To conduct surveys according to SOP’s and in accordance to all relevant
To conduct surveys in a professional manner and to establish and maintain key
To provide feedback to the relevant departments through professional report
ensure ongoing communication internally and adhere to stipulated turnaround
To ensure the company mitigates financial risks through conducting thorough and
depth onsite surveys.
Identify surveys that need to be conducted and arrange appointments with the
relevant brokers and clients.
Obtain documentation for the survey prior to conducting the survey from the
Conduct surveys in accordance to SOP as required taking into consideration and
Type of Occupancy
Should any planned survey appointments be altered, for any reason whatsoever, to
communicate such changed surveys to Manager: Surveying to mitigate the risk of
surveys being missed.
After the detailed survey has been conducted, write the associated survey report
and communicate via email and/or telephonically any major concerns regarding the
clients or any possible risks that could negatively impact the business to the
Manager: Surveying or alternatively any Manager within the Underwriting and/or
A minimum of 20 surveys needs to be conducted on average per month.
Ensure effective communication is followed should any circumstance change with
regards to conducting surveys and communicate directly with the Manager:
Surveying and/or relevant Underwriting Manager either telephonically, via email
Manage all financial costs in the case of travel and adhere to budgets and
procedures regarding expense claims and monthly fuel spend.
Adhere to all system requirements for submission and communication of surveys as
Attend all training and skills development as required by the company from time
You are responsible to ensure that you are familiar with all Policies and
of the company.
This performance agreement may be revised at any time without notice and will be
adapted according to the requirements of the role.
Work in a professional manner both internally and externally that is respectful to
customers; internally across all cultures and reporting structures. Ensure that your
behavior is consistently in line with “Antonio’s Rules of Engagement” and our core
Innovation and Creativity
Sustainable Value Creation
Always apply TCF (Treating Customers Fairly) in any external dealings with
Work in conjunction with the various departments as required to ensure effective
communication is sent from yourself to the relevant departments. Manage the
communication process with the departments as per deadlines. Communication is
essential across all departments.
Always maintain leadership attributes.