Underwriting and Claims Manager

2 weeks ago


Pretoria, Gauteng, South Africa Lamia Consultants Full time

Our client operating in the financial services industry is looking for an Underwriting and Claims Manager to become part of their team located in Sandton.

The primary objective of this role is to drive the growth of the company by both maintaining and expanding the existing book of business and acquiring new business opportunities within the Short-term Insurance department. The individual will play a key role in overseeing and managing the daily operations of the department, ensuring that goals and targets are met.

Qualifications and Experience Requirements:

Educational Qualifications:

Grade 12 / Matric / Equivalent

Certificate or Diploma in Short-term Insurance (NQF Level 4) – Requirement to obtain within 2 years of Date of First Appointment (DOFA)

Certification/License:

RE 5 Certification – Requirement to obtain within 2 years of DOFA

Work Experience:

2 to 3 years of experience in an Administration and/or Financial Services-related role

Must have Personal, commercial short term experience

Responsibilities:

Underwriting (Amendments & Renewals):

  1. Provide expert advice and intermediary services to clients on insurance matters.
  2. Proactively manage the client portfolio to ensure continuity and adherence to company and industry policies, procedures, and requirements.
  3. Review the policy needs of existing clients and make appropriate recommendations based on the identified needs.
  4. Obtain and provide accurate quotes to existing clients in a timely manner.
  5. Process amendments with insurers or directly on the online systems as applicable.
  6. Keep clients informed at all stages regarding the progress of their interactions with you and the company.

Compliance & Reporting:

  1. Adhere to best practice standards, ensuring compliance with current and future statutory and regulatory requirements within the Financial Services Industry, including maintaining accurate record-keeping.
  2. Provide weekly and monthly reports to management regarding portfolio performance and key activities.

Market the Company:

  1. Actively promote all services offered by the company to clients and prospects.
  2. Ensure the company's offerings are clearly communicated and marketed effectively.

Client Relationship Management:

  1. Engage with clients to understand their needs and source suitable insurance products tailored to those needs.
  2. Develop and nurture strong relationships with clients to retain business and ensure satisfaction.

Claims Management:

  1. Send claim forms to clients and guide them through the process.
  2. Manage the entire claims process, including registering the claim, following up with insurers via calls and emails, and providing regular updates to the client until the claim is finalized.
  3. Assist clients with the preparation of supporting documentation for claims.

Should you comply with the above, please submit your application to info@lamiaconsultants.co.za

If not contacted in 2 weeks, please consider your application as unsuccessful.

Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Finance and Sales
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