Commercial Underwriter - Business Packages
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Article:
Commercial Underwriter - Business Packages
Job No.:
438151
Department:
Underwriting
Employment Type:
Full Time
Primary Objective:
The primary objective of the role is to grow and maintain a profitable Packages portfolio by delivering a consistent level of service in accordance with our Service Standards and adhering to our Underwriting Guidelines and Authority Levels for the nominated panel of Brokers.
Key Challenges:
To provide a consistent level of service that matches or exceeds the minimum service standards.
Achieving sales and retention targets in accordance with our budget
Support any marketing initiatives.
Develop relationships with the nominated panel of Brokers
Key Relationships:
External:
Intermediaries
Internal:
Packages Underwriting Team
Risk Engineers
Claims Team
Sales Team
Corporate Underwriters
Key Responsibilities:
The Role:
Is accountable for the efficient delivery of Packages quotes including follow up of quotes, Zstream referrals and underwriting services to our Brokers
Must operate within underwriting authority as delegated in writing
Will maintain retention ratio’s as determined by Branch operational plan
Pro actively manage and follow up renewals
Develop and grow the nominated Top Pots for both Packages and Corporate
Acts as the dedicated contact point for the Broker Panel in relation to Packages business
Broker visitation and attendance at Broker functions as required
Essential Qualifications:
Insurance qualifications preferable
Technical capabilities:
Sound insurance knowledge of underwriting Packages business
Knowledge of Polisy system
Knowledge of Zstream
Behavioural capabilities:
Building Relationships-Pro actively developing and maintaining effective internal and external relationships to facilitate the achievement of work goals.
Business Acumen-Demonstrating business sense; possessing and using knowledge of the organisation and external market to identify potential risks, problems and opportunities
Communication-Verbally expressing thoughts, information and ideas in a clear, appropriate manner; expressing ideas and information in writing using appropriate structure, grammar and language tailored to the reader.
Customer Focus-Working from a customer perspective to ensure customer satisfaction; focusing on customers’ needs to drive the solution.
Flexibility-Maintaining effectiveness while adjusting to a changing work environment, varying tasks, responsibilities and priorities.
Initiative-Acting of own accord; being proactive and self-motivated.
Interpersonal Sensitivity-Open to and demonstrates understanding of the feelings, concerns, motivations & expectations of others; effectively manages own impact on others
Quality Focus-Ensuring that all work performed is of a high standard.
Results Focus-Working through each aspect of a task or project; driving a task or project through to completion.
Planning and Organizing-Establishing a course of action to accomplish a specific goal or outcome. Prioritising and planning the best utilization of time and resources.
Building Team Success -Working effectively with others to meet common goals, contributing to group decision-making and sharing achievements with the team.
Influences and Persuasiveness-Adopting appropriate interpersonal styles and methods to persuade influence or impress others in order to gain their support or promote an idea, plan or product.
Compliance.
Comply with all regulatory, industry and organizational standards pertaining to this position by following set procedures and processes
Comply with all systems and processes that are designed to record and report regulatory, industry and organizational breaches, in particular breaches of standards prescribed by the Zurich Risk Policy manual.
Customer Service Representatives
“During the course of your employment with Zurich you may be asked or put in a position to provide financial product “Advise” to retail customers within the context of the Corporation Act 2003 (The Act). This Act provides restrictions on who may provide such “Advice” and the circumstances upon which it may be given.
“Advice” is defined under the Act as including:
A recommendation or statement of opinion that is intended to influence a person in making a decision in relation to a financial product or that could reasonably be regarded as intending to influence that person.
You are NOT authorized to provide financial product “Advice” under any circumstances.
If you are in a circumstance upon which your “Advice” is requested or you feel compelled to provide “Advice” you are to refrain from doing so. You are permitted however to refer the matter to someone who is authorized to provide “Advice” or to raise this with your manager
Advertised:
21 Apr 2008 Aus. Eastern
More information on this Job
Source: zurich.com.au
Author Info:
Zurich Financial Services Australia
5 Blue Street
North Sydney NSW 2060
Australia
The Zurich Financial Services Group is one of the worlds largest financial services companies. Taking care of the risk protection and wealth creation needs of individuals, businesses and corporations all over the world requires talented and dedicated people. Wouldnt you like to be part of such a challenging and dynamic workplace?
Locally, Zurich Financial Services Australia employs more than 900 people. Our Australian head office is located in North Sydney with offices in most major cities in the country.
An open, teams-based environment
At Zurich we work hard - the rewards of which are shared by everyone. We have generous, individual and teams-based incentive schemes related to our BASIC work values. We encourage open communication. This is reflected in our very modern, open plan office space. There are regular forums, meetings and newsletters to keep everyone informed. Our dress is business casual. Its a very inclusive and interactive place to work. Sound enticing?
Careers at Zurich
Numerous opportunities are available across the entire organisation, including roles with General Insurance, Investment Management and Life Insurance, Corporate Services, Distribution, Marketing, Finance, Information Services and Human Resources. We actively encourage our people to nurture their careers within Zurich, through training and development as well as opportunities to move between business units.
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