Short-Term Insurance Commercial & Personal Lines Position available

Vacancy Details:

A well-established Insurance Brokerage in Pretoria East requires the services of an office based Personal Lines Underwriter.

Minimum requirements:

·          FAIS accredited (Relevant qualifications: RE5, COB & full qualification in terms of FAIS requirements).

·          Minimum of 2 years’ experience in a broking environment.

·          Good computer skills – MS Office & Excel.

·           Be able to work under pressure with minimal supervision.

·           Attention to detail and a systematic, thorough approach.

·           Excellent communication skills, both verbal and written( Afrikaans and English).

·           Excellent conflict handling skills.

Key Responsibilities:

Customer Service

·         Liaison with potential and existing clients, building positive relationships by giving accurate, appropriate information on policy covers, terms, and conditions.

·        Adhering to Service Level Agreements set by the company.

Portfolio Management

·        Liaising with Clients, Insurers and Suppliers.

·        Processing quotes, new policies, renewals, and endorsements.

·        Accurate record keeping, continuous management of files, correspondence, and diary.

Insurance Knowledge

·        Studying various insurance products and proposals and gathering and assessing background information.

·        Keeping abreast of developments within the industry.

·        Determining correct competitive premiums and fees and negotiating terms with Insurers.

·        Specifying conditions imposed on different types of policies.

·         Keeping detailed records of policies underwritten and decisions made (Knowledge of CRM BIAS will be an advantage).

Salary commensurate with experience

The employment package includes: A basic salary, earning of commission for new business and a Medical Aid contribution.

Suitable candidates must send their CV to p@erer.co.za

Consider your application unsuccessful if you have not been contacted within 14 days of the advert.

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)

Vacancy Details:

A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Commercial Lines Underwriter.

Minimum requirements:

• FAIS accredited (Relevant qualification, RE5 and CPD points for new cycle)
• Minimum 6 years experience in a broking environment
• Good computer skills and Cims proficient
• Be able to work under pressure with minimal supervision
• Attention to detail and a systematic, thorough approach
• Excellent communication skills, both verbal and written
• Excellent conflict handling skills
• Highly competent with MS Office suite, paperless environment & Workflow experience

Key Responsibilities:

Customer Service

• Liaison with potential and existing clients, building positive relationships by giving accurate, appropriate information on policy covers, terms and conditions;
• Adhering to Service Level Agreements set by the company.

Portfolio Management

• Liaising with Brokers, Insurers and Suppliers;
• Processing quotes, new policies, renewals and endorsements;
• Accurate record keeping, continuous management of files, correspondence and diary.

Insurance Knowledge

• Studying various insurance products and proposals, and gathering and assessing background information;
• Keeping abreast of developments within the industry;
• Calculating possible risk using risk assessments, actuarial information, other statistics and own judgement;
• Determining correct competitive premiums and fees, and negotiating terms with Insurers and Brokers;
• Specifying conditions to be imposed on different types of policies;
• Keeping detailed records of policies underwritten, and decisions made.

Financial

• Manage credit control of client portfolios and institute growth of administration fees.

Salary commensurate with experience.

The employment package includes Provident Fund and a Medical Aid contribution.

Suitable candidates must send their CV to vacancies@intasure.co.za

Consider your application unsuccessful if you have not been contacted within 14 days of the advert.

Vacancy Details:

A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Personal Lines Underwriter.

Minimum requirements:

•   FAIS accredited (Relevant qualification, RE5 and CPD points for new cycle)
•   Minimum 5 years experience in a broking environment
•   Good computer skills and CIMS proficient
•    Be able to work under pressure with minimal supervision.
•    Attention to detail and a systematic, thorough approach;
•    Excellent communication skills, both verbal and written;
•    Excellent conflict handling skills;
•     Highly competent with MS Office suite, paperless environment & Workflow experience

Key Responsibilities:

Customer Service

•  Liaison with potential and existing clients, building positive relationships by giving accurate, appropriate information on policy covers, terms and conditions;
• Adhering to Service Level Agreements set by the company.

