Commercial Lines Underwriter

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 exceeding
  expectations
• 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 on
  time
• 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...
  
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