Short-Term Insurance Personal Lines Underwriter

The Perfect Fit Recruitment; Gauteng; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A leading recruitment agency in South Africa is seeking a Short-Term Insurance Personal Lines Underwriter for a remote opportunity. The role involves managing broker relationships, processing quotations, and handling policy renewals. Candidates should have relevant qualifications and good computer skills. A stable internet connection and dedicated workspace are required. The salary ranges from R15,000 to R20,000 per month.

Qualifications

• Matric and relevant insurance qualifications are required.
• FAIS Accreditation and RE 5 credits are mandatory.
• Stable internet connection and dedicated workspace are necessary.

Responsibilities

• Manage general queries and loading new quotations.
• Follow up on new quotations and policy renewals.
• Liaise with brokers and manage large portfolios.

Skills

Computer literate: Word/Excel/Outlook

Sound knowledge of short-term insurance policy wording

Education

Matric

FAIS Accreditation – FETC/NQF

Credits (Minimum): RE 5 – Representatives Exams

Job description

Short-Term Insurance Personal Lines Underwriter

Location: Centurion, Gauteng

Employment status: Full Time Remote Opportunity (Work from home basis)

Company industry: Financial Services

The main purpose of the underwriting department is to evaluate the risk of insuring a particular person/asset/building/vehicle.

The underwriter does new quotations for brokers with our various insurers. The underwriter would furthermore refer unfavourable risks in accordance with the prescribed underwriting guidelines and policy wording.

Doing daily amendments to a client's existing cover, as well as processing renewals of policies forms part of the day-to-day responsibilities of an underwriter.

Mercury strictly liaises directly with Brokers, and not the client / policy holder / Direct Market. Our client is focused on service delivery and achieving top class turn‑around times.

Role and Responsibilities

• General queries
• Loading new quotations
• Follow up new quotations
• Alterations
• Client and broker correspondence
• Confirmation of previous cover
• Follow up on outstanding policy information
• Uploading inspection, tracking and valuation certificates
• Telephonic quotations on existing policies
• Renewals
• NCB adjustments and confirmations
• Managing large broker portfolios and premiums
• Capturing new business policies
• Capturing book takeovers
• Daily, weekly & monthly reporting

Qualification & Education Requirements

• Matric
• FAIS Accreditation – FETC / NQF
• Credits (Minimum): RE 5 – Representatives Exams

Preferred Skills

• Computer literate: Word / Excel / Outlook
• Sound knowledge and understanding of relevant short‑term insurance policy wording

Remuneration Pack

R15,000–20,000 per month CTC.

Additional Notes & Requirements

• Being able to speak multiple languages will be an advantage.
• Stable and adequate Internet facilities / connection.
• Dedicated workspace.
• Smartphone for using our telephone system etc.

Candidates interested should apply directly through our jobs page (link attached) OR forward their CV, ID, and supporting documentation to ________.

Should you not be contacted for an interview within 4 weeks, please accept that your application is unsuccessful.

By submitting any Personal Information to The Perfect Fit Recruitment Consultants in any form you acknowledge that such conduct constitutes a reasonable unconditional, specific, and voluntary consent to the processing and storing of such Personal Information by The Perfect Fit Recruitment Consultants and/or The Perfect Fit Recruitment Consultants clients and/or verification information suppliers.

You voluntarily consent that for the purposes of potentially gaining future employment opportunities, thorough background screening which may include but will not be limited to criminal, fraud, ITC, and employment reference checks may be conducted.

Should you have not been contacted within 14 days, please consider your application unsuccessful.