Duties
Your Matric, NQF 5 in Short-Term insurance, Regulatory Exam Level 1, A minimum of three years relevant commercial experience, DOFA confirmation from FSB, Cardinal 360 system experience (will be an advantage) will help you to suceed in the following duties:
Effectively maintaining commercial 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 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, 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
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to 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 achievement of service delivery goals
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
- Align own behaviour with the organization 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.
- Ensure adherence to organizational policies, practices and procedures.
- Identify and recommend areas / ways to improve processes.
