Senior Short Term Commercial Lines Underwriter - , Port Elizabeth

  • Port Elizabeth
  • Salary: Market Related
  • Benefits: Pension, Group Life Cover
  • Job Type: Permanent
  • Sectors: Insurance
  • Posted on Monday, April 8, 2019
  • Reference: CommUnd032019
  • Apply before Saturday, June 8, 2019 - 21 Days left

Vacancy Details


General Purpose of the position

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 Senior Commercial Lines Underwriter will be the day-to-day liaison between insurance companies and their designated accounts.  The Senior Commercial Lines Underwriter will manage and control the relationships with their clients. 

 

Main job tasks and responsibilities

The Senior Commercial Lines Underwriter must have 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:

  • Manage their diary
  • 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

 

Renewal:

  • 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

 

All other reasonable duties that might be assigned to the employee.


Candidate Requirements

Suitable candidates must meet the following minimum qualification or experience requirements:

  • Matric Certificate
  • RE5 Qualification
  • Relevant Insurance qualification (as per Fit & proper Requirements)
  • Class of Business Training advantageous
  • 18 CPD hours in the current CPD cycle advantageous
  • 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
  • Fully Bilingual in English and Afrikaans
This position reports to: Head of Department: Short Term Administration Apply before Saturday, June 8, 2019 - 21 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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