Requirements:NQF Level 4 Full Qualification Required – Any NQF higher is also benefited
Matric Certificate
Class of Business Training – Both Personal Lines and Commercial Lines
RE 5 Examination
Signed off and completed Supervision for Personal and Commercial Lines
Minimum 2/3 years’ experience in Commercial field – Must be able to underwrite and sell
Driver’s Licence and own Vehicle
Risk Identification: Identifying the level of risk and recognising the potential threats to a business.
Underwriting Capabilities:
Ability to understand the client’s risk and underwrite a policy with all the necessary sections and cover required.
Activating a policy and making relevant amendments on systems.
Good comprehension of the Insurer Guidelines and the importance of underwriting limits.
Good understanding of the insurer rates and risk profiling.
Reviewing the insurance policy annually and discussing all aspects of recommendations, as well as highlighting policy conditions (Renewals)
