Job Description

The underwriter is responsible for short-term insurance policy administration (renewals, endorsements and new business) being written by Commrisk Insurance Brokers, providing high quality service and solutions to Account Executives and clients to ensure business retention and profitable growth, always providing qualitative service levels to internal and external clients. All service provisions will meet the requirements of Treating the Customer Fairly (TCF)

xc2xb7 To uphold and support the group values of Focus, Resilience, Tenacity, Discipline and Relationships as well as the Company Vision, Brand Promise and Values of Client Service,Professionalism, Performance, Innovation and Partnership

xc2xb7 All employees have agreed individual objectives which align with the Company/Branch objectives
xc2xb7 Key Performance Areas agreed in conjunction with manager
xc2xb7 Formal appraisal against the objectives is completed for each employee on a regular basis
xc2xb7 Weekly/Monthly/Other Business Review Meetings are conducted with each employee
xc2xb7 All non-performance and developmental areas are discussed with Human Resources and actions put in place to address

xc2xb7 Administration related to job completed accurately and on time
xc2xb7 All processing will conform to the paperless environment concept and process

xc2xb7 Relationships developed with own key customers whether internal (eg Account Executives) or external
xc2xb7 High level of customer service in line with TCF objectives maintained to facilitate customer retention and new business opportunities
xc2xb7 Relationships developed with relevant employees in other departments/branches

xc2xb7 FAIS requirements for position achieved and maintained
xc2xb7 Keeps abreast of developments relevant to the position
xc2xb7 Continually works towards further self-development

• Build and maintain constructive and effective relationships with clients/Account Executives by meeting and exceeding expectations
• Provide consistent, accurate, timely and pertinent communication to clients/Account Executives through xe2x80x9cconstant touchxe2x80x9d, phone calls, e-mails etc.
• Respond to and resolve client inquiries/issues within the established underwriting procedure manual
• Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
• Assist clients/Accounts Executives by helping to devise means to mitigate risks e.g. additional security measures
• Follow up on survey requirements as per underwriting procedure manual
• Respond to clientsxe2x80x99 needs by producing cover confirmations, policies and other related items accurately and on time according to procedures
• Monitor and review Client/Account Executive satisfaction

• Provide both clerical and administrative support to the accounts executives as per underwriting procedures xe2x80x93 either as part of a team or individually.
• Be responsible for certain projects as identified by a Supervisor / Manager.
• Copy Account Executive into all correspondence and continually update the Account Executive.
• Utilise the Flexi diary function for follow ups for outstanding documentation/reminders.
• Underwriting duties (renewals, endorsements, unpaid premiums, new business, etc.) should be accurately as per the underwriting procedure manual provided, so that anyone checking on a file (may it be a Auditor/Supervisor/Manager/Insurer) that the trail can be picked up and it can be seen that the correct underwriting processes has been followed timeously.
• Comparative quotations xe2x80x93 attempt to obtain better and cheaper comparative quotations for the client, on request of the accounts executive as per the procedures provided
• Obtaining all of the relevant documentation. E.g. FICA documents, jewellery valuation certificates, tracking certificates, etc.
• Updating Flexi documents, Flexi notes and Diary entries on a daily basis.
• To be able to use the full function of Flexi and draw Premium Confirmation/Statements/Debit Notes
• Always treat clients/colleagues/Management/Account Executives with absolute dignity and respect.
• Ask your Supervisor / Manager questions if you are unsure about any work-related issue.
• Report any suspicious activities to your Supervisor / Manager.
• All other reasonable duties that might be assigned from time to time by supervisor/manager.

EDUCATION/TRAINING

Short term insurance qualification NQF4 or higher

RE5 certificate

FAIS compliancy to personal/commercial lines level

Insurer Product Specific Training

Class of Business Training

Continuing Professional Development (CPD)

Proficient in Microsoft Office Suite, specifically Word, Excel and Outlook

Badger Holdings