Ad is valid till: 09 August 2024
ID 918886



Your Matric, NQF 5 in Short-Term insurance, Regulatory Exam Level 1, A minimum of three years relevant experience, DOFA confirmation from FSB, Cardinal 360 system experience (will be an advantage) will help you to suceed in the following duties:

Effectively maintaining commercial underwriting standards and providing quality client service:
  • Issuing new policies, renewals and endorsements on the CIMS3 System
  • Prepare new business quotes.
  • Underwrite in accordance with standards, policies and procedures
  • Support sales team in acquiring and retaining profitable business
  • Attend to administration and written communication
  • Ensure that all documentation is processed accurately & correctly
  • Ensure documentation is checked and authorised if appropriate prior to dispatch
  • Ensure queries are resolved as per company standards
  • Negotiating renewal terms and preparing the renewal documentation.
  • Ensure renewal reviews are completed timeously
  • Ensure retentions are calculated
  • Request, monitor survey and survey requirements as per laid down procedures
  • Correct unprofitable policies
  • Ensure policies are not overexposed
  • Checking policies before sending to clients
  • Telephone contact with clients when they phone in with queries or amendments/ additional covers
  • Saving all work electronically
Service Delivery To Ensure Customer Satisfaction
  • Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
  • Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved.
  • Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals
  • Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
Maintain Effective People Practices
  • Align own behaviour with the organization culture and values.
  • Share and transfer product, process and systems knowledge to colleagues.
  • Collaborate and work with the Underwriting team to ensure required service levels are delivered.
Continuous Improvement To Ensure Effective Service
  • Ensure adherence to organizational policies, practices and procedures.
  • Identify and recommend areas / ways to improve processes.
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