Commercial Lines Underwriter

Ithemba Recruitment- Sourcing Top Talent; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is seeking a Commercial Lines Underwriter in Gqeberha, South Africa, to provide effective underwriting services while ensuring client satisfaction. The role demands strong communication and analytical skills, with a solid understanding of compliance standards. You'll manage relationships with stakeholders and ensure the accurate filing of documentation, along with achieving productivity targets. Candidates should have at least 3 years of experience in client services and as a Commercial Lines Underwriter, along with necessary qualifications.

Qualifications

• Matric or equivalent education.
• Must have RE5 certification.
• FAIS compliant with credits or full qualification.
• Proficient in using computer applications.
• Minimum 3 years experience in client services.
• 3 years experience as a Commercial Lines Underwriter.

Responsibilities

• Provide quality underwriting services to stakeholders.
• Maintain accurate and professional communications.
• Build relationships with internal and external stakeholders.
• Meet client satisfaction and productivity targets.
• Participate in ad hoc projects and processes.

Skills

Client communication

Relationship management

Analytical skills

Proficiency in documentation

Education

Matric or equivalent

RE5

FAIS Compliant

Tools

Computer skills

Job description

About the job Commercial Lines Underwriter

Purpose of the role:

Provide stakeholders with effective and efficient commercial lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.

• Ensure that all stakeholder 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


• Adhere to company quality standards and broader regulatory frameworks wrt the following processes (but not limited to):
  
  
  
  • General Enquiries such as but not limited to cover, products, processes etc
  
  
  • New Business, Renewals, Endorsements and Re-broke
    
    
    
    • Analyse clients portfolios
    
    
    • Request, obtain and assess quotes from insurers
    
    
    • Request, obtain and/or provide clients with all required information and/or documents
    
    
    • Raise premiums
    
    
    • File all relevant documentation electronically and in hard copy
      
    
    
  
  
  • 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
      
    
    
    
    
  
  


• Engage in timely and proactive communication with relevant client account executive regarding movements on the clients portfolio and servicing requirements


• Ensure productivity targets are met


• Contribute towards and ensure continuous improvement in own and team performance


• 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


• Matric or equivalent


• RE5


• FAIS Compliant (credits and/or full qualification)


• Computer Literate


• 3 years experience working in a client services environment


• 3 years experience as a Commercial Lines Underwriter