Underwriter & Claims Consultant: Personal Lines

SUMMARY:
Job description: To provide underwriting & Claims assistance to the Advisers on personal lines insurance.

POSITION INFO:

To provide underwriting & Claims assistance to the Advisers on personal lines insurance.

Responsibilities:
• Liaising with clients and advisers
• Preparing quotations
• Issuing new policies, renewals, and endorsements
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
• General Administration – effectively deal with all facets of Personal lines underwriting & claims
• Good understanding of general short-term insurance procedures and claims procedures
• Strong attention to detail
• All Personal Lines underwriting – renewals, endorsements, quotes, new business, re-broking, complete
compliance process. Making sure all covers are laid off before end of business day.
• All Personal Lines claims : from start to finish.
• Communicating & interacting with clients professionally throughout both processes above for
underwriting and claims.

Minimum Requirements:
• Grade 12
• NQF Level 4 – Full qualification (short term insurance)
• RE5 successfully completed
• Minimum 5 years’ short-term personal lines experience
• Computer literate – MS Office, Email, Internet