Personal Lines Underwriter II: Growth & Service

Hr Options; Gauteng; On-site; ZAR 320,000 - 480,000; Full time

Job summary

Hr Options in Gauteng seeks a Personal Underwriter to enforce underwriting standards and deliver quality client service. You will issue new policies, renewals, and endorsements on the C360 system and prepare quotes.

The role requires Matric, NQF5 in Short-Term Insurance, regulatory exam, DOFA confirmation, and at least four years of Personal Underwriting experience; Cardinal 360 experience is a plus. You will support sales, handle documentation, and ensure accuracy.

Qualifications

• Matric and NQF5 in Short-Term Insurance are required.
• Regulatory Exam qualification is required.
• A minimum of four years Personal Underwriting experience is required.
• DOFA confirmation from FSB is required.
• Cardinal 360 system experience is an advantage.

Responsibilities

• Effectively maintaining underwriting standards and providing quality client service.
• Issuing new policies, renewals, and endorsements on the C360 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 that all documentation is processed accurately & correctly.
• Ensure documentation is checked and authorised if appropriate prior to dispatch.
• Ensure queries are resolved as per company standards.
• Negotiating renewal terms and preparing the renewal documentation.
• Ensure renewal reviews are completed timeously.
• Ensure retentions are calculated.
• Request and monitor survey requirements as per laid down procedures.
• Correct unprofitable policies.
• Ensure policies are not overexposed.
• Checking policies before sending to clients.
• Telephone contact with clients when they phone in with queries or amendments/ additional covers.
• Saving all work electronically.

Education

Matric

NQF 5 in Short-Term Insurance

Regulatory Exam qualification

4 years Personal Underwriting experience

DOFA confirmation from FSB

Tools

Cardinal 360 system

Job description

Hr Options in Gauteng seeks a Personal Underwriter to enforce underwriting standards and deliver quality client service. You will issue new policies, renewals, and endorsements on the C360 system and prepare quotes.

The role requires Matric, NQF5 in Short-Term Insurance, regulatory exam, DOFA confirmation, and at least four years of Personal Underwriting experience; Cardinal 360 experience is a plus. You will support sales, handle documentation, and ensure accuracy.