Internal Broker/Corporate Underwriter - Cape TownFull job descriptionProvide stakeholders with effective and efficient corporate 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.FinancialTo take appropriate action to minimize cancellationsEnsure retention targets are metEnsure and contribute to minimisation of general expensesClientEnsure that all stakeholder (e.g. clients, AE’s, insurers) communication is accurate, timeous, professional and relevantBuild and maintain mutually beneficial relationships with internal and external stakeholdersEnsure and contribute to achieving own and company required client satisfaction targetsBusiness Processes:Adhere to company processes, service level agreements, quality assurance targets and broader regulatory frameworks wrt the following processes (but not limited to):General Enquiries such as but not limited to cover, products, processes etcNew Business, Renewals, Endorsements and Re-brokeCreate a risk profileAnalyse clients’ portfoliosConduct a cover assessmentRequest, obtain and assess quotes from insurersRequest, obtain and/or provide clients with all required information and/or documentsArrange valuations and reinsuranceRaise premiumsFile all relevant documentation electronically and in hard copyCancellationsFollow retention processesCancel the policy on the systemConfirm cancellation request with the clientFile all relevant documentation electronically and in hard copyRefundsRaise invoicesRequest refunds from line manager electronicallyFile all relevant documentation electronically and in hard copy Ensure claims are managed according to set processesKeep diary up to date at all timesEnsure that surveys and valuations are received within agreed time linesEnsure effective complaint resolution within the required time linesEnsure service level agreements are metEnsure productivity targets are metContribute towards and ensure continuous improvement in own and team performanceAdhere to company mandatesParticipate and contribute in ad hoc projectsReport any suspected fraud, misrepresentation and/or dishonestyLearning and Growth:Live the RBS valuesEnsure continuous self-developmentEnsure objectives of own development plans are achievedShare information and knowledge with the teamEnsure productivity and quality assurance targets are met Minimum Qualifications and Skills:Matric or equivalentRE5FAIS Compliant (credits and/or full qualification)Computer literateExcellent Communication skillsIntermediate Excel, Word and PowerPoint skillsMinimum Experience:3 + years Corporate Underwriting experience
