SUMMARY:
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POSITION INFO:
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 phone, 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 telephone, 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
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