Short-term insurance underwriter

Multiform Human Development (Pty) Ltd.; Noordwes; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Multiform Human Development (Pty) Ltd. in North West Province invites an experienced Short-Term Insurance Underwriter to join our advisory team.

The role requires renewal and risk assessment expertise, client liaison, and policy negotiation to secure the best terms for clients. We seek a qualified professional with strong analytical and communication skills, able to work independently, and comfortable navigating regulatory frameworks.

Qualifications

• Minimum formal qualifications listed for short-term insurance underwriters.
• Proficiency in policy wording and risk assessment is expected.
• Regulatory requirements compliance is mandatory.

Responsibilities

• Build and maintain relationships with clients.
• Assess clients' short-term insurance needs.
• Research policies and stay updated with provider changes.
• Negotiate policy terms and costs with providers.
• Arrange insurance coverage for clients.
• Maintain detailed records on systems and generate reports.
• Advise clients on claims and renewals.
• Renew or amend existing policies as needed.
• Perform general administrative duties and assist marketing.
• Grow the portfolio by attracting new clients.
• Provide guidance to Administrators on procedures.

Skills

Excellent analytical skills

Excellent communication skills

Customer care focus

Independent worker

Attention to detail

Dynamic and entrepreneurial

Bilingual English/Afrikaans

MS Office literacy

Initiative

Business communication

Education

Class of Business in Short-term Personal Lines

Higher Certificate in Short-term Insurance – NQF 5

RE5 Regulatory Exam

FSCA registration

Matric

Driver’s licence code 8

Own transport

Tools

Microsoft Office

Job description

An industry leader within the short term insurance advisory industry, based in the NORTH WEST PROVINCE is recruiting for an experienced, qualified and skilled Short-Term Insurance Underwriter

Formal education and qualifications as a minimum requirement

• Class of Business in Short-term Personal Lines
• Higher Certificate in Short-term Insurance – NQF 5 (minimum 120 credits)
• Regulatory Exam for representatives (RE5)
• Signed off at FSCA
• Matric
• Valid driver’s licence, code 8
• Own transport is mandatory

Inherent requirements and skills applicable to this vacancy

• Excellent analytical skills
• Excellent communication skills
• Passionate about customer care
• Ability to work independently
• Attention to detail
• Innovative, outgoing and a dynamic persona
• Excellent communication skills (both English and Afrikaans)
• Must be computer literate on a basic to intermediary level on Microsoft software
• Must have high initiative and entrepreneurial skills and must be able to work independently
• Effective business communication

Responsibilities

• Building and maintaining business relationships with clients
• Discussing and assessing clients’ current and future short-term insurance needs
• Researching insurance policies and products and stay informed with change strategies from service providers
• Negotiating policy terms and costs with insurance providers
• Arranging insurance cover for clients with the insurance provider
• Keeping detailed records on the relevant systems
• Preparing management reports
• Advising clients on claims
• Renewing or amending existing policies for clients
• Undertaking general administrative duties
• Marketing ventures to reach minimum goals
• All new and existing clients must be aware of the complete Financial Service that the Company renders
• Maintain constant portfolio growth through the recruitment of new clients
• Give guidance to Administrators with regard to work procedures

Shortlisted candidates will be expected to undergo psychometric testing and background screening.