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 Commercial Lines Underwriter will be the day-to-day liaison between insurance companies and their designated accounts. The Commercial Lines Underwriter will manage and control the relationships with their clients.Requirements:Matric CertificateRE5 Qualification essentialRelevant Insurance qualification (Minimum NQF5) recognized with the FSCA essentialClass of Business Short Term Commercial Lines essentialProven track record of PST training completed for all current products - non negotiableProven track record of CPD hours accrued for the current CPD Cycle - essentialRegistered Representative with FSCA (no debarments or pending debarments etc).Computer skills and knowledge (Word, Excel, Outlook, Internet)3 or more years' experience incommercial lines underwritingIn depth knowledge of insurance coverage's and the ability to communicate this clearly to clients and insurersAfrikaans speaking non-negotiableExperience 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 issuesContract analysisExposure analysisAll endorsement activityRoutine coverage questionsProblem solvingAccount renewal control in combination with the marketing staffChecking and binding policiesGeneral Client Management:Build and maintain constructive and effective relationships with clients by meeting and exceeding expectationsProvide consistent, accurate, timely and pertinent communication to clients through "constant touch", phone calls, e-mails etc.Respond to client inquiries/issues within the established timelinesResolve/assist with any service or claims queriesAssist the marketing staff in the compilation of insurance portfolios for clientsAssist clients in making appropriate coverage changes; make each contact a marketing opportunityInform and educate clients about coverage, exclusions and exposures; document electronic files accordinglyAssist clients by helping to devise means to mitigate risks e.g. additional security measuresUpdate Growth Charts after the completion of all/any financial transactionsFollow up on survey requirements:Respond to clients' needs by producing certificates, policies and other related items accurately and on timeMonitor and review client satisfactionMaintain up to date records of communication with clientsRenewals:On receipt of the monthly renewal list from their Team Leader, assist the Account Executive to market, negotiate, prepare and analyse alternative renewal optionsWhere applicable, on receipt of complete renewal instructions from the Account Executive proceed with the renewal processWhere the Account Executive indicates they do not require involvement, undertake the renewal procedure according to company standards and requirementsDevelop written and electronic renewal material as appropriateInput required information as necessaryPlease consider your application unsuccessful if you have not received a response within two weeks of applying
