Underwriter and Claims Administrator | Plettenberg Bay

SUMMARY:
Underwriter and Claims Administrator | Plettenberg Bay

POSITION INFO:

Role: Underwriter and Claims Administrator
Category: Short-Term Insurance
Location: Plettenberg Bay
Salary: R100 000 – R120 000 Per Annum

An established financial services business is seeking a detail-oriented and experienced Underwriter and Claims Administrator to provide underwriting and claims assistance to Advisers, with a focus on both Commercial and Personal Lines. This role requires strong administrative skills, in-depth product knowledge, and excellent communication with clients and insurers.

Responsibilities:

• Attend face-to-face client meetings at the office, if required.
• Liaise with clients and provide feedback on underwriting progress.
• Handle client queries promptly and professionally.
• Record all relevant information accurately on internal systems.
• Build and maintain strong working relationships with clients and internal stakeholders.
• Bridge communication between the office and insurance companies.
• Maintain a good working relationship with insurers.
• Prepare and submit reports as required.
• Understand policy wording and product-specific conditions.
• Process and manage personal and commercial line claims.
• Assist in the underwriting process for both commercial and personal lines.

Requirements:

• Grade 12 / Matric.
• Fully computer literate (Microsoft Office 365: Word, Excel, and Outlook).
• NQF Level 4 Certificate in Short-Term Insurance.
• RE5 Regulatory Examination successfully completed.
• Minimum of 5 years’ experience in Personal and Commercial Lines claims.
• Minimum of 5 years’ experience in underwriting Personal and Commercial Lines.
• Must have own transport or reliable means to get to the office.

Competencies Required:

• Empathy.
• Integrity.
• Resilience.
• Responsibility.
• Attention to detail.
• Ability to operate independently.
• Strong verbal and written communication skills.
• Solid administrative capabilities.
• Excellent planning and organisational skills.
• Problem-solving and analytical thinking.
• Time management skills.
• Good negotiation skills.
• Strong work ethic with the ability to handle high-pressure volumes.
• Highly client-focused with excellent interpersonal skills.
• Teamwork and collaboration skills.