Fresh Vacancies at RBS

Description

Provide stakeholders with effective and efficient personal lines 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. 

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 

Learning and Growth:

• Live the RBS values 
• Ensure continuous self-development 
• Ensure objectives of own development plans are achieved 
• 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 - 5 years Corporate Underwriting experience

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Role Purpose

• To provide stakeholders (e.g. clients, account executives) with efficient claims advice and administration according to the required standards and procedures in support of the business strategy. 

Financial:

• Ensure appropriate minimisation of claims and claims expenses 
• 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 (e.g. account executives) and external (e.g. clients) stakeholders 
• Keep client informed regarding to progression of the claim 
• Ensure and contribute to achieving the required client satisfaction targets

Business Processes:

• Adhere to company quality standards and broader regulatory frameworks wrt the following processes (but not limited to): 

Claims Administration

• Receive claims notification, and send and obtain any relevant forms or documents as may be required 
• Administer complete claims process according to defined claims procedures until claims are settled 
• Appoint assessor or loss adjustor  
• Apply policy terms and conditions 
• Keep internal system and records up to date at all times 
• Keep relevant internal stakeholders up to date on the progress of registered claims 
• Make assessment of claims validity and estimate value and administer mandated claims 
• Forward claims in excess of mandate to insurer  
• Obtain quotes for services 
• Arrange approval and payment for claims costs in line with claims and cover 
• Act as intermediary between insurer and client and timeously relay communication, requests and documentation 
• Follow the recoveries process, diarise follow-ups and keep clients informed 
• 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 
• Keep accurate record of own activities 

Learning and Growth:

• Live the RBS values by committing to the organisational values 
• Ensure continuous self-development 
• Share information and knowledge with the team

Requirements

Minimum Qualifications and Skills:

• Matric or equivalent 
• RE 5 
• FAIS appropriate qualification/credits 
• Computer literate 
• CIMS - advantageous 
• Excellent communication skills (verbal & written) 

Minimum Experience:

• 3 years claims experience (Personal Lines and Commercial)