Personal Lines Underwriter II: Growth & Client Focus

HR Options; South Africa; On-site; ZAR 180,000 - 300,000; Full time

Job summary

HR Options in South Africa seeks a Personal Underwriter to join its established financial services team. The role centers on underwriting personal lines, issuing new business, renewals and endorsements, and delivering quality client service.

Key requirements include Matric, an NQF5 in Short-Term Insurance, an industry Regulatory Exam qualification, and DOFA confirmation from the FSB; Cardinal 360 system experience is advantageous.

Qualifications

• Matric and NQF5 in Short-Term Insurance required.
• Regulatory Exam qualification is required.
• DOFA confirmation from FSB required.
• Cardinal 360 system experience is advantageous.

Responsibilities

• Issuing new policies, renewals and endorsements on the Cardinal 360 system.
• Prepare new business quotes.
• Underwrite in accordance with standards, policies and procedures.
• Support the sales team in acquiring and retaining profitable business.
• Attend to administration and written communication.
• Ensure documentation is processed accurately & correct.
• Ensure queries are resolved as per company standards.
• Negotiating renewal terms and preparing the renewal documentation.
• Ensure renewal reviews are completed timeously.
• Saving all work electronically.

Skills

Matric

NQF5 Short-Term Insurance

Regulatory Exam qualification

DOFA confirmation from FSB

Cardinal 360 system experience

Education

Matric

NQF5 Short-Term Insurance

Regulatory Exam qualification

DOFA confirmation from FSB

Tools

Cardinal 360 system

Job description

HR Options in South Africa seeks a Personal Underwriter to join its established financial services team. The role centers on underwriting personal lines, issuing new business, renewals and endorsements, and delivering quality client service.

Key requirements include Matric, an NQF5 in Short-Term Insurance, an industry Regulatory Exam qualification, and DOFA confirmation from the FSB; Cardinal 360 system experience is advantageous.