Broker Assistant/Commercial Underwriter

Company

We Find Talent

Date

14 Mar 2019

Reference Number

2297074

Salary

Undisclosed cost to company

Description

Please email your detailed word doc CV to (email address)

Must have good Commercial skills and must be from Broker Environment

- Matric or equivalent
- RE5
- FAIS Compliant (credits and/or full qualification)
- Computer Literate
- Excellent communication skills
- Excellent Word and Excel skills to be able to prepare reports

MINIMUM EXPERIENCE

3 years' experience working in a Broking environment
3 years' experience as a Commercial Lines Underwriter or in Commercial Claims
Some form of Marine Insurance experience or willingness to learn

We have an exciting career opportunity for a Commercial Underwriters/Broker Assistant, to provide stakeholders with effective and efficient Broker Assistant services in our Commercial/Marine division, according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.

FINANCIAL OUTPUTS

- Take appropriate action to minimise cancellations
- Ensure retention targets are met
- Ensure and contribute to minimisation of general expenses

CLIENT OUTPUTS

- 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

BUSINESS PROCESSES
Adhere to company quality standards 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
Analyse clients' portfolios
Request, obtain and assess quotes from insurers
Request, obtain and/or provide clients with all required information and/or documents
Raise premiums
File all relevant documentation electronically and in hard copy

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

Contract Type:

Permanent, Permanent/Contract

Sector:

Other

Region:

Cape Town CBD
Western Cape
South Africa