Job title : Personal Lines Team Lead
Job Location : Western Cape,
Deadline : November 23, 2024
Quick Recommended Links
Description
- To provide expert advice and management of the personal lines underwriting team and to ensure operations align to the organisation strategy for quality, service and growth.
Financial
- Ensure new business targets are met
- Ensure retention of existing business
- 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
- To provide expert personal lines advice to internal and external stakeholders
- Act as liaison between client facing and internal servicing teams to channel information, request for documentation etc.
- Deal with service complaints or escalations and ensure that client needs are satisfied within operational constraints
- Ensure that personal lines underwriting practices adhere to compliance and quality requirements
- Conduct regular audits of personal lines underwriting to ensure high standards of quality are maintained
- Compile, and distribute reports in order to ensure clear reporting to internal and external stakeholders
- Use monthly reports on the department performance and address discrepancies between expectations and actual performance (new business, clients retained, client cancellation, clients per underwriter etc.)
- Deal with cancellation requests and take every appropriate step to attempt to retain the business
- Assist with the design of training material and standard operating procedures
- Adhere to company mandates
- Participate and contribute in ad hoc projects
- Report any suspected fraud, misrepresentation and/or dishonesty
- Ensure continuous process improvement and alignment of processes with organisational goals and objectives
Business processes
- Live the RBS values
- Ensure continuous self-development
- Provide training and share information and knowledge with the team
- Continuous coaching and mentoring of team
- Ensure own and team performance objectives are met
- Contribute towards and ensure continuous improvement in own and team performance
- Conduct formal performance review according to company processes
- Ensure personal development plans are implemented and executed
Requirements
Minimum Requirements
- Matric of equivalent
- FAIS Compliant
- Computer Literate
- Excellent communication skills
- Excellent customer services skills
- Excellent team management skills
- A minimum 8 years experience in Personal Lines Underwriting
- A minimum of 3 years management experience in a similar role
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
- Insurance jobs