Portfolio Management

• Liaising with Brokers, Insurers and Suppliers;
• Processing quotes, new policies, renewals and endorsements;
• Accurate record keeping, continuous management of files, correspondence and diary.

Insurance Knowledge

• Studying various insurance products and proposals, and gathering and assessing background information;
• Keeping abreast of developments within the industry;
• Calculating possible risk using risk assessments, actuarial information, other statistics and own judgement;
• Determining correct competitive premiums and fees, and negotiating terms with Insurers and Brokers;
• Specifying conditions to be imposed on different types of policies;
•  Keeping detailed records of policies underwritten, and decisions made

Financial

• Manage credit control of client portfolios and institute growth of administration fees.

Salary commensurate with experience.

The employment package includes Provident Fund and a Medical Aid contribution.

Suitable candidates must send their CV to vacancies@intasure.co.za

Consider your application unsuccessful if you have not been contacted within 14 days of the advert.

Vacancy Details

A well-established Insurance Brokerage in Cape Town, Southern Suburbs is looking to recruit a Claims Negotiator with the below requirements. The position will be office based.

Minimum requirements:

• Matric
• Full NQF 4 (120 Credits)
• RE qualification essential
• Minimum 5 years claims handling experience essential – Personal Lines and Commercial
• Good computer skills and CIMS proficient
• Sound knowledge of Motor & Non-Motor claims settlement
• Be able to work under pressure with minimal supervision
• Ability to be a team player that can actively encourage open and frank communication in a team environment
• Subscribe to the purpose, vision and values of the company

Responsibilities:

• Coordinate and oversee, manage, negotiate and settle claims end to end
• Register claims and appoint assessors
• Manage claims in terms of SLA’s
• Make decisions regarding merit
• Negotiate settlements
• Manage salvage process (motor & non-motor salvage)
• Daily system updates
• Liaise with stakeholders
• Prompt feedback and handling of complaints (internal & external)
• Salary commensurate with experience.

The employment package includes Provident Fund and a Medical Aid contribution.

Suitable candidates must send their CV to vacancies@intasure.co.za

Consider your application unsuccessful if you have not been contacted within 14 days of the advert.

Santam’s Intermediated Business’ division currently has an exciting opportunity available for a Commercial Underwriter (COE), who will be based within the Commercial Contact Centre. (Bellville)

Job
Work in this job family stream is concerned with managing commercial risk by providing specialist technical underwriting advice. COE is a highly technical role with strong client focus. The key focus is on underwriting new and existing business to maintain profitability while also creating a platform to aid the growth process.

Principal Accountabilities

• Effective underwriting of complex risks (new business, renewals, ad-hoc)
• Identifying re-insurance and appropriate action
• Effective screening actions
• Providing quality and correct feedback on high level technical queries
• Working within higher level mandates
• Ownership of non-standard commercial products
• Negotiating with internal and external clients
• Building and maintaining relationships at various levels within the organisation including CCC, Distribution and HO underwriting
• Strong retention (profitability and growth) focus

Qualifications and Experience

A minimum of 5 years underwriting experience within a short-term Commercial insurance industry required.

• Grade 12
• IISA professional membership (licentiate / associate)
• FAIS compliant: 120 credits on NQF level 5 (Commercial Lines)
• Proficiency in MS Word and Excel
• Santam Commercial product training (SMK’s)
• Regulatory Examination (RE)
• Extensive commercial short-term insurance knowledge• Risk Identification and Assessment programme (RIA)
• A good understanding of contact centre processes, SLA’s and commercial quoting tools.
• Meet the required mandates to fulfil the role as described (May require further formal assessment)

Skills

Good communication and negotiation skills
Strong client service orientation
Strong analytical skills
Ability to work under pressure
Strong sense of self-management
Strong relationship building and network skills (internal and external parties)

