Personal Lines Underwriter - CPT
RBS Insurance Brokers
- Cape Town, Western Cape
- Permanent
- Full-time
- Ensure new business targets are met
- Ensure Binder fees targets are met
- Ensure retention of existing clients
- Ensure and contribute to minimisation of general expenses
- Ensure that all stakeholder (e.g. clients, AE’s, 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
- Adhere to company processes, service level agreements, quality assurance targets and broader regulatory frameworks wrt the following processes (but not limited to):
- General Enquiries such as but not limited to cover, products, processes etc
- New Business, Renewals, Endorsements and Re-broke
- Conduct risk assessments
- Analyse 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
- Matric or equivalent
- FAIS Compliant
- Computer Literate
- Excellent communication skills
- Excellent customer services skills
- 2 years’ experience working in a client services environment
- 2 years’ experience as a Personal Lines Underwriter