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  • Posted: Feb 22, 2024
    Deadline: Not specified
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    GJM Ultra Holdings was founded by Greg Meaden in 1999. As an independent, specialist financial brokerage, we offer financial planning, asset management, short term insurance, tax and estate planning functions to medical practitioners nationally. Greg Meaden is a senior member of GJM Ultra Holdings with more than 23 years experience in the financial planni...
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    Internal Broker/Underwriter - Johannesburg

    Job Description:  
    We are seeking an experienced Internal Broker/Underwriter with a minimum of 4 years' relevant underwriting experience, ideally within a Broker environment, adept at handling key accounts and proficient in underwriting for both personal and commercial lines.  this role primarily involves inbound responsibilities and does not necessitate in-person meetings.

    Responsibilities:
    As an Internal Broker, your primary responsibilities encompass:

    •  Diligent service management for an existing client portfolio consisting of 300 clients.
    •  Proficiently conducting general underwriting tasks.
    •  Addressing general inquiries related to insurance products, coverage and excesses.
    •  Efficiently managing policy renewals.
    •  Handling policy endorsements with precision.
    •  Scheduling and facilitating Zoom meetings with clients to comprehensively review policies
    •   (minimum 3 client meetings per day).
    •  Skillfully underwriting and providing accurate quotes for new policies tailored to existing clients.
    •  Expertly executing re-brokering activities and soliciting quotations from our esteemed insurance partners.
    •  Profiling risks and conducting a thorough analysis of client portfolio's.
    •  Coordinating tracking device installations when deemed necessary.
    •  Arranging valuations with precision.
    •  Skillful management of policy cancellations and executing effective business retention strategies.
    •  Processing refunds as required with attention to detail.

    Minimum Qualifications and Requirements:

    •  Matric Certificate (Grade 12)
    •  Essential RE5 certification
    •  A minimum of 4 years' essential experience in underwriting.
    •  Proficiency in handling both personal and commercial lines.

    Method of Application

    Interested and qualified? Go to GJM Ultra Holdings on gjmultrabrokers.simplify.hr to apply

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