Service Consultant/Personal Lines Underwriter

 

Recruiter:

IntelliStaff

Job Ref:

JHB001870/SS

Date posted:

Friday, February 26, 2021

Location:

East london, South Africa

Salary:

MR


SUMMARY:
Our client in the insurance industry is urgently looking to employ a Service Consultant/Personal Lines Underwriter at their organization

POSITION INFO:

Location: East London

Job description: To provide a rewarding service experience and appropriate risk solutions at all touchpoints.

Requirements:

  • Matric
  • FETC Level 4 Short-term Insurance Qualification
  • Higher Certificate in Insurance
  • RE5: Representatives
  • Minimum 5 years’ experience within short-term insurance of which 3 years should be in a broking environment
  • Underwriting experience in a personal lines environment will be an advantage

Responsibilities:

  • Attend to all client queries (revision, renewals, premium negotiations with insurers, amendments, cancellations, unpaid premiums)
  • Do up and cross-selling of products.
  • Identify new business opportunities
  • Identify opportunities for cross and up-selling on existing clients
  • Liaise with insurers or management regarding premiums and quotations if applicable
  • Build relationships through regular and proactive caring calls - keeping them abreast of the latest products and any news of relevance to them
  • Provide a rewarding service experience at all touchpoints
  • Ensure that customer queries are attended to and resolved expeditiously
  • Respond to client’s requirements by providing appropriate risk solutions.
  • Ensure data integrity on all systems / Policy systems/ Re:Solve / Quotemaster
  • Do amendments correctly & promptly
  • General correspondence and e-mails to clients according to company standards
  • Manage incoming and outgoing e-mails according to set norms and standards.
  • Responsible for Pro-Active personal lines underwriting.
  • Adhere to underwriting criteria-FAIS requirements and set company standards
  • Ensure regular report and feedback to the manager
  • Support to Commercial Account Executive in obtaining quotes, summaries, appointments, and other related Administration.


 

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