Our client operates within the financial services industry and is seeking an experienced Underwriting Consultant to provide underwriting and claims support to Advisers, with a primary focus on both Commercial and Personal Lines insurance. The successful candidate will play a key role in managing policy administration, client communication, renewals, claims processing, and insurer liaison, ensuring a seamless client experience throughout the policy lifecycle.
This position is based in the Tzaneen, Louis Trichardt, and Levubu area of Limpopo and offers the opportunity to work within a dynamic, client-centric environment where attention to detail and service excellence are highly valued.
Key Responsibilities
- Provide underwriting and claims support to Advisers across Personal and Commercial Lines.
- Prepare quotations according to client needs analyses and insurer requirements.
- Compile quote comparisons and commercial policy summaries for client discussions.
- Process accepted quotations and prepare onboarding documentation.
- Ensure compliance requirements and supporting documentation are correctly obtained and uploaded.
- Manage policy amendments, renewals, cancellations, and related client communication.
- Facilitate insurer surveys and confirmation of cover requirements.
- Maintain client files, asset registers, renewal schedules, and SharePoint records.
- Process and oversee claims, maintaining accurate records and communication between all stakeholders.
- Liaise with clients, insurers, assessors, service providers, and finance houses.
- Support compliance audits and commission reconciliation processes.
- Coordinate team meetings and maintain accurate meeting records.
Job Experience and Skills Required
- Grade 12 / Matric.
- NQF Level 4 Certificate in Short-Term Insurance (150 credits).
- RE5 Certificate.
- Minimum 5 years' Personal Lines underwriting experience within the short-term insurance industry.
- Commercial Lines experience.
- Fully computer literate in Microsoft Office 365 (Word, Excel, Outlook).
- Fluent in English and at least one other South African official language.
Competency Requirements
- Client-focused with strong interpersonal skills.
- Excellent communication and administration abilities.
- Strong planning, organisation, and time management skills.
- Attention to detail and high levels of accuracy.
- Problem-solving and analytical thinking.
- Ability to work independently and under pressure.
- Strong negotiation skills and work ethic.
- Integrity, resilience, empathy, responsibility, and teamwork.
Apply now!For more exciting Finance, Engineering, IT, Supply Chain, Commercial & Executive opportunities, please visit:
Network Recruitment International
I also specialise in recruiting within the following areas:
- Financial Managers
- Financial Accountants
- Financial Controllers
- Chartered Accountants
- Group Reporting & Consolidation Accountants
- Commercial Finance and FP&A professionals
If you have not received a response within two weeks, please consider your application unsuccessful. Your profile will, however, remain on our database for future suitable opportunities.
For more information, contact:
Ulrike Groenewald
Recruitment Consultant
ugroenewald@networkfinance.co.za