Domestic Underwriter

Requirements

• Tertiary or professional qualification in Personal Lines Short Term Insurance Underwriting
• Matriculation
• RE 5 Certification
• Full FAIS Qualification with Class of Business in Personal Lines
• Up-to-date CPD Points

• Minimum of 7 years' experience in Personal Lines Insurance

• Provide exceptional service and quotations for clients' personal short-term insurance requirements
• Set and maintain standards for personalised service

• Service and provide quotations for existing portfolios
• Assist clients by phone, taking instructions, and confirming them in writing
• Complete voice logging system with client's surname and reason for call
• Attend to written instructions for additions or deletions to existing policies, and confirm in writing
• Capture changes on the system, generate schedules and debit/credit notes, and send to the client with a covering letter
• Maintain a diary of outstanding information/documentation and follow up regularly via telephone, email, fax, or SMS
• Delete warranties and adjust premiums if discounts were given for a tracking device or limited kilometres, and documentation/information is not received after 3 follow-ups
• Advise clients on proper insurance coverage and maintain necessary working notes
• Make notes on EDS files regarding follow-up on diary
• Contact clients who request cancellation to understand the reason and offer alternative options to retain them
• Flag any client-specific issues related to loss of income or poor service levels
• Confirm all advice, telephonic discussions, and client discussions in writing
• Handle Renewals, New Business, Re-insurance, and Credit Control