Automotive-Specialist Parts Supervisor, Cape Town

Motortrade Recruitment; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A well-regarded Financial Services firm in Cape Town is seeking an experienced Personal Lines Portfolio Specialist. This role involves managing the full policy lifecycle and ensuring client satisfaction. Ideal candidates will have at least 3-5 years' experience in Personal Lines underwriting, be FAIS compliant, and possess strong attention to detail and communication skills. Join a dynamic team committed to operational excellence.

Qualifications

• Minimum 3-5+ years' experience in the short-term insurance industry.
• FAIS compliant (RE5).
• Technical systems knowledge is advantageous.

Responsibilities

• Underwrite and process new business, policy amendments, cancellations, and renewals.
• Ensure compliance with industry regulations.
• Build and maintain relationships with clients and brokers.

Skills

Attention to detail

Client service skills

Communication skills

Education

Minimum NQF4 Insurance related qualification

Tools

Tial

Cardinal360

Job description

Cape Town, Western Cape The Recruitment Council

Posted 10 days ago

Job Description

Are you an experienced Personal Lines Underwriter with a sharp focus on accuracy, compliance, and superior client service?

A well-regarded Financial Services firm is seeking a meticulous Personal Lines Portfolio Specialist to join their team. This role is the operational backbone for our Personal Lines insurance, managing the full policy lifecycle and ensuring both client satisfaction and profitability.

Responsibilities

• Full Policy Lifecycle Management: Underwrite and process new business, policy amendments, endorsements, cancellations, and renewals timeously. Ensure all policy and client data is accurately captured on internal systems.
• Technical Authority: Interpret and apply technical underwriting guidelines and company standards as per various insurers. Provide technical underwriting and rating advice on Personal Lines risks.
• Compliance & Risk: Ensure strict compliance with all industry regulations and legislative requirements. Apply sound risk assessment practices and pricing to support profitable underwriting.
• Client & Broker Service: Build and maintain effective relationships with clients, intermediaries, and brokers. Ensure clear, accurate, and professional communication on all policy matters within service delivery timeframes.
• Operational Excellence: Maintain high accuracy standards to reduce mistakes, improve cost-effectiveness, and contribute to policy retention through proactive renewal management.

Qualifications and Experiences

• Minimum 3-5+ years' experience in the short-term insurance industry, with a strong focus on Personal Lines underwriting within a brokerage.
• FAIS compliant (RE5) and a Minimum NQF4 Insurance related qualification are beneficial.
• Technical systems knowledge (e.g., Tial or Cardinal360) is advantageous.

Knowledge

• In-depth knowledge of personal lines products, policy wordings, and pricing structures.

Skills

• Strong attention to detail, administrative accuracy, and excellent communication and client service skills.

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Cape Town, Western Cape Bonafide Human Capital (Pty) Ltd

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