Role Purpose\u00a0<\/p>\n
Provide stakeholders with effective and efficient personal lines underwriting services according to the required standards and procedures in order to\u00a0retain existing clients and secure new business in support of the business strategy.\u00a0<\/p>\n
Financial:<\/p>\n
\tEnsure new business targets are met\u00a0
\n\tEnsure Binder fees targets are met\u00a0\u00a0
\n\tEnsure retention of existing clients\u00a0
\n\tEnsure and contribute to minimisation of general expenses\u00a0<\/p>\n
Client:<\/p>\n
\tEnsure that all stakeholder (e.g. clients, AE\u2019s, insurers) communication is accurate, timeous, professional and relevant\u00a0\u00a0
\n\tBuild and maintain mutually beneficial relationships with internal and external stakeholders\u00a0
\n\tEnsure and contribute to achieving own and company required client satisfaction targets<\/p>\n
Business Processes:<\/p>\n
Adhere to company processes, service level agreements, quality assurance targets and broader regulatory frameworks wrt the following processes (but not limited to):\u00a0<\/p>\n
\tGeneral Enquiries such as but not limited to cover, products, processes etc\u00a0<\/p>\n
New Business, Renewals, Endorsements and Re-broke\u00a0<\/p>\n
\tConduct risk assessments\u00a0\u00a0
\n\tAnalyse clients\u2019 portfolios\u00a0
\n\tRequest, obtain and assess quotes from insurers\u00a0
\n\tRate policies\u00a0
\n\tRequest, obtain and\/or provide clients with all required information and\/or documents\u00a0
\n\tArrange valuations and reinsurance\u00a0
\n\tRaise premiums\u00a0
\n\tFile all relevant documentation electronically and in hard copy\u00a0
\n\tUpsell cover to clients where appropriate\u00a0<\/p>\n
Cancellations<\/p>\n
\tFollow retention processes\u00a0
\n\tCancel the policy on the system\u00a0
\n\tConfirm cancellation request with the client\u00a0
\n\tFile all relevant documentation electronically and in hard copy\u00a0<\/p>\n
Refunds<\/p>\n
\tRaise invoices\u00a0
\n\tRequest refunds from line manager electronically\u00a0
\n\tFile all relevant documentation electronically and in hard copy\u00a0
\n\tAdhere to company mandates\u00a0
\n\tParticipate and contribute in ad hoc projects\u00a0
\n\tReport any suspected fraud, misrepresentation and\/or dishonesty\u00a0
\n\tKeep accurate record of own activities\u00a0<\/p>\n
Learning and Growth:<\/p>\n
\tLive the RBS values\u00a0
\n\tEnsure continuous self-development\u00a0
\n\tEnsure objectives of own development plans are achieved\u00a0
\n\tShare information and knowledge with the team\u00a0
\n\tEnsure productivity and quality assurance targets are met\u00a0<\/p>\n
Requirements<\/p>\n
Minimum Qualifications & Skills:<\/p>\n
\tMatric or equivalent\u00a0
\n\tFAIS Compliant\u00a0
\n\tComputer Literate\u00a0
\n\tExcellent communication skills\u00a0
\n\tExcellent customer services skills\u00a0<\/p>\n
Minimum Experience:<\/p>\n
\t2 years\u2019 experience working in a client services environment\u00a0
\n\t2 years\u2019 experience as a Personal Lines Underwriter<\/p>\n
Apply via company website ( http:\/\/www.rbs.co.za ) or<\/p>\n
rbs.mcidirecthire.com<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"http:\/\/rbs.mcidirecthire.com","_company_name":"RBS","_company_website":"http:\/\/www.rbs.co.za","_company_tagline":"In 1988 Risk Benefit Solutions (RBS) started out as a small proprietorship. A little over 20 years on - it\u2019s now one of the largest fully fledged financial services advisory firms in southern Africa. Our services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corpora... read morete Risk Advisors, Employee Benefit Administrators and Consultants, and Health and Wealth management. Culture Our culture is characterised by a strong desire for innovation and problem solving with a flair for entrepreneurship. It\u2019s an inspiring ethos that forms the heartbeat of our business and keeps us firmly on track. But our hard-working attitude aside, we make sure it\u2019s only the work we take seriously - never ourselves. Values Our values form the DNA of our company culture. They underpin our every action and interaction - from the way we answer the phone to the way we work together as a team. Because they\u2019re so important, we\u2019ve created an easy-to-remember acronym: RUBICS. History Risk Benefit Solutions, better known as RBS, was founded by a small but ambitious group of entrepreneurs in 1998. A year later, after making its first acquisition, the staff complement numbered 26. Today, RBS is now a leading industry name and employs over 130 people. success can only be achieved through the success of our clients Since 1998, RBS has evolved into one of the largest fully fledged independent financial services advisory firms in Southern Africa, operating nationally and into Africa. Through a combination of targeted strategic acquisitions and a focus on driving organic growth, RBS has grown its market position by understanding that its success can only be achieved through the success of its clients. In 2011 RBS and Katz Breskal Insurance Brokers concluded a merger - and the newly formed company was re-branded RBS Katz Breskal. It was a synchronous move in which two like-minded companies understood the combined value of the business, the importance of unlocking embedded value and the economies of scale. Stan Katz and David Breskal, the founding members of Katz Breskal, have since retired and in 2014 the company reverted to the more familiar - and shorter - RBS. While the profile of RBS has changed significantly over the years, its core principles remain the same: to place a strong emphasis on service excellence and a desire to build and maintain the strongest relationships with its clients. Something RBS achieves by delivering innovative solutions to meet their client\u2019s every need. 1st Floor Soho on Strand 128 Strand Street Cape Town 8001","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[17],"job-types":[12],"class_list":{"0":"post-35214","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-eastern-cape","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/35214","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=35214"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=35214"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=35214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}