Commercial Underwriter Broker

Company

Square Peg Recruitment

Date

07 Mar 2019

Reference Number

2294872

Salary

Undisclosed cost to company incl benefits

Description

The purpose of this role is to provide stakeholders with effective and efficient broking assistance services (Commercial/Marine) according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.

Role functions:

- Take appropriate action to minimise cancellations
- Ensure retention targets are met
- 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 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 requiredinformation and/or documents
- Raise premiums
- File all relevant documentation electronically and in hardcopy
- Cancellations
- Follow retention processes
- Cancel the policy on the system
- Confirm cancellation request with the client
- File all relevant documentation electronically and in hardcopy
- Refunds
- Raise invoices
- Request refunds from line manager electronically
- File all relevant documentation electronically and in hardcopy
- Engage in timely and proactive communication with relevant client account executive regarding movements on the clients portfolio and servicing requirements
- Ensure productivity targets are met
- Contribute towards and ensure continuous improvement in own and team performance
- 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

Candidates must have completed:
RE5
FAIS (credits/full qualification)
Fully computer literate, Excel proficiency essential
Minimum 3 years experience working in a Broking environment dealing with Commercial & Marine (advantageous)

Contract Type:

Permanent, Permanent/Contract

Sector:

Other

Region:

Cape Town CBD
Western Cape
South Africa