Short-term Underwriter / Claims Consultant

SUMMARY:
Our client, a Financial Services Provider based in Randburg is looking for a Short-term Underwriter / Claims Consultant to join their team.

POSITION INFO:

Role Purpose

To actively pursue the growth of the company by writing new business and maintaining the new and existing book of business.    

Education Requirements                           

• Matric / Grade 12/ Equivalent
• FSCA Approved qualification (150 FAIS Credits)

Knowledge requirements                          

• Be experienced in both commercial and personal insurance
• Legislative framework of the Financial Services Industry
• Insurance Principles
• Short-term insurance product knowledge
• System knowledge will be an advantage
• Computer Skills

Other requirements                     

• Valid driver’s license 
• Own transportation

Preferred work experience                        

• 2 years + experience working in Short-term Insurance (personal lines and commercial lines)

Personal Qualities & Skills                         

• Honesty, Integrity
• Work ethic
• Teamwork
• Flexibility/Adaptability
• Self-reliance
• Eagerness to learn
• Dependability   
• Problem solving
• Ability to work under pressure and work with multiple clients and tasks at the same time
• Time management
• Attention to detail
• Strong verbal and written communication
• Assertive

Key Performance areas / Key Performance Outputs

• Underwriting (Amendments & renewals)             
  • Provide suitable advice and intermediary services to clients
  • Pro-actively manage the client portfolio, ensuring continuity and compliance to the mandate and Company and Industry policies, procedures, and requirements
  • Review policy needs of existing clients, make suitable recommendations based on the needs identified
  • Obtain and provide quotes to existing clients 
  • Send through amendments to insurers or where applicable do it directly on the online systems
  • Provide suitable advice and intermediary services 
  • Keep clients informed at all times on the progress of their interaction with you and the company

• Compliance & Reporting              
  • Maintain best practice standards and comply with all present and future statutory and regulatory requirements for the Financial Services Industry including record keeping
  • Provide weekly and monthly reports to management

• Market the “firm”                          
  • Promote all the available services offered by the Company

• Client relationship Management              
  • Engage with clients to identify their needs and source suitable insurance products
  • Develop strong client relationships retain business 

• Claims  Teamwork & leadership               
  • Send through insurer claim forms to clients
  • Manage claims process for clients from registering the claim, doing follow up calls and email to insurers, to providing the client with regular feedback until the claim is finalized
  • Assist with supporting documentation 
• Provide guidance to new business and claims assistants
• Review standard documentation and templates, make recommendations to the HOD and assist with implementation thereof

Key Performance Indicators

• Claims ratios on portfolio managed
• New Business / Renewals
• Retention ratio 

Should you not receive a response from us within one week of your application, your application has unfortunately not been successful.

You can visit our website for more vacancies: www.wePlace.co.za / Facebook page @wePlace / LinkedIn www.linkedin.com/company/wePlace/

NB! This job is now closed. You can apply for other jobs by uploading your CV.