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 3 years’ experience as a Commercial Lines Underwriter (medium to large Commercial)
- a minimum of 3 years experience at a Short Term insurance brokerage