Personal Lines Underwriter

Reference: PTA -AF-1
Insurance Brokerage in Johannesburg North is seeking a dedicated Insurance Broker to oversee clients' short-term insurance needs, ensuring unparalleled personalized service and standards maintenance. Salary: R30 000 pm depending on experience

Duties & Responsibilities

Responsibilities include:

• Servicing existing portfolios and providing quotations
• Assisting clients telephonically and confirming instructions in writing
• Completing voice logging system and maintaining detailed records
• Handling written instructions for policy changes and ensuring timely action
• Managing changes on CIMS system, generating documents, and sending to clients
• Maintaining a diary for follow-ups and addressing outstanding information/documentation
• Advising clients on insurance needs and keeping detailed working notes
• Contacting clients for cancellations and retention efforts
• Addressing clie...