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.
