Description:
Purpose:
This is a combined sales and service position, whose primary function is to provide quality service to clients and
to cross-sell within the existing book of business. The Commercial Lines Underwriter will be the day-to-day
liaison between insurance companies and their designated accounts. The Commercial Lines Underwriter will
manage and control the relationships with their clients.
Main job tasks and responsibilities:
The Commercial Lines Underwriter must have experience in commercial lines insurance. As needed, they will
co-ordinate and defer to the manager, marketing staff and insurers on strategic account issues and potential
problems.
Daily servicing of clients will include but is not limited to:
Addressing various coverage issues Contract analysis Exposure analysis All endorsement activity Routine coverage questions Problem solving Account renewal control in combination with the marketing staff Checking and binding policies All other reasonable duties that might be assigned to the employee.General Client Management:
Build and maintain constructive and effective relationships with clients by meeting and exceedingexpectations Provide consistent, accurate, timely and pertinent communication to clients through “constant touch”,
phone calls, e-mails etc. Respond to client inquiries/issues within the established timelines Resolve/assist with any service or claims queries Assist the marketing staff in the compilation of insurance portfolios for clients Assist clients in making appropriate coverage changes; make each contact a marketing opportunity Inform and educate clients about coverage, exclusions and exposures; document electronic files
accordingly Assist clients by helping to devise means to mitigate risks e.g. additional security measures Update Growth Charts after the completion of all/any financial transactions
Follow up on survey requirements:
Manage their diary Respond to clients’ needs by producing certificates, policies and other related items accurately and ontime Monitor and review client satisfaction Maintain up to date records of communication with clients
Renewals:
On receipt of the monthly renewal list from their Team Leader, assist the Account Executive to market,negotiate, prepare and analyse alternative renewal options Where applicable, on receipt of complete renewal instructions from the Account Executive proceed with
the renewal process Where the Account Executive indicates they do not requi...