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South Africa: Personal Underwriter

Job Description

About the Role

The Personal Underwriter role is a critical component of our company’s operations, requiring a unique blend of analytical and interpersonal skills to evaluate personal insurance applications, manage risk factors, and deliver exceptional client service.

Key Responsibilities

  • Evaluate personal insurance applications and assess associated risks.
  • Determine appropriate policy coverage, terms, and premiums.
  • Issue and manage policies and endorsements in line with company guidelines.
  • Build and maintain strong client and broker relationships.
  • Manage a portfolio of clients, providing expert advice and support.
  • Ensure compliance with regulatory standards and internal policies.
  • Collaborate with the claims department to address underwriting-related issues.
  • Conduct market research to stay informed on trends and emerging risks.
  • Maintain accurate records and documentation of underwriting decisions.
  • Address client inquiries promptly to ensure service excellence and retention.

Requirements

  • Matric (Grade 12) or equivalent qualification.
  • 25 years of experience in personal underwriting, preferably in short-term insurance.
  • Relevant insurance certifications (e.g., NQF Level 4, RE5) are advantageous.

Qualifications

No formal qualifications mentioned.

Salary & Benefits

Market-related salary based on experience.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in ZA

In the South African job market, Accounting and Finance positions are in high demand across various industries. Typically, these roles require a strong foundation in financial management, planning, and analysis. Generally, professionals with expertise in accounting and finance are sought after to support businesses in making informed decisions.

When it comes to salary expectations for Accounting and Finance roles in South Africa, it’s common for entry-level positions to start within the R300 000 – R500 000 per annum bracket. As one gains experience, salaries can increase to R800 000 – R1 200 000 or more, depending on factors such as company size, industry sector, and individual performance. However, it’s essential to note that these are broad ranges and actual salaries may vary significantly.

Common skills required for Accounting and Finance roles in South Africa include proficiency in financial software (e.g., Xero, Sage), strong analytical and problem-solving skills, attention to detail, excellent communication and interpersonal skills, and the ability to interpret financial data. Typically, candidates with a degree in Accounting or a related field are preferred, although experience and certifications can also be valuable.

The accounting and finance industry is diverse and can be found across various sectors, including financial services, technology, manufacturing, and more. In general, companies in these industries require professionals who can provide expertise on financial planning, budgeting, and forecasting. Often, these roles involve working closely with management to develop and implement financial strategies.

For those interested in pursuing a career in Accounting or Finance, there are several career progression paths available. Typically, entry-level positions lead to senior finance or accounting roles, such as financial controller or accountant manager. With experience and further education, professionals can move into leadership positions, including chief financial officer (CFO) or equivalent.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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Posted in Jobs in South Africa, Jobs in ZA

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