Underwriter

This short term insurance underwriter will be responsible for the following duties:

New quotations
Policy renewals on an annual basis
Confirmation letters
Amendments on policies
Reinstatement of cancelled policies
Cancellation of policies
Force debits, refunds, payments and return debits related to unpaid premiums.
Follow-up on outstanding documentation.
Interact with clients and service providers regarding new and existing policies.
Complete documentation and capture information related to the underwriting request.
Ensure proper and correct communication channels are followed throughout the
process.
Adhere to policies and procedures in place.
Set up appointments with clients.
Prepare policy summaries, quotations and schedules and any other required
documentation.
Ensure that all documentation and information send to clients, service providers or any
other party related to the underwriting task at hand is correct.
Negotiate with insurers and service providers regarding rates and premiums.
Follow instruction and complete delegated duties in a timeous manner.
All communication and instructions from and to a client and a service provider via any
communication medium, must be done or confirmed in writing and to be noted in the
relevant task on the workflow system

Assist the brokers in the following:

Copying any client data from and to internal programs/ systems accurately &
flawlessly
Consider the client’s needs and make suggestions to the broker where
necessary.
Make sure and assist the broker to conduct renewals of policies on the required
renewal date.
Also make sure that if a client has more than one policy, that all the
relevant policies must be renewed in the same month.

Qualifications:
Grade 12
RE 5
NQF Level 4 in Short-term Insurance (completed or in progress)

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