Underwriter and Claims Administrator | Plettenberg Bay

The Recruitment Council; Plettenberg Bay; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services business in Plettenberg Bay is seeking a detail-oriented Underwriter and Claims Administrator. The ideal candidate has over 5 years of experience in underwriting and claims for both Personal and Commercial Lines. Responsibilities include liaising with clients, handling claims, and maintaining relationships with insurers. Strong administrative skills and excellent communication are essential for success in this role.

Qualifications

• Minimum of 5 years’ experience in Personal and Commercial Lines claims.
• Minimum of 5 years’ experience in underwriting Personal and Commercial Lines.
• RE5 Regulatory Examination successfully completed.

Responsibilities

• Attend face-to-face client meetings if required.
• Liaise with clients and provide feedback on underwriting progress.
• Process and manage personal and commercial line claims.
• Bridge communication between the office and insurance companies.

Skills

Attention to detail

Strong communication skills

Problem-solving

Time management

Education

NQF Level 4 Certificate in Short-Term Insurance

Grade 12 / Matric

Tools

Microsoft Office 365 (Word, Excel, Outlook)

Job description

An established financial services business is seeking a detail-oriented and experienced Underwriter and Claims Administrator to provide underwriting and claims assistance to Advisers, with a focus on both Commercial and Personal Lines. This role requires strong administrative skills, in-depth product knowledge, and excellent communication with clients and insurers.

Responsibilities:

• Attend face-to-face client meetings at the office, if required.
• Liaise with clients and provide feedback on underwriting progress.
• Handle client queries promptly and professionally.
• Record all relevant information accurately on internal systems.
• Build and maintain strong working relationships with clients and internal stakeholders.
• Bridge communication between the office and insurance companies.
• Maintain a good working relationship with insurers.
• Prepare and submit reports as required.
• Understand policy wording and product-specific conditions.
• Process and manage personal and commercial line claims.
• Assist in the underwriting process for both commercial and personal lines.

Requirements:

• Grade 12 / Matric.
• Fully computer literate (Microsoft Office 365: Word, Excel, and Outlook).
• NQF Level 4 Certificate in Short-Term Insurance.
• RE5 Regulatory Examination successfully completed.
• Minimum of 5 years’ experience in Personal and Commercial Lines claims.
• Minimum of 5 years’ experience in underwriting Personal and Commercial Lines.
• Must have own transport or reliable means to get to the office.

Competencies Required:

• Empathy.
• Integrity.
• Resilience.
• Responsibility.
• Attention to detail.
• Ability to operate independently.
• Strong verbal and written communication skills.
• Solid administrative capabilities.
• Excellent planning and organisational skills.
• Problem-solving and analytical thinking.
• Time management skills.
• Good negotiation skills.
• Strong work ethic with the ability to handle high-pressure volumes.
• Highly client-focused with excellent interpersonal skills.
• Teamwork and collaboration skills.