Personal Lines Underwriter
Origin Financial Holdings · Bellville, Western Cape
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Start free — we apply for you →We are seeking a detail-oriented Personal Lines Underwriter to ensure that all work related to policy administration is done efficiently and timeously in accordance with company and insurer guidelines. The underwriter takes instruction form the Portfolio Manager, Portfolio Manager Assistant, Insurer and the client directly.
Key Responsibilities
- Handle telephone calls, both incoming and outgoing
- Obtain quotes for existing clients with amendments or additions and new potential clients.
- Issue policies
- Ensure that premiums are competitive
- Do amendments to existing policies
- Handle brokers appointments
- Send and receive emails
- Send policy documents to clients
- Correspond with clients with regard to unpaid premiums
- Handle cancellation requests and discuss cancellation requests with portfolio managers
- Create cross border letters
- Mentor junior staff and assist with training and development when required
- Ensure policy administration is measured and monitored against the different insurers’ guidelines
- Support the Portfolio Manager to attract and retain clients through competitive insurance premiums and fees that is able to cover any potential losses from claims
- Any other tasks or projects as requested by management that fall within field of expertise
- Responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes
Requirements
M inimum Qualifications/Certifications
Grade 12/ Matric
RE5 qualification
Relevant qualification in Insurance , Risk Management, Business Administration or related fiield will be advantageous
Minimum Experience
- 1-2 Years relavant experience
- Experience working with Multiple insures and broker systems.
Knowledge, Skills and Attributes
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Sound knowledge of personal lines insurance products, including motor, household, all-risk, and personal liability cover
- Strong customer service and relationship management abilities.
- Self-motivated and able to work independently
- Adaptable and able to perform effectively in a fast-paced environment