Job Description

Job SummaryYour:

• Matric
• NQF 5 in Short-Term Insurance
• Regulatory Exam Level 1
• A minimum of five years relevant underwriting experience
• DOFA confirmation from FSB
• Cardinal 360 system experience will be an advantage
• Financial Services industry experience

will help you to suceed in the following duties:

• Effectively maintaining underwriting standards and providing quality client service:

• Issuing new policies, renewals, and endorsements on the CIMS3 System
• Prepare new business quotes
• Underwrite in accordance with standards, policies and procedures
• Support the sales team in acquiring and retaining profitable business
• 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
• Share knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery
• Maintain effective people practices:

• Align own behaviour with the organisation's culture and values
• Share and transfer product, process, and systems knowledge to colleagues
• Collaborate and work with the Underwriting team to ensure required service levels are delivered
• Continuous improvement to ensure effective service:

• Ensure adherence to organisational policies, practices, and procedures
• Identify and recommend areas / ways to improve processes

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