Recruitment Room Team
Underwriter I: Personal Lines
Job Description
Responsibilities
Underwriting & Policy Management
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Issue new policies, renewals, and endorsements using the C360 System
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Prepare new business quotes
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Underwrite in line with company standards, policies, and procedures
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Support the sales team in acquiring and retaining profitable business
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Negotiate renewal terms and prepare renewal documentation
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Conduct renewal reviews and ensure timely completion
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Monitor and act on survey requirements
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Identify and rectify unprofitable policies
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Ensure policies are correctly exposed and checked before client dispatch
Client Service & Communication
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Handle client queries and amendments via telephone and email
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Resolve queries in accordance with company standards
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Ensure documentation is accurate, authorised where required, and dispatched promptly
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Save all work electronically for future reference
Service Delivery & Continuous Improvement
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Maintain high service quality and output within functional processes
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Resolve escalated customer queries and provide feedback
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Develop routines aligned with operational goals
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Recommend process improvements for better service delivery
Team Collaboration & Knowledge Sharing
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Align behaviour with company values and culture
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Share knowledge and support team development
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Collaborate with Underwriting team to meet service level requirements
Requirements
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Matric
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NQF Level 5 in Short-Term Insurance
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Regulatory Exam Level 1
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DOFA confirmation from FSB
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Personal Lines Class of Business
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Cardinal 360 system experience (advantageous)
- Minimum 2 years of Personal Underwriting experience
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Proficient in Microsoft Office
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Knowledge of the personal insurance and financial services industry
Benefits