Domestic Underwriter

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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