Short-term insurance underwriter

Multiform Human Development (Pty) Ltd.; Rustenburg; On-site; ZAR 350,000 - 500,000; Full time

Job summary

Multiform Human Development (Pty) Ltd. in the North West Province seeks an experienced Short-Term Insurance Underwriter. You will build client relationships, assess needs and negotiate policy terms with providers, ensuring accurate records and compliance with FSCA requirements.

The role requires a RH5 RE5, matric and a valid code 8 licence with own transport. You will work independently, yet collaborate with the underwriting team to service clients effectively.

Qualifications

• Excellent analytical skills required.
• Excellent communication skills required.
• Passionate about customer care.
• Ability to work independently.
• Attention to detail.
• Innovative, outgoing and a dynamic persona.
• Fluent in English and Afrikaans.

Responsibilities

• Build and maintain relationships with clients.
• Discuss and assess clients' current and future short-term insurance needs.
• Research policies and stay informed of changes from service providers.
• Negotiate policy terms and costs with providers.
• Arrange insurance cover for clients.
• Keep detailed records on systems.
• Prepare management reports.
• Advise clients on claims and renewals.
• Assist with general administrative duties.
• Support marketing efforts to reach targets.
• Ensure clients are aware of Financial Service offerings.

Skills

Analytical skills

Communication skills

Customer care

Independent worker

Attention to detail

Dynamic persona

Bilingual English/Afrikaans

MS Office literacy

Entrepreneurial mindset

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

Code 8 driving licence

Own transport

Tools

MS 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.