Underwriting Assistant - Short-Term Insurance

Placements24; Upington; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Medical aid

Provident fund

Training opportunities

Job summary

Placements24 seeks an entry-level Underwriting Assistant in Upington, Northern Cape, to support the underwriting team with administrative and technical tasks in short-term insurance. You will handle data entry, document management, and broker liaison to gather information while developing a solid foundation in insurance principles.

Key responsibilities include processing applications, preparing documents, managing filings, and generating underwriting reports.

Qualifications

• Previous administrative experience, preferably within insurance or financial services.
• Basic understanding of short-term insurance products and terminology.
• Organizational and time management skills.
• High level of accuracy and attention to detail.
• Proficiency in Microsoft Office Suite.
• Strong written and verbal communication.
• Ability to work independently and in a team.
• Willingness to learn and relocate to Upington, Northern Cape.

Responsibilities

• Assist underwriters in processing new business applications and endorsements for short-term insurance policies.
• Accurately enter policy details and client information into the underwriting system.
• Request and verify supporting documentation from brokers and clients.
• Prepare policy documents, endorsements, and renewal notices.
• Manage filing systems and ensure all documentation is organized and accessible.
• Communicate with brokers and internal departments to resolve queries and provide updates.
• Conduct preliminary risk assessments based on established guidelines.
• Assist in generating reports on underwriting statistics and portfolio performance.
• Monitor deadlines and ensure timely processing of all tasks.
• Support the underwriting team with ad-hoc administrative duties.

Skills

Administrative experience

Attention to detail

Communication skills

Teamwork

Proactive problem-solving

Tools

Microsoft Office Suite

Data entry software

Job description

About the Role

Our client, a dynamic insurance company, is seeking a proactive and detail-oriented Underwriting Assistant to support their underwriting team in Upington, Northern Cape. This role is crucial for providing administrative and technical assistance to underwriters, ensuring the smooth processing of short-term insurance applications. The ideal candidate will possess strong organizational skills, a meticulous attention to detail, and a foundational understanding of insurance principles. You will play a key role in data entry, document management, and liaising with brokers to gather necessary information. This is an excellent entry-level opportunity for someone looking to build a career within the insurance sector in Northern Cape.

Key Responsibilities

• Assist underwriters in processing new business applications and endorsements for short-term insurance policies.
• Accurately enter policy details and client information into the underwriting system.
• Request and verify supporting documentation from brokers and clients.
• Prepare policy documents, endorsements, and renewal notices.
• Manage filing systems and ensure all documentation is organized and accessible.
• Communicate with brokers and internal departments to resolve queries and provide updates.
• Conduct preliminary risk assessments based on established guidelines.
• Assist in generating reports on underwriting statistics and portfolio performance.
• Monitor deadlines and ensure timely processing of all tasks.
• Support the underwriting team with ad-hoc administrative duties.

Requirements

• Previous administrative experience, preferably within the insurance or financial services industry.
• A basic understanding of short-term insurance products and terminology.
• Exceptional organizational and time management skills.
• High level of accuracy and attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Strong written and verbal communication skills.
• Ability to work effectively both independently and as part of a team.
• A proactive approach to tasks and problem-solving.
• Willingness to learn and develop within the insurance field.
• Based in or willing to relocate to Upington, Northern Cape.

Benefits

Our client offers a competitive salary, comprehensive benefits including medical aid and provident fund contributions, and extensive training opportunities to support your career growth in insurance.

This Full-time, Non-remote position is based at our Upington office, providing a stable and supportive work environment. Join a reputable company that values its employees and offers a clear path for advancement within the Northern Cape region. Enjoy being part of a dedicated team focused on delivering excellent service.