1.    JOB SPECIFICATION:

To handle Underwriting functions through accurate, efficient, timeous processing of proposal forms and policy administration, and handling of broker and client queries within various SLA’S, SOPS and turnaround times

2.1       Primary purpose of the job

·         Acceptance / rejection of new business as per UW criteria

·         Underwriting decisions made and communicated prior to policy activation

·         Referral of cases to Team Leader

·         Liaise with broker regarding missing or additional information required

·         All endorsements accurately recorded on Operating System  

·         Attach all correspondence to E-docs on Grail

·         Issuing of quotes to brokers/clients, once accepted, activate the quote and issue policy documents

·         Handle broker and client queries via e-mail or telephone efficiently and professionally within turnaround times

·         All policy updates responded to and actioned within 24 hours

·         Updated documents sent and communicated to broker/client

·         Weekly reports and follow up done on outstanding quotes

·         Pre-debit checks done on monthly policies

·         Ensure correct policy /broker fees raised on each policy

·         Advise brokers/clients of bounced debits

·         Ensure policies are cancelled as required and cancellation letters sent to brokers/clietns

·         Ensure unpaid letters are e-mailed to brokers/clients

·         Annual renewals policies sent to brokers/cleitns and upcoming renewals within 90 days.