UNDERWRITER

HR Genie; Randburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a skilled Underwriter to join their dynamic team. In this role, you will be responsible for issuing new policies, managing renewals, and ensuring compliance with underwriting standards. You will play a crucial part in maintaining client satisfaction by delivering quality service and resolving queries efficiently. This position offers the opportunity to work in a collaborative environment, where your contributions will help shape the future of underwriting practices. If you have a passion for the financial services sector and a commitment to excellence, this role is perfect for you.

Qualifications

• Minimum of five years relevant underwriting experience.
• Experience in the Financial Services industry is essential.

Responsibilities

• Issue new policies, renewals, and endorsements on the CIMS3 System.
• Resolve escalated customer queries and complaints efficiently.
• Collaborate with the underwriting team to ensure service levels.

Skills

Underwriting Standards

Client Service

Financial Services Experience

Negotiation Skills

Problem Solving

Education

Matric

NQF 5 in Short-Term Insurance

Regulatory Exam Level 1

Tools

CIMS3 System

Cardinal 360

Job description

Underwrite new policies and renewals, do endorsements, quotes, other ancillary underwriting functions.

POSITION INFO : Your :

• Matric
• NQF 5 in Short-Term Insurance
• Regulatory Exam Level 1
• A minimum of five years relevant underwriting experience
• DOFA confirmation from FSB
• Cardinal 360 system experience will be an advantage
• Financial Services industry experience

Will help you to succeed in the following duties :

1. Maintaining underwriting standards and providing quality client service: Issuing new policies, renewals, and endorsements on the CIMS3 System; preparing new business quotes; underwriting in accordance with standards, policies, and procedures; supporting the sales team in acquiring and retaining profitable business; attending to administration and written communication; ensuring all documentation is processed accurately and correctly; checking and authorizing documentation prior to dispatch; resolving queries as per company standards; negotiating renewal terms and preparing renewal documentation; ensuring renewal reviews are completed timely; calculating retentions; requesting and monitoring survey requirements; correcting unprofitable policies; ensuring policies are not overexposed; checking policies before sending to clients; contacting clients via telephone for queries or amendments; saving all work electronically.
2. Service delivery to ensure customer satisfaction: Maintaining service quality within specific processes; resolving escalated customer queries and complaints; providing feedback; developing work routines aligned with operational goals; sharing knowledge and participating in creating new standards and procedures to maintain service delivery.
3. Maintain effective people practices: Aligning behaviour with organizational culture and values; sharing knowledge; collaborating with the underwriting team to ensure service levels.
4. Continuous improvement for effective service: Ensuring adherence to policies and procedures; identifying and suggesting process improvements.