Personal Underwriting Assistant

SUMMARY:
Upper Highway - Our client is a well-established player in the short-term insurance sector, known for offering personalized solutions and quality service delivery.
They operate within a highly regulated and client-centric industry, ensuring risk is properly assessed and managed. The team values precision, professionalism, and proactive support.

POSITION INFO:
This role supports the Personal Underwriting team by handling administrative tasks and maintaining client documentation. The ideal candidate will manage data entry, file organization, and assist with client communications.
A strong focus on accuracy, confidentiality, and task prioritization is key to succeeding in this role.

This position plays a vital role in helping the team operate smoothly and deliver efficient service to clients.

Key Responsibilities

• Provide daily administrative support to Personal Underwriters
• Prepare and manage underwriting documentation and client files
• Maintain up-to-date policy records with a high degree of accuracy
• Capture and update client data and underwriting information
• Assist with managing inbound client queries and documentation follow-ups
• Ensure all administrative processes align with internal policies and service standards
• Organize digital and hard copy files for quick access and regulatory compliance
• Support the underwriters in coordinating task deadlines and client interactions
• Monitor outstanding documents and assist in obtaining necessary information
• Maintain confidentiality and data protection standards at all times
• Liaise with internal departments as required to ensure client service continuity
• Assist in general departmental administration as assigned

• Exceptional attention to detail
• Proactive and self-managed
• Service-oriented with strong communication skills
• Reliable and organized multitasker
• Collaborative team mindset

• Matric (Non-negotiable)
• Own vehicle and valid driver’s license
• Previous administrative experience in a professional setting (insurance experience advantageous)
• Computer literacy with accurate data entry skills
• Knowledge of the insurance industry or NQF Level 4 / RE5 certification (Advantageous)