Close Close Preview

Your amazing online presence is right this way.

Create your profile
Capture who you are, what you do, and where you're going. All in one place.

Mmatshepho Kekana

Mmatshepho Kekana

Personal Lines Underwriter

CIB – Short Term Insurance

Johannesburg Area, South Africa, za

Organised, detail orientated, experienced Personal Underwriter with a demonstrated history of working in the insurance industry. Skilled in CIMS, System A, Microsoft Excel, Customer Service, Microsoft Word, Customer Satisfaction, and Switchboard Operator. Strong sales professional with a NQF 4 focused in short term insurance...

Message

2

Followers

MENU ☰

CIB – Short Term Insurance

Personal Lines Underwriter

* Provide quotations on existing policies
* Assist brokers telephonically, take instructions over the phone and confirm instructions in writing to brokers via email.
* Attend to written instructions to add and delete items from existing policies and confirm in writing that this addiction or deletion has been actioned either via email .
* Capture all changes on the System A and generate schedules and debit/credit notes, and send to the broker with an endorsement letter.
* Keep a diary in respect of all outstanding information or documentation and ensure that this is followed up on a regular basis.
* Contact brokers who give cancellation instructions as soon as these are received, to ascertain the reason for cancellation and try to match premiums if the client is accepting a lower quote from another source.
* Suggest a corrective action to a broker, and action the corrective action on the client
* Raise renewals
* Increase the H/O and H/H sums insured by the specified percentage at renewal and amend claims accordingly.
* Amend motor sums insured in accordance with the latest Auto Dealers Guide and based on information available.
* Handle all brokers queries around vehicle insurance queries
around value, renewals, cover, loss ratios etc.
*Contacting brokers for returned debits as notified by accounts
department and inform accounts of the outcome
* Calling brokers and negotiating to retain policies
* Sending notifications of cancellation of policies where premiums are not received

URBAN INSURANCE BROKERS

Personal Lines Underwriter

* CREATE NEW BUSINESS QUOTES
* MAKE ENSDORSEMENTS ACCORDINGLY
* MAKE YEARLY RENEWALS
* COMMUNICATE WITH CLIENTS REGARDING ANY AMENDMENDS REQUESTED
*COMMUNICATE WITH INSURERS ON BEHALF OF CLIENTS

Urban Insurance Brokers

Short term insurance learnership

Completing various learning programmes throughout the year
Deliver various objectives as agreed as per performance contract in work environment
Successfully complete a media project, presented at the annual Hollard graduation ceremony