Internal Broker/Corporate Underwriter (Cape Town CBD) at RBS

Financial

• To take appropriate action to minimize cancellations
• Ensure retention targets are met
• Ensure and contribute to minimisation of general expenses

Client

• Ensure that all stakeholder (e.g. clients, AE’s, insurers) communication is accurate, timeous, professional and relevant  
• Build and maintain mutually beneficial relationships with internal and external stakeholders 
• Ensure and contribute to achieving own and company required client satisfaction targets

Business 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 etc 
• New Business, Renewals, Endorsements and Re-broke 
• Create a risk profile
• Analyse clients’ portfolios 
• Conduct a cover assessment
• Request, obtain and assess quotes from insurers 
• Request, obtain and/or provide clients with all required information and/or documents 
• Arrange valuations and reinsurance 
• 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 
• Ensure claims are managed according to set processes
• Keep diary up to date at all times
• Ensure that surveys and valuations are received within agreed time lines 
• Ensure effective complaint resolution within the required time lines  
• Ensure service level agreements are met  
• Ensure productivity targets are met 
• Contribute towards and ensure continuous improvement in own and team performance 
• Adhere to company mandates 
• Participate and contribute in ad hoc projects 
• Report any suspected fraud, misrepresentation and/or dishonesty 

Learning and Growth:

• Live the RBS values 
• Ensure continuous self-development 
• Ensure objectives of own development plans are achieved 
• Share information and knowledge with the team 
• Ensure productivity and quality assurance targets are met 

Requirements

Minimum Qualifications and Skills:

• Matric or equivalent 
• RE5 
• FAIS Compliant (credits and/or full qualification) 
• Computer literate 
• Excellent Communication skills 
• Intermediate Excel, Word and PowerPoint skills 

Minimum Experience:

• 3 + years Corporate Underwriting experience