SUMMARY:
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POSITION INFO:
Join a Leading Short-Term Insurance Provider
Are you an experienced professional passionate about delivering tailor-made insurance solutions? We are seeking a skilled Senior Personal Lines Underwriter to join our dynamic team, committed to client service excellence and professional growth.
Minimum Requirements:
- Matric (Grade 12)
- Tertiary or professional qualification in Personal Lines Short-Term Insurance Underwriting
- RE 5 Certification
- Full FAIS qualification with Class of Business (COB) in Personal Lines
- Valid, up-to-date CPD Points
Experience:
- At least 7 years’ proven experience in Personal Lines Insurance underwriting
Role Purpose:
Deliver exceptional underwriting service and solutions for clients’ personal short-term insurance portfolios. Play a pivotal role in maintaining service excellence standards, building strong client relationships, and ensuring compliance with industry regulations.
Key Responsibilities:
- Provide accurate quotations and servicing for assigned personal insurance portfolios.
- Manage client communications — respond promptly to phone calls, emails, and written instructions while confirming all interactions in writing.
- Log all voice interactions, detailing client surname and reason for call.
- Action policy changes, including endorsements, additions, and deletions; ensure all policy documentation and schedules are updated, and send relevant communication to clients.
- Maintain a comprehensive diary for outstanding information and documentation; follow up regularly via phone, email, fax, or SMS.
- Proactively delete warranties and adjust premiums if supporting documentation for discounts (e.g., tracking device, limited kilometres) is not received after three follow-ups.
- Advise clients regarding appropriate insurance coverage while maintaining accurate working notes and EDS file records.
- Engage cancellation requests by understanding client reasons, providing alternatives, and working to retain business.
- Flag and escalate any client issues relating to service or potential income loss.
- Manage renewals, new business, re-insurance cases, and credit control processes efficiently.
What We Offer:
- A supportive professional environment
- Ongoing learning and development opportunities
- Attractive market-related remuneration and benefits
- Opportunity to work with industry leaders in short-term insurance
If you meet the above requirements and are driven to excel in a customer-focused team, apply today and take the next step in your underwriting career!
To apply, submit your CV along with proof of qualifications and CPD points.
We look forward to welcoming a dedicated underwriter who thrives in a fast-paced, client-centred environment!