Competencies

– Delivering results and meeting client expectations
– Ability to cope with conflicting demands and to prioritise tasks
– Ability to influence
– Enterprising and commercial thinking
– Deciding and initiating action
– Relating and networking
– Analysing
– Applying expertise and technology
– Achieving personal work goals and objectives
– Continuous professional development
– Researching
– Planning and organising
– Writing and reporting
– Following instructions and procedures

About the Company

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and while based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centered on our delivery of insurance good and proper. We’re about people. People drive our business, so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees. At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals, we give preference to applicants from the designated groups in alignment with the divisions Employment Equity targets.

To  Apply for the Vacancy

Internal applicants only

Please send your CV, Matric Certificate, and all other qualification

certificates to recruitmentsmangele@santam.co.za with subject line:

CoE Commercial Underwriter.

Ensure your application specifies the following:

• Total years of commercial underwriting experience
• Years of commercial underwriting experience at Santam
• Total years of service at Santam

Closing Date

Santam is an authorised financial services provider (licence number 3416).

Vacancy Details

The ideal candidate should be an assertive, deadline orientated individual with strong administration and good interpersonal skills.

Requirements

Matric; minimum 5 years’ experience in the Short-term Insurance sector; computer literacy (MS Word, Outlook and Excel); must be FAIS qualified with Regulatory Exam completed.

Responsibilities and duties will include but are not limited to:
– Quotations
– Issuing of new business
– Processing policy endorsements
– Monthly / Annual renewal processes

Please submit CV to greg@cookefuller.co.za

Applicants that do not receive a response within 14 days of submitting their application can consider their Application as unsuccessful.

Vacancy Details

Remgro Management Services Ltd is a category 1 FSP, offering a position to a representative with experience in money market instruments, deposits and derivative instruments to facilitate various companies’ cash needs according to their individual mandates. Other duties include assisting with FICA reviews and distribution of market data on a daily / monthly basis by using CapIQ.

Requirements

The role entail working 5 hours in the morning and is not a full day position. The successful candidate must have passed the Regulatory Exam for Representatives (RE5), have at least three years’ experience and is registered with the FSCA to work with the following products:

Structured deposits, Money market instruments, Debentures and securitised debts, Bonds, Derivative instruments, long-term deposits, and Short-term deposits (for Advice non-automated and intermediary – other)

Join Our Dynamic Team as a Key Individual with a Category 2 License (Bonds, Shares and Crypto).

Are you a driven and experienced financial professional with a Category 2 License specializing in bonds, shares and crypto? Do you have a passion for guiding investment strategies and ensuring compliance within a fast-paced environment? If so, we invite you to be part of our innovative and growing team.

Key Responsibilities:

• Oversee and manage investment portfolios, ensuring compliance with regulatory requirements.
• Develop and implement effective investment strategies focusing on bonds and shares.
• Conduct thorough market analysis to identify investment opportunities.
• Provide leadership and guidance to a team of financial advisors.
• Ensure all client interactions and transactions meet the highest standards of ethical conduct.
• Maintain up-to-date knowledge of industry trends and regulatory changes.

Requirements:

• Valid Category 2 License with demonstrable expertise in bonds, shares and crypto.
• Proven experience in a similar role within the financial services industry.
• Strong understanding of investment strategies and market analysis.
• Excellent leadership and communication skills.
• High level of integrity and commitment to ethical standards.
• Ability to thrive in a fast-paced and dynamic environment.

What We Offer:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package.
• Opportunities for professional development and career growth.
• A supportive and collaborative work environment.
• The chance to work with a team of dedicated and passionate professionals.

How to Apply:

If you meet the above requirements and are ready to take your career to the next level, we would love to hear from you. Please send your resume and a cover letter detailing your experience and why you are the perfect fit for this role. Click on the button below to apply.