Underwriting Consultant | Parys

The Recruitment Council; Parys; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading Financial Services company in South Africa is seeking an Underwriting Consultant to provide underwriting assistance and manage client relationships. The ideal candidate should have a minimum of 1 year in short-term insurance, be fully computer literate, and possess excellent negotiation skills. This role involves underwriting existing business, preparing quotations, and handling client queries to ensure client satisfaction and retention.

Qualifications

• Minimum 1 year of short-term insurance experience.
• Fully computer literate in MS Office applications.
• Good administration and planning skills.

Responsibilities

• Underwriting of existing business.
• Managing client queries and claims process.
• Preparing quotations and maintaining service level agreements.

Skills

Client-focused

Negotiation skills

Time management

Problem-solving

Education

Grade 12

NQF Level 4 qualification in short-term insurance

Regulatory examination 1 (RE5)

Tools

MS Word

MS Excel

MS Outlook

Job description

Overview

Are you a skilled Underwriting Consultant looking to take your career to new heights? Join a leading Financial Services company and be at the forefront of innovation in the industry.

Our client is seeking dynamic individuals with a passion for underwriting excellence to join our team. The successful candidate will need to provide underwriting assistance to the Adviser. The position will focus on both personal and commercial lines of business.

Responsibilities

• Underwriting of existing business.
• Liaising with clients.
• Preparing quotations.
• Issuing and managing new policies, renewals, and endorsements.
• Manage premium collections.
• Identifying/optimising business opportunities from clients.
• Maintaining service level agreement deadlines.
• Handling client queries.
• Claims Management – the daily claims process.
• Building and maintaining good working relationships with clients and internal stakeholders.
• Recording details and information on the relevant systems.
• Reporting.
• Manage client retention and organic growth.
• General office assistance and administration.

Qualifications / Skill Sets

• Grade 12.
• Fully computer literate (MS Word, Excel, and Outlook).
• NQF Level 4 – Full qualification (short-term insurance) as set by regulation or studying towards.
• Regulatory examination 1 (Representatives) RE5 successfully completed.
• A minimum of 1 year of short-term insurance experience.
• Good administration skills.
• Excellent planning and organising skills.
• Problem-solving and analysis.
• Time management skills.
• Good negotiation skills.
• Resilient with a good level of stress tolerance.
• Highly client-focused with good interpersonal skills