Your:

Matric
NQF 5 in Short-Term Insurance
Regulatory Exam Level 1
A minimum of five years relevant underwriting experience
DOFA confirmation from FSB
Cardinal 360 system experience will be an advantage
Financial Services industry experience

will help you to suceed in the following duties:

Effectively maintaining underwriting standards and providing quality client service:
- Issuing new policies, renewals, and endorsements on the CIMS3 System
- Prepare new business quotes
- Underwrite in accordance with standards, policies and procedures
- Support the sales team in acquiring and retaining profitable business
- Attend to administration and written communication
- Ensure that all documentation is processed accurately & correctly
- Ensure documentation is checked and authorised if appropriate prior to dispatch
- Ensure queries are resolved as per company standards
- Negotiating renewal terms and preparing the renewal documentation
- Ensure renewal reviews are completed timeously
- Ensure retentions are calculated
- Request and monitor survey and survey requirements as per laid down procedures
- Correct unprofitable policies
- Ensure policies are not overexposed
- Checking policies before sending to clients
- Telephone contact with clients when they phone in with queries or amendments/ additional covers
- Saving all work electronically
Service delivery to ensure customer satisfaction:
- Maintain service, quality, and desired outputs within a specific functional process by ensuring compliance with tactical policies, procedures, and standards
- Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved
- Develop work routines in line with operational plans / schedules in order to manage the achievement of service delivery goals
- Share knowledge on, and participate in the creation of new standards, control systems, and procedures to maintain service delivery
Maintain effective people practices:
- Align own behaviour with the organisation's culture and values
- Share and transfer product, process, and systems knowledge to colleagues
- Collaborate and work with the Underwriting team to ensure required service levels are delivered
Continuous improvement to ensure effective service:
- Ensure adherence to organisational policies, practices, and procedures
- Identify and recommend areas / ways to improve processes