Commercial Lines Underwriter

SUMMARY:
This is a combined sales and service position, whose primary function is to provide quality service

POSITION INFO:

General Purpose of the position

This is a combined sales and service position, whose primary function is to provide quality service to clients and to cross-sell within the existing book of business. The Commercial Lines Underwriter will be the day-to-day liaison between insurance companies and their designated accounts.  The Commercial Lines Underwriter will manage and control the relationships with their clients.

Duties / Responsibilities:

Daily servicing of clients will include but is not limited to:

• Addressing various coverage issues
• Contract analysis
• Exposure analysis
• All endorsement activity
• Routine coverage questions
• Problem solving
• Account renewal control in combination with the marketing staff
• Checking and binding policies

General Client Management:

• Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
• Provide consistent, accurate, timely and pertinent communication to clients through “constant touch”, phone calls, e-mails etc.
• Respond to client inquiries/issues within the established timelines
• Resolve/assist with any service or claims queries
• Assist the marketing staff in the compilation of insurance portfolios for clients
• Assist clients in making appropriate coverage changes; make each contact a marketing opportunity
• Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
• Assist clients by helping to devise means to mitigate risks e.g. additional security measures
• Update Growth Charts after the completion of all/any financial transactions

Follow up on survey requirements:

• Manage their diary
• Respond to clients’ needs by producing certificates, policies and other related items accurately and on time
• Monitor and review client satisfaction
• Maintain up to date records of communication with clients

Renewal:

• On receipt of the monthly renewal list from their Team Leader, assist the Account Executive to market, negotiate, prepare and analyse alternative renewal options
• Where applicable, on receipt of complete renewal instructions from the Account Executive proceed with the renewal process
• Where the Account Executive indicates they do not require involvement, undertake the renewal procedure according to company standards and requirements
• Develop written and electronic renewal material as appropriate
• Input required information as necessary

Minimum Requirements:

• Matric Certificate
• RE5 Qualification
• Relevant Insurance qualification (as per Fit & proper Requirements)
• Computer skills and knowledge (Word, Excel, Outlook, Internet)
• 3 or more years’ experience in commercial lines underwriting
• In depth knowledge of insurance coverage’s and the ability to communicate this clearly to clients and insurers
• Fully Bilingual in English and Afrikaans

NB! This job is now closed. You can apply for other jobs by uploading your CV.