Analyse individual needs of clients of provide suitable underwriting support
• Assist in resolving clients queries in a timeous manner
• Confirm FAIS compliance of documentation received
• Maintaining detailed record of all actions taken
• Following up on leads and referrals
• Identify and correct deviations
• Complete annual renewals
• Retention of clients
Qualifications & Experience:
• Regulatory Examination level 1 (Representatives) - RE 5
• NQF Level 4 Short Term Insurance qualification of suitable alternative as recognised by the Financial Services Board
(Minimum: Fully compliant for personal lines)
• Minimum of five (5) years´ experience in the financial services industry, with a focus on personal lines underwriting
• Previous working experience in a client services environment
Skills/Competencies:
• Excellent verbal and written communication skills
• Excellent interpersonal and negotiation skills
• Strong time management and multi-tasking skills
• Good policy, product and systems knowledge
• Good planning and organising skills
• Highly customer focussed
• High stress tolerance & resilience