Job Description
Requirements
– Tertiary or professional qualification in Personal Lines Short Term Insurance Underwriting
– Matriculation
– RE 5 Certification
– Full FAIS Qualification with Class of Business in Personal Lines
– Up-to-date CPD Points
**Experience**
– Minimum of 7 years’ experience in Personal Lines Insurance
**Role Purpose**
– Provide exceptional service and quotations for clients’ personal short-term insurance requirements
– Set and maintain standards for personalised service
**Key Responsibilities**
– Service and provide quotations for existing portfolios
– Assist clients by phone, taking instructions, and confirming them in writing
– Complete voice logging system with client’s surname and reason for call
– Attend to written instructions for additions or deletions to existing policies, and confirm in writing
– Capture changes on the system, generate schedules and debit/credit notes, and send to the client with a covering letter
– Maintain a diary of outstanding information/documentation and follow up regularly via telephone, email, fax, or SMS
– Delete warranties and adjust premiums if discounts were given for a tracking device or limited kilometres, and documentation/information is not received after 3 follow-ups
– Advise clients on proper insurance coverage and maintain necessary working notes
– Make notes on EDS files regarding follow-up on diary
– Contact clients who request cancellation to understand the reason and offer alternative options to retain them
– Flag any client-specific issues related to loss of income or poor service levels
– Confirm all advice, telephonic discussions, and client discussions in writing
– Handle Renewals, New Business, Re-insurance, and Credit Control
About Other Insurance Jobs in Gauteng
The Other Insurance (OI) industry is a significant sector in Gauteng, South Africa, offering a range of career opportunities for professionals with the right skills and experience. Typically, OI roles are in demand across various industries, including financial services, technology, and manufacturing, as companies seek to manage and mitigate risks associated with their operations.
Generally, OI specialists in Gauteng can expect salaries that vary widely depending on factors such as level of experience, company size, and industry sector. While broad salary ranges cannot be provided due to the variable nature of these factors, it is common for experienced OI professionals to earn between R600 000 and R1 200 000 per annum, while entry-level roles may start at around R300 000 to R500 000 per annum. However, salaries can fluctuate depending on individual circumstances.
Common skills required for OI roles in Gauteng include expertise in financial management, risk analysis, data interpretation, communication, and project management. Other essential skills often include proficiency in insurance software, analytical thinking, problem-solving, and the ability to work under pressure. Many OI professionals also hold relevant certifications or degrees in fields such as actuarial science, business administration, or economics.
The financial services sector is a significant employer of OI professionals in Gauteng, with other industries such as technology and manufacturing also commonly hiring for these roles. Other sectors that may employ OI specialists include healthcare, construction, and logistics. In terms of career development, many OI professionals in Gauteng progress to senior roles within their current organisations or move into related fields such as risk management, auditing, or claims handling.
For those seeking a career in OI, it is essential to develop a broad range of skills and experience, often through formal education and training. Many OI professionals in Gauteng have pursued certifications such as the Fellow of the Institute of Actuaries (FIA) or the Chartered Insurance Practitioner (CIP). Building strong relationships with clients, colleagues, and stakeholders is also crucial for success in this field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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