Commercial Lines Admin Assistant (Underwriter)

Job description

Our client is looking for a Commercial Lines Admin Assistant (Underwriter) who will be responsible for generating commercial business quotations on new clients and existing clients, file preparation and activation with product provider on completion of the other marketer’s advice process. Attending to the day-to-day underwriting requests from clients, advisers and providers, requesting renewal terms from Providers and preparing of the renewal and renewal file for the adviser.

Responsibilities

• Generate quotations on advice provided from advisers
•  Provide relevant quotations as per adviser request
•  Ensure that contact details are correct (Company name, company registration number, contact person, contact details)
• Load contact on myPractice as a prospect
• Record quotation on quotation register
• Prepare comprehensive quotation file (comparison quotes, application forms, debit order form, FAIS documents (record of advice, needs analysis, SLA, etc.)
•  Activate accepted quotation with chosen product provider
• Prepare and send welcome pack (Welcome letter, policy schedule, policy wordings (Vaps, Sasria and product provider wordings), accepted quotation, FAIS documents (iComply Pack) to client and cc.  the adviser
• Upload all documents (including quotations not taken up) onto myPractice under notes
•  Record new business on new business register
• Provide accepted and completed pack to compliance monitoring division (Amanda)
•  After confirmation that the 1st Debit order was successful, the file must be handed over to commercial underwriting team
• Attend to the day-to-day underwriting requests from clients, advisers and providers. Prepare and send email with the updated policy schedule to the client and cc the adviser.
• Upload all documents onto myPractice.
•  Request renewal terms from providers, discuss with advisers and prepare the renewal and renewal pack for the adviser.
• Attend to all the adjustments after receiving the renewal file back from the adviser.  Prepare and send renewal email to client (Renewal letter, updated renewal schedule, policy wordings (VAPS, SASRIA and product provider wordings), renewal schedule with changes as discussed with the client, signed FAIS documents (iComply Pack) to client and cc.  the adviser.
• Upload all documents onto myPractice.
• Ensure that all processes are in place, if not, request adviser assistance

Skills sets required

• Grade 12
• Computer literate (MS Outlook, Excel, and Word)
• Successfully completed the RE 5 Examination (Representatives)
•  NQF Level 4 Short Term Insurance qualification or studying towards
• DOFA confirmation from FSCA
• A minimum of 3 years working experience within the short-term Insurance industry
• Good verbal and written communication skills (Afrikaans and English)
• Good administration, organisation, and planning skills
• Handle admin pressure No additional occupation and income stream
• Negotiation skills