Personal Lines Underwriter

Status; Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player in the insurance sector is seeking a dedicated Personal Lines Underwriter to join their dynamic team in Cape Town. The ideal candidate will have a solid background in client services, with at least three years of experience in underwriting. This role involves meeting business targets, managing client portfolios, and ensuring compliance with industry standards. If you are passionate about providing exceptional customer service and thrive in a fast-paced environment, this opportunity is perfect for you. Join a forward-thinking company that values continuous self-development and teamwork.

Qualifications

• 3 years of experience as a Personal Lines Underwriter.
• FAIS compliance and RE5 certification required.

Responsibilities

• Meet new business and binder fee targets.
• Manage client portfolios and conduct risk assessments.
• Ensure high customer satisfaction and retain existing clients.

Skills

Customer Service

Data Networking

Microsoft Office

Risk Assessment

Education

Matric or equivalent qualification

RE5 certification

FAIS compliance

Job description

Job Opening: Personal Lines Underwriter

Our client based in Cape Town is seeking a Personal Lines Underwriter with at least 3 years of experience in a client services environment and who is FAIS compliant.

Note: A recent professional profile photo must accompany your application.

Employment Details

• Type: Permanent
• Sector: Insurance
• Basic Salary: Market Related
• Start Date: ASAP / Immediate

Requirements

• 3 years of experience in a client services environment
• 3 years of experience as a Personal Lines Underwriter
• Proficiency in Microsoft Office (Word, Excel)
• Matric or equivalent qualification
• RE5 certification (non-negotiable)
• FAIS compliance (credits and/or full qualification)

Key Responsibilities

• Meet new business and binder fee targets
• Retain existing clients and ensure high customer satisfaction
• Minimize general expenses
• Maintain accurate and professional communication with stakeholders (clients, AEs, insurers)
• Build and sustain beneficial relationships with internal and external stakeholders
• Manage client portfolios, conduct risk assessments, and analyze client needs
• Request, obtain, and evaluate quotes from insurers; rate policies
• Handle policy endorsements, renewals, cancellations, and refunds
• Ensure proper documentation and compliance with company mandates
• Participate in ad hoc projects and report any suspicious activities
• Maintain accurate records of activities and uphold company values
• Engage in continuous self-development and team knowledge sharing

Working Hours

• Monday to Friday: 08:00 - 16:30

Application Instructions

If you meet all the requirements, please apply via our website today. If you do not hear from us within 10 working days, consider your application unsuccessful. We will retain your details for future opportunities.

Additional Skills

Customer Service, Data Networking, Horticulture, Fashion Designing, Guest Services, ACCA

Department: Insurance

Vacancy: 1