Client-Focused Personal Lines Underwriter

WatersEdge Solutions; George; On-site; ZAR 420,000 - 620,000; Full time

Job summary

WatersEdge Solutions, a growing insurance brokerage in George, Western Cape, seeks a Personal Lines Underwriter to manage underwriting amendments, advise clients and brokers, and support new business while ensuring compliance.

The role requires hands-on Personal Lines underwriting experience, sound knowledge of short-term insurance, and relevant qualifications. You will interact with walk-in clients and collaborate with the Personal Lines team to deliver accurate, responsive service.

Qualifications

• Matric cert and RE5 qualification required.
• Short-Term Insurance knowledge and Personal Lines underwriting experience required.
• Strong client service and communication skills.
• Ability to work in a client-focused insurance team.
• Experience with insurer platforms such as Santam or Old Mutual Insure is a plus.

Responsibilities

• Process and manage Personal Lines underwriting amendments.
• Respond professionally and efficiently to client and broker enquiries.
• Assist walk-in clients with their Personal Lines insurance requirements.
• Support the activation and administration of new business.
• Assist with relevant insurance compliance requirements.
• Ensure client and policy information is captured and maintained accurately.
• Work closely with the broader Personal Lines team to ensure efficient service delivery.
• Liaise with clients, brokers and insurers as required.
• Work across insurer platforms when processing policy and underwriting requirements.
• Deliver consistently high levels of client service.
• Maintain accurate records and follow established underwriting and compliance processes.

Skills

Personal Lines underwriting

Client service

Communication

Attention to detail

Teamwork

Underwriting processes

Education

Matric certificate

RE5 qualification

Short-Term Insurance qualification

Job description

WatersEdge Solutions, a growing insurance brokerage in George, Western Cape, seeks a Personal Lines Underwriter to manage underwriting amendments, advise clients and brokers, and support new business while ensuring compliance.

The role requires hands-on Personal Lines underwriting experience, sound knowledge of short-term insurance, and relevant qualifications. You will interact with walk-in clients and collaborate with the Personal Lines team to deliver accurate, responsive service.