Personal Lines Underwriter — High Nett Worth Clients

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Personal Lines Underwriter — High Nett Worth Clients Job Description Template

Our company is looking for a Personal Lines Underwriter — High Nett Worth Clients to join our team.

Responsibilities:

  • Re broke;
  • Cancellations;
  • Refunds;
  • Renewals;
  • Credit controlling;
  • Build and maintain relationships;
  • Client visits when required;
  • Meet new business targets;
  • Professional communication with all stakeholders;
  • Endorsements;
  • Personal Lines Underwriting process in order to retain High Nett Worth Clients;
  • General enquiries;
  • Meet retention targets;
  • Minimise cancellations;
  • New business.

Requirements:

  • Minimum 2 years’ relevant short term insurance client service experience essential;
  • RE5 essential;
  • Minimum 2 years’ Personal Lines Underwriting experience liaising with High Nett Worth Clients essential;
  • FAIS accreditation is essential;
  • Grade12.