Commercial Underwriter

August 5, 2024

RBS Insurance Brokers

Port Elizabeth

FULL TIME

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

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, process 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
Cancellations
Ensure productivity targets are met
Adhere to company mandates
Participate and contribute in ad hoc projects
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
Ensure productivity and quality assurance targets are met

Minimum Qualifications and Skills:

RE5
FAIS Compliant (credits and/or full qualification)
Excellent communication skills
Excellent customer services skills
Attention to detail

Minimum Experience:

a minimum of 5 years’ experience as a Commercial Lines Underwriter (medium to large Commercial)
a minimum of 5 years experience at a Short Term insurance brokerage