BEACON INSURANCE VACANCIES

DESCRIPTION

The Operations Underwriter have the ability to bind cover up to a specified amount, provide quotes, manage claims and receivables, deal with customer service issues and engage in marketing of Beacon’s services.

ROLE

The Operations Underwriter I is expected to be part of a dynamic team of professionals, dedicated to providing unfailing support to Agency Unit to ensure customer satisfaction.

RESPONSIBLITIES

Business Development/Revenue Generation

• To assist the Agency Unit when queries arise from customers concerning their accounts.
• Consistently identify new opportunities for cross-selling and up-selling the company’s products.

Internal Operations

• Timely response to all Salespersons and Agency (inclusive of regional Agencies) queries and requests.
• Develop Business through improvement of relationships with Agencies and Salespersons.
• Provide timely quotations for all classes of business in keeping with The Beacon’s guidelines and approved Limits of Authority.
• Prepare monthly scorecard for Salespersons/ Agencies.
• Bind Coverage for quotations provided and accept New Business for all classes of insurance in keeping with The Beacon’s guidelines and approved Limits of Authority.
• Provide immediate Proof of Cover as may be required.
• Prepare No Claims Letters as required.
• Effectively manage assigned Salespersons and Agencies folder on the system.
• Ensure the accuracy and efficiency of all entries made on The Beacon’s core operating system.
• Continuously ensure compliance with all of The Beacon’s guidelines, manuals, corporate policies and SOPs.
• Perform miscellaneous job-related duties as assigned by the Supervisor or Manager.

Customer Service

• Provide assistance for claims service within the Agency Unit by-

• • • Receiving claim forms
    • Determining coverage or absence thereof
    • Providing briefs to the claims department on the claimant and the respective risk(s).

DESCRIPTION

The Senior Underwriter is expected to maintain office services and efficiency in areas of punctuality, attendance, supervision of underwriting staff, underwriting, and all forms of reporting to the Snr. Supervisor Broker Processing & Quality Control Unit.

ROLE

The Broker Services Snr. Underwriter is responsible for organizing and coordinating the daily operations and procedures of the Unit to ensure effectiveness and efficiency in the underwriting, processing and booking of all transaction requests received from the Broker Market.

SCOPE

He/She will be empowered to act on The Beacon’s behalf, have the ability to bind cover up to specified amounts, provide quotes, deal with customer service issues, and assist in the management of claims and receivables where necessary. 

RESPONSIBILITIES

Main Activities:
•	To ensure established standards and procedures are maintained within the Unit.
•	To ensure effective and efficient Underwriting takes place within unit and any corrections as dealt with immediately.
•	To support Brokers and Business Unit Underwriters (BDUs) in effecting new business and retention of renewals for Beacon.
•	To ensure Key Performance Indicators are implemented and maintained as agreed with VP Insurance Operations and Senior Manager Brokerage. 
•	To monitor all To Do Lists on Lansa ensuring that set all agreed SLAs (service level agreements) are met or exceeded.  
•	To supervise other underwriters within the Broker Processing Team and its operations			
•	To prepare daily, weekly and monthly reports on the Unit’s performance, including (but not limited to) within same, human resource issues.
•	To continuously ensure compliance with all of The Beacon’s guidelines, manuals and corporate policies by all the Underwriters in this Unit.
•	To ensure high service levels to Brokers and accuracy in processing of policies.
•	To assist BDUs and Senior Management with effectively growing Beacon’s book of business. 
•	To ensure the Beacon’s Underwriting Guidelines are followed by all the Underwriters in this Unit.
•	To ensure the timely Completion of all underwriting requests.
•	To sign Broker Slips where necessary in keeping with The Beacon’s guidelines and provided Limits of Authority.
•	To Bind Coverage for quotations provided and accept New Business for all classes of insurance in keeping with The Beacon’s guidelines and provided Limits of Authority.
•	To provide immediate Proof of Cover to Customers for newly accepted business and renewals, or as required.
•	To ensure the accuracy and efficiency of all entries made on The Beacon’s core operating systems. 
•	To provide timely sign off on all Policy and other Documents as required and within agreed Service Level Times.
•	To provide technical advice to Customers and Underwriters when necessary.
•	To provide technical assistance to Colleagues in other Divisions when necessary.

KNOWLEDGE, SKILLS AND ABILITIES

Knowledge - The incumbent must have proficient knowledge in the following areas:

•	Knowledge of office administration
•	Knowledge of human resource
•	Management and Supervision
•	Ability to maintain a high level of accuracy in preparing and entering information

Skills - The incumbent must demonstrate the following skills:

•	excellent interpersonal 
•	team building skills
•	analytical and problem solving skills
•	decision making skills
•	effective verbal and listening communications skills
•	attention to detail and high level of accuracy
•	very effective organizational skills
•	effective written communications skills
•	effective and efficient computer skills at a highly proficient level
•	stress management skills
•	time management skills
•	service orientation

Personal Attributes - The incumbent must maintain strict confidentiality in performing the duties of Team Leader. The incumbent must also demonstrate the following

personal attributes:

•	be honest and trustworthy
•	be respectful
•	possess cultural awareness and sensitivity
•	be flexible
•	demonstrate sound work ethics