Job Description

A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Insurance
BASIC SALARY : Market Related
START DATE : A.S.A.P / Immediate

REQUIREMENTS:

• 3 years-experience in client services environment
• 3 years-experience as a Personal Lines Underwriter
• Microsoft Office (Word, Excel)
• Matric or equivalent qualification
• RE5 NON NEGOTIABLE
• FAIS compliant (credits and/or full qualification)

DUTIES:

• Ensure new business targets are met
• Ensure Binder fees targets are met
• Ensure retention of existing clients
• Ensure and contribute to minimization of general expenses
• Ensure that all stakeholder (e.g. clients, AEs, insurers) communication is accurate, timeous, professional and relevant
• Build and maintain mutually beneficial relationships with internal and external stakeholders
• Ensure and contribute to achieving own and company required client satisfaction targets
• General Enquiries such as but not limited to cover, products, processes
• New Business, Renewals, Endorsements and Re-broke
• Conduct risk assessments
• Analyze clients portfolios
• Request, obtain and assess quotes from insurers
• Rate policies
• Request, obtain and/or provide clients with all required information and/or documents
• Arrange valuations and reinsurance
• Raise premiums
• File all relevant documentation electronically and in hard copy
• Upsell cover to clients where appropriate
• Cancellations
• Follow retention processes
• Cancel the policy on the system
• Confirm cancellation request with the client
• File all relevant documentation electronically and in hard copy
• Refunds
• Raise invoices
• Request refunds from line manager electronically
• File all relevant documentation electronically and in hard copy
• Adhere to company mandates
• Participate and contribute in ad hoc projects
• Report any suspected fraud, misrepresentation and/or dishonesty
• Keep accurate record of own activities
• Live the RBS values
• Ensure continuous self-development
• Ensure objectives of own development plans are achieved
• Share information and knowledge with the team
• Ensure productivity and quality assurance targets are met

HOURS:

• Mon Fri: 08:00 16:30

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