch
• Ensure queries are resolved as per company standards
• Negotiating renewal terms and preparing the renewal documentation.
• Ensure renewal reviews are completed timeously
• Ensure retentions are calculated
• Request and monitor survey and survey requirements as per laid down procedures
• Correct unprofitable policies
• Ensure policies are not overexposed
• Checking policies before sending to clients
• Telephone contact with clients when they phone in with queries or amendments/ additional covers
• Saving all work electronically
• Service delivery to ensure customer satisfaction
• Maintain service, quality, and desired outputs within a specific functional process by ensuring compliance with tactical policies, procedures, and standards.
• Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved
• Develop work routines in line with operational plans / schedules in order to manage the achievement of service delivery goals
• Participate in the creation of new standards, control systems, and procedures to maintain service delivery.

Processes:

• Administrative Support and Document Management:

• Receive and process new leads.
• Enter and organise details into the system accurately.
• Generate quotes and ensure they are correctly formatted.
• Perform general administrative tasks to support the underwriting team.
• Follow up on any missing or outstanding information.
• Maintain an organised electronic filing system for all quote records.

• Compliance and Process Adherence:

• Follow established protocols and procedures in performing tasks.
• Ensure adherence to the organisation's confidentiality and privacy policies.

People:

• Communication and Interpersonal Skills:

• Liaise with internal team members and external contacts to ensure a smooth quote process.
• Provide updates and support to the underwriting department as required.
• Maintain a high level of professionalism and respect in all communications.

Technology:

• Continuous Learning and Development:

• Learn and understand the basics of underwriting and quote generation.
• Participate in training and development opportunities to improve job knowledge and skills.

HR OptionRecruiter

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