Commercial Lines Underwriter - - Port Elizabeth

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.

Requirements:

Matric Certificate
RE5 Qualification essential
Relevant Insurance qualification (Minimum NQF5) recognized with the FSCA essential
Class of Business Short Term Commercial Lines essential
Proven track record of PST training completed for all current products - non negotiable
Proven track record of CPD hours accrued for the current CPD Cycle - essential
Registered Representative with FSCA (no debarments or pending debarments etc).
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
Afrikaans speaking non-negotiable
Experience in commercial lines insurance. As needed, they will co-ordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential problems.

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:

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

Renewals:

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

Please consider your application unsuccessful if you have not received a response within two weeks of applying

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