A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Insurance BASIC SALARY : Market Related START DATE : A.S.A.P / Immediate REQUIREMENTS: 3 years-experience in client services environment 3 years-experience as a Personal Lines Underwriter Microsoft Office (Word, Excel) Matric or equivalent qualification RE5 NON NEGOTIABLE FAIS compliant (credits and/or full qualification) DUTIES: Ensure new business targets are met Ensure Binder fees targets are met Ensure retention of existing clients Ensure and contribute to minimization of general expenses Ensure that all stakeholder (e.g. clients, AEs, insurers) communication is accurate, timeous, professional and relevant Build and maintain mutually beneficial relationships with internal and external stakeholders Ensure and contribute to achieving own and company required client satisfaction targets General Enquiries such as but not limited to cover, products, processes New Business, Renewals, Endorsements and Re-broke Conduct risk assessments Analyze clients portfolios Request, obtain and assess quotes from insurers Rate policies Request, obtain and/or provide clients with all required information and/or documents Arrange valuations and reinsurance Raise premiums File all relevant documentation electronically and in hard copy Upsell cover to clients where appropriate Cancellations Follow retention processes Cancel the policy on the system Confirm cancellation request with the client File all relevant documentation electronically and in hard copy Refunds Raise invoices Request refunds from line manager electronically File all relevant documentation electronically and in hard copy Adhere to company mandates Participate and contribute in ad hoc projects Report any suspected fraud, misrepresentation and/or dishonesty Keep accurate record of own activities Live the RBS values Ensure continuous self-development Ensure objectives of own development plans are achieved Share information and knowledge with the team Ensure productivity and quality assurance targets are met HOURS: Mon Fri: 08:00 16:30
