Insurance Claims Operations Consultant with Underwriting Knowledge

SUMMARY:
Our client is seeking a highly organised, detail-driven Insurance Claims Operations Consultant with Underwriting Knowledge to join their dynamic team in the Cape Winelands. This multifaceted role combines the responsibilities of a Broker Consultant, Claims Administrator, and Underwriting Support, ensuring the seamless execution of operational processes, claims handling, underwriting requirements, and high-touch client servicing.
The ideal candidate will be proactive, technologically adept (ideally experienced in platforms such as Monday.com), and thrive in a client-facing role within a fast-paced financial advisory and insurance environment.

POSITION INFO:
JOB TITLE: Insurance Claims Operations Consultant with Underwriting Experience
AREA: Cape Winelands
INDUSTRY: Financial Advisory
Salary / CTC: R 25 000 – R 35 000 (Depending on current earnings, qualifications, and experience)
Report to: Director, Operations and Sales Manager
Type: Permanent

Key Responsibilities:
Operational & Administrative & Underwriting Support

• Manage and maintain internal client databases and documentation systems
• Prepare, update, and follow up on policy documentation including renewals, endorsements, and amendments
• Conduct policy needs analyses and generate comparisons and proposal documents for new and existing clients
• Assist in pre-underwriting processes by gathering medicals, financials, and client declarations
• Ensure compliance with underwriting guidelines, application requirements, and disclosure standards
• Review documentation for completeness and submit to insurers or underwriting departments

• Administer end-to-end claims processing: registration, document collation, claim form submissions, and status updates
• Liaise with insurers, clients, and relevant stakeholders to ensure swift and accurate claims resolution
• Monitor and follow up on outstanding documentation and claims progress
• Provide status reports to clients and maintain transparent communication throughout the claims process
• Escalate complex claims issues where required while ensuring turnaround times are met

• Act as the central point of contact for clients, insurers, and internal teams
• Manage client communication including appointment setting, follow-ups, and general correspondence
• Maintain excellent client relations and support client onboarding and servicing activities
• Respond professionally and timeously to client queries via phone, email, and in-person engagements
• Support the complaints process and ensure a high level of service resolution

• Matric / Grade 12 or equivalent NQF4 qualification (RE5 or insurance-specific qualifications advantageous)
• Minimum of 5 years in insurance administration or similar client-facing support role
• Proven experience in claims handling and underwriting support (short- and long-term insurance)
• Clear credit and criminal record
• Strong verbal and written communication skills in both Afrikaans and English
• Computer literacy: Microsoft Word, Excel, PowerPoint, Outlook, and CRM/project management tools (e.g., Monday.com)
• Professional telephone etiquette and interpersonal skills
• Exceptional attention to detail, time management, and the ability to work under pressure

• Must reside in Cape Town, Paarl, or the Cape Winelands region
• Must be client-focused, service-oriented, and solutions-driven
• Able to adapt to changing priorities and multitask effectively
• Fluent in Afrikaans and English (spoken and written)