1 x Senior Commercial Underwriter & 1 x Senior Personal Underwriter for short-term insurance

Must be able to provide exceptional customer service and a high level of customer centricity, retention and loyalty by handling all admin functions on existing clients and new business.

Qualifications and Experience

• Grade 12 (depending on DOFA date and FAIS requirements)
• FAIS credits on NQF level 4 (as per FSCA legislative requirements)
• RE5 (Representative)
• CPD statement as per annual requirement
• Minimum of 2 years short term Insurance Underwriting experience in the relevant position (proof required)

Knowledge and Skills

• Cardinal / MMX System experience will be an advantage
• Attention to detail
• Customer Service skills
• Excellent communication skills
• Interpersonal skills

Duties

Effectively maintaining underwriting standards and providing quality client service:

• Issuing new policies, renewals, and endorsements
• New business quotes
• Underwriting in accordance with standards, policies and procedures
• Attend to administration and written communication
• Ensure that all documentation is processed accurately & correctly
• Ensure documentation is checked and authorised
• Ensure queries are resolved as per company standards
• Negotiating renewal terms and preparing the renewal documentation.
• Ensure renewal reviews are completed timeously
• 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.
• Participate in the creation of new standards, control systems, and procedures to maintain service delivery.
• Maintain a high level of professionalism and respect in all communications.
• Participate in training and development opportunities to improve job knowledge and skills.

Please send your qualifying CV, Proof of DOFA, all qualification certificates, statement of CPD compliance to info@privefs.co.za.

Closing date – 15 September 2024

Start date: 1 November 2024 (or sooner)