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Underwriter and Claims Administrator | Plettenberg Bay

Underwriter and Claims Administrator | Plettenberg Bay

The Recruitment Councilplettenberg bay, Western Cape, South Africa
30+ days ago
Job description

Role : Underwriter and Claims Administrator

Category : Short-Term Insurance

Location : Plettenberg Bay

Salary : R100 000 R120 000 Per Annum

An established financial services business is seeking a detail-oriented and experienced Underwriter and Claims Administrator to provide underwriting and claims assistance to Advisers, with a focus on both Commercial and Personal Lines. This role requires strong administrative skills, in-depth product knowledge, and excellent communication with clients and insurers.

Responsibilities :

  • Attend face-to-face client meetings at the office, if required.
  • Liaise with clients and provide feedback on underwriting progress.
  • Handle client queries promptly and professionally.
  • Record all relevant information accurately on internal systems.
  • Build and maintain strong working relationships with clients and internal stakeholders.
  • Bridge communication between the office and insurance companies.
  • Maintain a good working relationship with insurers.
  • Prepare and submit reports as required.
  • Understand policy wording and product-specific conditions.
  • Process and manage personal and commercial line claims.
  • Assist in the underwriting process for both commercial and personal lines.

Requirements :

  • Grade 12 / Matric.
  • Fully computer literate (Microsoft Office 365 : Word, Excel, and Outlook).
  • NQF Level 4 Certificate in Short-Term Insurance.
  • RE5 Regulatory Examination successfully completed.
  • Minimum of 5 years experience in Personal and Commercial Lines claims.
  • Minimum of 5 years experience in underwriting Personal and Commercial Lines.
  • Must have own transport or reliable means to get to the office.
  • Competencies Required :

  • Empathy.
  • Integrity.
  • Resilience.
  • Responsibility.
  • Attention to detail.
  • Ability to operate independently.
  • Strong verbal and written communication skills.
  • Solid administrative capabilities.
  • Excellent planning and organisational skills.
  • Problem-solving and analytical thinking.
  • Time management skills.
  • Good negotiation skills.
  • Strong work ethic with the ability to handle high-pressure volumes.
  • Highly client-focused with excellent interpersonal skills.
  • Teamwork and collaboration skills.
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    Underwriter • plettenberg bay, Western Cape, South Africa

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