Personal Lines Underwriter

Origin Financial Holdings; Bellville; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Origin Financial Holdings in Bellville, South Africa, seeks a detail-oriented Personal Lines Underwriter to ensure policy administration is efficient and compliant with insurer guidelines. The role reports to the Portfolio Manager and interacts with clients, brokers, and internal teams.

You will handle quotes, amendments, cancellations, document delivery, mentor junior staff, and monitor adherence to insurer rules while contributing to competitive premiums that protect the company from claims.

Qualifications

• Grade 12/Matric minimum
• Relevant qualification in Insurance, Risk Management, Business Administration or related field preferred
• Experience with multiple insurers and broker systems

Responsibilities

• Handle incoming and outgoing calls
• Obtain quotes for amendments, additions, and new clients
• Ensure premiums are competitive
• Process amendments to existing policies
• Handle broker appointments
• Send and receive emails
• Send policy documents to clients
• Correspond with clients regarding unpaid premiums
• Process cancellation requests with portfolio managers
• Mentor junior staff and assist with training
• Ensure policy administration aligns with insurer guidelines
• Support Portfolio Manager to retain clients through competitive premiums and fees
• Take on additional tasks as requested by management
• Keep knowledge of products and regulatory changes up to date

Skills

Customer service

Relationship management

Independent work

Adaptability

Attention to detail

Education

Grade 12/Matric

Insurance/Risk Management/Business Admin qualification

Tools

Microsoft Office

Job description

Bellville, South Africa | Posted on 10/21/2026

We are seeking a detail-oriented Personal Lines Underwriter to ensurethat all work related to policy administration is done efficiently andtimeously in accordance with company and insurer guidelines. The underwriter takesinstruction form the Portfolio Manager, Portfolio Manager Assistant, Insurerand the client directly.

Key Responsibilities:

• Handle telephone calls, both incoming and outgoing
  
• Obtain quotes for existing clients with amendments oradditions and new potential clients.
  
• Ensure that premiums are competitive
  
• Do amendments to existing policies
  
• Handle brokers appointments
  
• Send and receive emails
  
• Send policy documents to clients
  
• Correspond with clients with regard to unpaid premiums
  
• Handle cancellation requests and discuss cancellationrequests with portfolio managers
  
• Mentor junior staff and assist with training anddevelopment when required
  
• Ensure policy administration is measured and monitoredagainst the different insurers’ guidelines
  
• Support the Portfolio Manager to attract and retainclients through competitive insurance premiums and fees that is able to coverany potential losses from claims
  
• Any other tasks or projects as requested by managementthat fall within field of expertise
  
• Responsible for maintaining and improving knowledge ofvarious products as well as staying abreast of industry and regulatory changes
  

Requirements

M inimum Qualifications/Certifications

Grade 12/ Matric

Relevant qualification in Insurance , Risk Management, Business Administration or related fiield will be advantageous

• Experience working with Multiple insures and broker systems.

Knowledge, Skills and Attributes

• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Sound knowledge of personal lines insurance products, including motor, household, all-risk, and personal liability cover
• Strong customer service and relationship management abilities.
• Self-motivated and able to work independently
• Adaptable and able to perform effectively in a fast-paced environment