Insurance Underwriting and Claims
Job Description
Duties & Responsibilities
New Business, Renewals, Endorsements and Re-broke § Analyse clients’ portfolios
Request, obtain and assess quotes from insurers
Request, obtain and/or provide clients with all required information and/or documents
Raise premiums
File all relevant documentation electronically and in hard copy
Cancellations
Follow retention processes
Cancel the policy on the system
Confirm cancellation request with the client
File all relevant documentation electronically and in hard copy
Refunds
Raise invoices
Request refunds from line manager electronically
File all relevant documentation electronically and in hard copy
Engage in timely and proactive communication with relevant client account executive regarding movements on the clients portfolio and servicing requirements
Desired Experience & Qualification
Matric
RE5
NQF 4 or 5 or 6
3 – 5 years
Package & Remuneration
R25000 – R 40 000
English