Petronella Engelbrecht

Duties and Responsibility but not limited to:

• Attend to administration and written communication related to personal underwriting.
• Ensure that all documentation, including quotes & related communication of amendments are processed accurately, correctly, and timeously.
• Ensure queries are resolved as per company procedures and SLA.
• Ensure renewal reviews are completed timeously within set time period as provided and confirmed by team leader.
• Ensure written confirmation/communication of all requested transactions to go to clients & brokers, and recordkeeping of such communication be done on applicable comp-any systems.
• Correct unprofitable policies by risk management and effective corrective underwriting and segmentations.
• Ensure policies are not over exposed as per Insurance company standards, policies and procedures.
• Manage work routines in line with operational plan/schedules in order to manage achievement of service level agreements!
• Attend to all enquiries assigned to you and received from brokers & clients.
• Responsible for issuing of Confirmation of Cover and Border letters.
• Applying of mandated discount requests
• Responsible for Dual insurance process and backdating refunds
• Handle possible cancellation of policies.
• Responsible for accurate premium recons and confirmations to clients and brokers
• Analise new business risk proposal forms
• Implementation of special terms and conditions as per underwriting guidelines
• Liaising and building relationships with brokers and broker consultants
• Assisting Management with any duties that may be assigned by Management to but within reason.
• Report any suspected fraud, misrepresentation and/or dishonesty.