Personal Lines Underwriter

6 days ago

Cape Town, Western Cape, South Africa Findojobs South Africa Full time

Job title: Personal Lines Underwriter - Cape Town CBD

Job Location: Western Cape, Cape Town

Deadline: April 19, 2025

Role Purpose

  1. Provide stakeholders with effective and efficient personal lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business strategy.

Financial:

  1. Ensure new business targets are met
  2. Ensure Binder fees targets are met
  3. Ensure retention of existing clients
  4. Ensure and contribute to minimisation of general expenses

Client:

  1. Ensure that all stakeholder (e.g. clients, AE's, insurers) communication is accurate, timeous, professional and relevant
  2. Build and maintain mutually beneficial relationships with internal and external stakeholders
  3. Ensure and contribute to achieving own and company required client satisfaction targets

Business Processes:

  1. Adhere to company processes, service level agreements, quality assurance targets and broader regulatory frameworks wrt the following processes (but not limited to):
  2. General Enquiries such as but not limited to cover, products, processes etc.
  3. New Business, Renewals, Endorsements and Re-broke
  4. Conduct risk assessments
  5. Analyse clients' portfolios
  6. Request, obtain and assess quotes from insurers
  7. Rate policies
  8. Request, obtain and/or provide clients with all required information and/or documents
  9. Arrange valuations and reinsurance
  10. Raise premiums
  11. File all relevant documentation electronically and in hard copy
  12. Upsell cover to clients where appropriate

Cancellations:

  1. Follow retention processes
  2. Cancel the policy on the system
  3. Confirm cancellation request with the client
  4. File all relevant documentation electronically and in hard copy

Refunds:

  1. Raise invoices
  2. Request refunds from line manager electronically
  3. File all relevant documentation electronically and in hard copy
  4. Adhere to company mandates
  5. Participate and contribute in ad hoc projects
  6. Report any suspected fraud, misrepresentation and/or dishonesty
  7. Keep accurate record of own activities

Learning and Growth:

  1. Live the RBS values
  2. Ensure continuous self-development
  3. Ensure objectives of own development plans are achieved
  4. Share information and knowledge with the team
  5. Ensure productivity and quality assurance targets are met

Requirements

Minimum Qualifications & Skills:

  1. Matric or equivalent
  2. FAIS Compliant
  3. Computer Literate
  4. Excellent communication skills
  5. Excellent customer service skills

Minimum Experience:

  1. 3 years' experience working in a client services environment
  2. 3 years' experience as a Personal Lines Underwriter
#J-18808-Ljbffr

  • Personal Lines Underwriter

    7 days ago

    Cape Town, Western Cape, South Africa Yazoo Recruitment Full time

    Personal Lines Underwriter job vacancy in Cape Town.Personal Lines Underwriter with minimum 3 years' underwriting and customer service experience within a Broker environment, required to start asap with a national Brokerage.Positions available in Cape Town, Bedfordview and Port Elizabeth.Minimum Requirements:Matric.Relevant Insurance related qualification...

  • Personal Lines Underwriting Specialist

    6 days ago

    Cape Town, Western Cape, South Africa Findojobs South Africa Full time

    Job DescriptionAs a Personal Lines Underwriter, you will play a critical role in supporting the business strategy by providing effective and efficient personal lines underwriting services.Key TasksRisk assessment and analysisUnderwriting services provisionStakeholder communicationRelationship building and maintenanceDeliverablesYou will be responsible for...

  • Personal Lines Underwriter

    3 weeks ago

    Cape Town, Western Cape, South Africa SkillsMap Full time

    Personal Lines UnderwriterRBS Insurance Brokers2025/03/18 Cape Town CBDJob Reference Number: RBS-106Department: Personal Lines UnderwritingIndustry: InsuranceJob Type: PermanentPositions Available: 1Salary: Market RelatedJob DescriptionRole PurposeProvide stakeholders with effective and efficient personal lines underwriting services according to the required...

  • Personal Lines Underwriter

    2 weeks ago

    Cape Town, Western Cape, South Africa Status Staffing Full time

    Personal Lines UnderwriterReference: PC001556-RC-1Our client based in Cape Town is looking for a Personal Lines Underwriter with 3 years experience in a client services environment and is FAIS compliant.Duties & ResponsibilitiesEMPLOYMENT TYPE: PermanentSECTOR: InsuranceBASIC SALARY: Market RelatedSTART DATE: A.S.A.P / ImmediateREQUIREMENTS:3...

  • Personal Lines Underwriter

    2 weeks ago

    Cape Town, Western Cape, South Africa RBS Full time

    Job title: Personal Lines Underwriter - Cape Town CBDJob Location: Western Cape, Cape TownDeadline: April 19, 2025Role PurposeProvide stakeholders with effective and efficient personal lines underwriting services according to the required standards and procedures in order to retain existing clients and secure new business in support of the business...

  • Personal Lines Underwriting Specialist

    6 days ago

    Cape Town, Western Cape, South Africa SkillsMap Full time

    Company OverviewSkillMap is a leading provider of insurance services. We offer a range of products and solutions to meet the needs of our clients. Our team of experienced professionals is dedicated to providing exceptional customer service and supporting the growth of our business.Job SummaryWe are seeking an experienced Personal Lines Underwriter to join...

  • Personal Lines Underwriter

    2 weeks ago

    Cape Town, Western Cape, South Africa RBS Full time

    Job title : Personal Lines Underwriter - Cape Town CBDJob Location : Western Cape, Cape TownDeadline : April 19, 2025Quick Recommended LinksJobs by Location Job by industries Role Purpose Provide stakeholders with effective and efficient personal lines underwriting services according to the required standards and procedures in order to retain existing...

