Commercial Underwriter - CPT

Commercial Underwriter - CPT RBS Insurance Brokers 2023-08-15 Cape Town CBD Job Ref #: RBS-7 Industry: Insurance Job Type: Permanent Positions Available: 1 RBS is one of the largest Short Term Insurance brokerages in the Southern Africa and has just become a level one BBBEE contributor. We are looking for vibrant individuals to join our team. Job Description Role Purpose Provide stakeholders with effective and efficient commercial lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.  Financial: Take appropriate action to minimise cancellations  Ensure retention targets are met  Ensure and contribute to minimisation of general expenses  Client: 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  Business Processes: 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 required information and/or documents Raise premiums File all relevant documentation electronically and in hard copy Cancellations: Follow retention processes Cancel the policy on the system Confirm cancellation request with the client File all relevant documentation electronically and in hard copy 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 Learning and Growth: Live the RBS values  Ensure continuous self-development  Ensure objectives of own development plans are achieved  Share information and knowledge with the team  Ensure productivity and quality assurance targets are met  Job Requirements Minimum Qualifications and Skills: Matric or equivalent  RE5  FAIS Compliant (credits and/or full qualification)  Computer Literate  Excellent communication skills  Minimum Experience: 3 years' experience working in a client services environment  3 years' experience as a Commercial Lines Underwriter