Job Description

THE ROLE

To provide underwriting assistance to the Financial Advisor.

The position will focus on both commercial and personal lines underwriting.

RESPONSIBILITIES:

Liaising with clients and advisers

Preparing quotations

Liaising and providing feedback to clients of underwriting progress.

Handling client queries

Underwriting Management: the daily underwritings process preparing Renewals, Sourcing acceptance terms

Recording details and information on relevant systems

Building and maintaining good working relationships with clients and internal stakeholders

Bridging the gap between the office and insurance companies

Maintaining a good working relationship with insurers

Reporting

Manage client retention and existing policies

iComply

Understanding policy wording and various products

Claims processing where necessary

MINIMUM REQUIREMENTS:

Grade 12/Matric

Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)

NQF Level 4 Certificate in Short term insurance

RE5 successfully completed

DOFA confirmation from FSCA

3- 5 years relevant work experience in Short term insurance - Commercial and personal lines

Pref using I Comply

Must reside in Pietermaritzburg or within daily travelling distance

If you do not have the min requirement your application will be unsuccessful

Should you not be contacted within 2 week please consider your application unsuccessful

Job Type: Full-time

Pay: R30000,00 - R35000,00 per month

Application Question(s):

Do you have 3-5 years exp in underwriting Do you have re5 and 120 Fis Credits
Work Location: In person