Personal Lines Underwriter

Overview

Our Client is an independent investment holding company with interests in short-term insurance broking, corporate finance advisory and on balance sheet investments, including the group’s property holding. They were founded in 1998 and has established itself in its chosen markets and differentiates itself by providing more than capital to every interaction, be it a new investment or corporate finance transaction. Through a blend of complementary skills they are able to understand its business partners’ needs and meet those needs. They aim to create partnerships with their group companies and develop lasting relationships that create value for all participants.

No. of Vacancies
1
Specific Skills
Experience:
  • Minimum 5 years as a Personal Lines Underwriter, preferably with a medium sized Broker
  • Computer literacy
  • Working knowledge of the Flexi and Cardinal system not essential, but an advantage.
Personality:
  • Self motivated
  • Good manager of time
  • Pressure resilient
  • Good communicator, both written and verbal
  • Team player
Responsible For
  • Communicate with clients regarding above
  • Communicate and negotiate with Insurers.
  • Assist with any other function on request.
Attend to monthly credit control, including:
  • Debit order queries
  • Debit order rejections
  • Outstanding annually paid premiums.
Underwriter allocated portfolio, including:
  • Quotations
  • Policy issue
  • Policy amendments – endorsements
  • Renewals
Job Nature
Full Time
Educational Requirements
  • FAIS compliant Representative and non-essential Key Individual
  • Matric, tertiary, FAIS (RE) and CPD certificates
Experience Requirements
Minimum of 5
Job Location
Waverley
Job Level
Intermediate Position

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