Experience
- Basic computer literacy, including experience with Microsoft Office Suite.
- Experience in short term insurance underwriting or administration is beneficial.
- Proficient in English and Afrikaans
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.
- 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.
- 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.
- 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.
