Underwriting Assistant

Placements24; Stellenbosch; Hybrid; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Health insurance

Retirement savings

Hybrid work model

Job summary

Placements24 is recruiting an Underwriting Assistant for a reputable insurance firm in Stellenbosch. This position supports the underwriting team with administrative tasks, risk data collection, and timely processing of applications.

The ideal candidate is detail-oriented, highly organized, and capable of handling multiple tasks. Proficiency in Word, Excel, and Outlook is required, with a proactive attitude to learn underwriting systems and procedures.

Qualifications

• Previous experience in an administrative role, preferably within the financial services or insurance industry.
• Excellent organizational skills and a high degree of attention to detail.
• Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook.

Responsibilities

• Assist underwriters in gathering and organizing information required for risk assessment, including reviewing applications, reports, and client data.
• Process endorsements, policy changes, and cancellations accurately within the underwriting system.
• Prepare and issue policy documents, binders, and other relevant correspondence.
• Maintain organized policy files and ensure the accuracy and completeness of underwriting records.
• Respond to inquiries from agents, brokers, and internal staff regarding policy status and basic underwriting questions.
• Provide general administrative support to the underwriting team, including scheduling meetings and managing correspondence.

Skills

Organizational skills

Attention to detail

Communication skills

Time management

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

About the Role

Our client, a reputable insurance firm, is seeking a meticulous and organized Underwriting Assistant to join their team in the scenic town of Stellenbosch . This role provides critical support to the underwriting department by managing administrative tasks, assisting with risk assessments, and ensuring the efficient processing of insurance applications. You will work closely with experienced underwriters, learning the intricacies of the insurance business while contributing to accurate and timely policy issuance. The ideal candidate is detail-oriented, possesses strong organizational skills, and is eager to develop a career in the insurance sector within the vibrant Western Cape .

Key Responsibilities

• Assist underwriters in gathering and organizing information required for risk assessment, including reviewing applications, reports, and client data.
• Process endorsements, policy changes, and cancellations accurately within the underwriting system.
• Prepare and issue policy documents, binders, and other relevant correspondence.
• Maintain organized policy files and ensure the accuracy and completeness of underwriting records.
• Respond to inquiries from agents, brokers, and internal staff regarding policy status and basic underwriting questions.
• Provide general administrative support to the underwriting team, including scheduling meetings and managing correspondence.

Requirements

• Previous experience in an administrative role, preferably within the financial services or insurance industry.
• Excellent organizational skills and a high degree of attention to detail.
• Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook.
• Strong ability to manage multiple tasks and prioritize workload effectively.
• Good communication skills, both written and verbal.
• A proactive attitude and willingness to learn new processes and systems.

Benefits

• Competitive entry-level salary with opportunities for growth.
• Comprehensive benefits package including health insurance and retirement savings.
• Exposure to the core functions of the insurance underwriting process.
• Supportive team environment and professional development opportunities.
• Hybrid work model for a balanced work-life experience.