Vacancies Available at RBS

What You'll Do:

• Financial Impact: Drive new business by generating and converting leads, while contributing to cost efficiency and supporting our growth strategy.
• Client Focus: Build strong relationships with stakeholders, ensuring clear and professional communication. Deliver exceptional client service to exceed satisfaction targets.
• Business Processes: Offer tailored insurance advice, perform detailed risk assessments, and manage client portfolios with precision. Ensure compliance with underwriting and regulatory standards.
• Continuous Learning: Stay updated on industry trends and products, commit to personal growth, and actively share knowledge with your team.

Requirements

Qualifications and Skills:

• Matric or equivalent
• RE5 certified, FAIS Compliant
• Strong communication and relationship-building skills
• Sales-driven mindset
• Valid driver’s license and own reliable transport

Experience Required:

• Minimum 5 years in a Commercial or High Networth Insurance sales position

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Role Purpose

• Provide stakeholders with effective and efficient commercial 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:

• Take appropriate action to minimise cancellations 
• Ensure retention targets are met 

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 quality standards, process 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 

Cancellations

• Ensure productivity targets are met 
• Adhere to company mandates 
• Participate and contribute in ad hoc projects 
• Keep accurate record of own activities

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:

• RE5 
• FAIS Compliant (credits and/or full qualification) 
• Excellent communication skills 
• Excellent customer services skills
• Attention to detail

Minimum Experience:

• a minimum of 3 years’ experience as a Commercial Lines Underwriter (medium to large Commercial)
• a minimum of 3 years experience at a Short Term insurance brokerage

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Key responsibilities:

 Financial

• Ensure appropriate minimization of claims and claims expenses.
• Contribute to the minimization of general expenses.

Client

• Ensure accurate, timely, professional, and relevant communication with stakeholders (clients, AE’s, insurers).
• Build and maintain mutually beneficial relationships with internal (account executives) and external (clients) stakeholders.
• Keep clients informed regarding the progression of the claim.
• 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):

• Receive claims notification and send and obtain any relevant forms or documents as may be required.
• Administer the complete claims process according to defined claims procedures until claims are settled.
• Appoint assessor or loss adjuster.
• Apply policy terms and conditions.
• Keep internal systems 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 an intermediary between insurer and client and timeously relay communication, requests, and documentation.
• Follow the recoveries process, diarize 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 to ad hoc projects.
• Report any suspected fraud, misrepresentation, and/or dishonesty.
• Keep an accurate record of own activities.

Learning and Growth

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

Requirements

Minimum experience, qualification, and skills:

• Minimum of 3 years of claims experience in either Commercial and Corporate Claims.
• Minimum of 3 years of claims experience in a brokerage, is essential.
• Matric or equivalent.
• RE 5.
• FAIS appropriate qualification/credits.
• Computer literate.
• CIMS - advantageous.
• Excellent communication skills (verbal & written).