Job Description

Job Summary

Your Matric, NQF 5 in Short-Term insurance, Regulatory Exam Level 1, A minimum of three years relevant 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

Service delivery to ensure customer satisfaction:

• 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.

Maintain effective people practices:

• 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.

Continuous improvement to ensure effective service:

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

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