Senior Domestic Underwriter

CFS; Boksburg; On-site; ZAR 450 000 - 600 000; Full time

Job summary

A leading insurance provider in Boksburg seeks a Senior Domestic Underwriter to deliver exceptional service and quotations for personal short-term insurance. The ideal candidate has over 7 years of experience and relevant qualifications. Responsibilities include managing renewals, assisting clients, and ensuring proper insurance coverage. This role offers an opportunity for seasoned professionals to excel in a dynamic environment.

Qualifications

• 7+ years experience in Personal Lines Insurance.
• Must maintain up-to-date CPD Points.
• Matriculation required.

Responsibilities

• Provide exceptional service and quotations for clients' insurance requirements.
• Assist clients with instructions and confirmations.
• Manage renewals, new business, and credit control.

Skills

Personal Lines Short Term Insurance Underwriting

Client service

Education

Tertiary qualification in Personal Lines Insurance

Full FAIS Qualification

RE 5 Certification

Job description

Senior Domestic Underwriter

Requirements

• Tertiary or professional qualification in Personal Lines Short Term Insurance Underwriting
• Matriculation
• RE 5 Certification
• Full FAIS Qualification with Class of Business in Personal Lines
• Up-to-date CPD Points

Experience

• Minimum of 7 years' experience in Personal Lines Insurance

Role Purpose

Provide exceptional service and quotations for clients' personal short-term insurance requirements.

Set and maintain standards for personalised service.

Key Responsibilities

• Service and provide quotations for existing portfolios
• Assist clients by taking instructions, and confirming them in writing
• Complete voice logging system with client's surname and reason for call
• Attend to written instructions for additions or deletions to existing policies, and confirm in writing
• Capture changes on the system, generate schedules and debit / credit notes, and send to the client with a covering letter
• Maintain a diary of outstanding information / documentation and follow up regularly via tele, email, fax, or SMS
• Delete warranties and adjust premiums if discounts were given for a tracking device or limited kilometres, and documentation / information is not received after 3 follow-ups
• Advise clients on proper insurance coverage and maintain necessary working notes
• Make notes on EDS files regarding follow-up on diary
• Contact clients who request cancellation to understand the reason and offer alternative options to retain them
• Flag any client-specific issues related to loss of income or poor service levels
• Confirm all advice, telephonic discussions, and client discussions in writing
• Handle Renewals, New Business, Re-insurance, and Credit Control