  • Personal Lines Underwriter

    2 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Are you an experienced underwriter with a keen eye for detail and a passion for helping individuals protect their assets? Our client, a top-tier insurance company renowned for its customer-centric approach and innovative solutions, is looking for a talented Personal Lines Underwriter to join their team.Duties and Responsibilities:Financial:Ensure new...

  • Personal Lines Underwriting Expert

    3 days ago

    Cape Town, Western Cape, South Africa Ultimate Search Consultants Full time

    About Ultimate Search Consultants">We are a specialist search consultancy that connects top talent with high net client underwriting teams. Our goal is to deliver exceptional service and expertise, ensuring that our clients' portfolios are managed by the best professionals in the industry.">Job Description">This is a fantastic opportunity for a skilled...

  • Personal Lines Underwriter Cape Town

    2 weeks ago

    Cape Town, Western Cape, South Africa Status Staffing Full time

    Personal Lines UnderwriterReference: PC001556-RC-1Our client based in Cape Town is looking for a Personal Lines Underwriter with 3 years experience in a client services environment and is FAIS compliant.Duties & ResponsibilitiesEMPLOYMENT TYPE: PermanentSECTOR: InsuranceBASIC SALARY: Market RelatedSTART DATE: A.S.A.P / ImmediateREQUIREMENTS:3...

  • Personal Lines Underwriter Cape Town

    3 days ago

    Cape Town, Western Cape, South Africa Status Staffing Full time

    Personal Lines UnderwriterReference: PC-RC-1Our client based in Cape Town is looking for a Personal Lines Underwriter with 3 years experience in a client services environment and is FAIS compliant.Duties & ResponsibilitiesEMPLOYMENT TYPE: PermanentSECTOR: InsuranceBASIC SALARY: Market RelatedSTART DATE: A.S.A.P / ImmediateREQUIREMENTS:3 years-experience in...

  • Personal Lines Specialist Cape Town

    3 days ago

    Cape Town, Western Cape, South Africa Status Staffing Full time

    Job DescriptionWe are looking for a talented Personal Lines Underwriter to join our team in Cape Town. The successful candidate will have 3 years experience in client services and FAIS compliance.Duties & ResponsibilitiesUnderwrite new business, renewals, endorsements, and re-brokes.Meet new business targets and achieve binder fees.Maintain existing client...

  • Commercial Underwriter

    7 days ago

    Cape Town, Western Cape, South Africa JenRec Recruitment Full time

    About the Role : As a Commercial Underwriter, you will :Underwrite a range of products including personal lines, commercial lines, engineering, liability, and transport.Leverage your technical risk knowledge to maintain high service standards.Provide exceptional client service with a proactive approach.Manage claims effectively while building strong...

  • Commercial Underwriter

    3 days ago

    Cape Town, Western Cape, South Africa JenRec Recruitment Full time

    About the Role: As a Commercial Underwriter, you will:Underwrite a range of products including personal lines, commercial lines, engineering, liability, and transport.Leverage your technical risk knowledge to maintain high service standards.Provide exceptional client service with a proactive approach.Manage claims effectively while building strong...

  • Domestic Underwriter

    2 weeks ago

    Cape Town, Western Cape, South Africa Ultimate Search Consultants Full time

    Underwriter Position for High Net ClientsWe are looking for a qualified underwriter to manage a portfolio of High Net Clients. Candidates must possess an NQF4 and RE qualification, with experience in dealing with High Net Clients.Duties & ResponsibilitiesNew BusinessRenewalRe brokingRefundsCredit controlContribute towards and ensure continuous improvement in...

  • Domestic Underwriter

    3 days ago

    Cape Town, Western Cape, South Africa Ultimate Search Consultants Full time

    Underwriter Position for High Net ClientsWe are looking for a qualified underwriter to manage a portfolio of High Net Clients.Qualifications:Candidates must possess an NQF4 and RE qualification.Grade 12 or equivalent.RE5.Minimum of 3 years' experience as a short term insurance personal lines underwriter.Duties & Responsibilities:New BusinessRenewalRe...

  • Policy Underwriter Specialist

    7 days ago

    Cape Town, Western Cape, South Africa Yazoo Recruitment Full time

    At Yazoo Recruitment, we are seeking a highly skilled Personal Lines Underwriter to join our national Brokerage team.The ideal candidate will have minimum 3 years' experience in short term underwriting and customer service within a Broker environment.Key responsibilities include:Underwriting of new and existing policiesProcess new...

  • Underwriting Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa Measured Ability Full time

    Minimum Requirements:Intermediary MS Office, especially Excel, Word and Microsoft Outlook skills.2 years relevant life insurance policy medical underwriting experience.A tertiary qualification in the medical field would be advantageous.Responsibilities:To extract the day's underwriting cases and to accurately process all underwriting cases within the SLA...

  • Senior Underwriter

    2 weeks ago

    Cape Town, Western Cape, South Africa Santam Insurance Full time

    Santam Re, based in Cape Town South Africa and operating globally, presents a company culture that is committed to fostering genuine connections with people.With over 106 years of experience, Santam is Africa's leading general insurance company with a market share exceeding 24% in South Africa. Our reinsurance business, Santam Re leads with a culture and...

  • Senior Underwriter

    7 days ago

    Cape Town, Western Cape, South Africa Santam Insurance Full time

    Santam Re, based in Cape Town South Africa and operating globally, presents a company culture that is committed to fostering genuine connections with people. With over years of experience, Santam is Africa's leading general insurance company with a market share exceeding 24% in South Africa.Our reinsurance business, Santam Re leads with a culture and work...