Underwriter & Claims Manager

POSITION SUMMARY / JOB PURPOSETo actively pursue the growth of the Company by maintaining the existing book of business and write new business for the Short-term Insurance department.
The position will also oversee and manage the department and report directly to the General Manager.MINIMUM REQUIREMENTSEducationGrade 12 / Matric / EquivalentCertificate/Diploma in Short-term Insurance NQF L4 (Requirement to obtain within 2 years of DOFA)Certification/LicenseRE 5 (requirement to obtain within 2 years of DOFA)Work Experience3 - 5 years Underwriting and Claims Processing Financial Services related experienceKNOWLEDGE, SKILLS & ABILITIES· Maintain and manage department systems and procedures· Proficiency in MS Office (MS Word and MS Excel in particular)· Excellent problem-solving skills· Ability to manage multiple projects· Innovative thinker· Excellent verbal and written communication skills· Experienced negotiation skills· Eagerness to learn and grow with the department· Comply with honesty, integrity and good standing requirements· Detailed oriented and highly organizedJOB DUTIESUnderwriting(Amendments & renewals)· Provide suitable advice and intermediary services to clients· Pro-actively manage the client portfolio, ensuring continuity and compliance to the mandate and Company and Industry policies, procedures, and requirements· Review policy needs of existing clients, make suitable recommendations based on the needs identified· Obtain and provide quotes to existing clients· Send through amendments to insurers or where applicable do it directly on the online systems· Provide suitable advice and intermediary services· Keep clients informed at all times on the progress of their interaction with you and the companyCompliance & Reporting· Maintain best practice standards and comply with all present and future statutory and regulatory requirements for the Financial Services Industry including record keeping· Provide weekly and monthly reports to managementMarket the "firm"· Promote all the available services offered by the CompanyClient relationship Management· Engage with clients to identify their needs and source suitable insurance products· Develop strong client relationships retain businessClaims· Send through insurer claim forms to clients· Manage claims process for clients from registering the claim, doing follow up calls and email to insurers, to providing the client with regular feedback until the claim is finalized· Assist with supporting documentationTeamwork & leadership· Provide guidance to new business and claims assistants· Review standard documentation and templates, make recommendations to the HOD and assist with implementation thereofKey Performance Indicators· Claims ratios on portfolio managed· New Business· Retention ratio· RenewalsUnderwriting· Identify and develop profitable business opportunities· Obtain and provide quotes to prospective clients· Provide suitable advice and intermediary services to clients· Keep clients informed at all times on the progress of their interaction with you and the company· Ability to work with private individuals and top management of commercial/corporate companies