South Africa: Personal Underwriting Assistant

January 6, 2026 Jobs in South Africa

Job Description

This role supports the Personal Underwriting team by handling administrative tasks and maintaining client documentation. The ideal candidate will manage data entry, file organization, and assist with client communications. A strong focus on accuracy, confidentiality, and task prioritization is key to succeeding in this role. This position plays a vital role in helping the team operate smoothly and deliver efficient service to clients. Key Responsibilities Provide daily administrative support to Personal Underwriters Prepare and manage underwriting documentation and client files Maintain up-to-date policy records with a high degree of accuracy Capture and update client data and underwriting information Assist with managing inbound client queries and documentation follow-ups Ensure all administrative processes align with internal policies and service standards Organize digital and hard copy files for quick access and regulatory compliance Support the underwriters in coordinating task deadlines and client interactions Monitor outstanding documents and assist in obtaining necessary information Maintain confidentiality and data protection standards at all times Liaise with internal departments as required to ensure client service continuity Assist in general departmental administration as assigned Key Attributes Exceptional attention to detail Proactive and self-managed Service-oriented with strong communication skills Reliable and organized multitasker Collaborative team mindset Requirements Matric ( Non-negotiable ) Own vehicle and valid drivers license Previous administrative experience in a professional setting (insurance experience advantageous) Computer literacy with accurate data entry skills Knowledge of the insurance industry or NQF Level 4 / RE5 certification (Advantageous) Remuneration Market-related salary based on experience Only shortlisted candidates will be contacted

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About Admin / clerical / secretarial Jobs in ZA

The Admin / Clerical / Secretarial sector is a common and diverse field in the South African job market. Typically, roles within this sector are found across various industries, with a strong presence in the financial services sector, technology industry, and manufacturing sector. Generally, these positions are in high demand, especially in fast-paced and growing organisations.

When it comes to salary expectations for Admin / Clerical / Secretarial professionals in South Africa, it’s generally difficult to provide a specific range due to variation in factors such as experience, company size, and industry sector. However, broad salary ranges can be offered as follows: For entry-level positions, salaries typically start around R15 000 – R25 000 per annum, while experienced professionals can expect higher salaries ranging from R40 000 – R80 000 per annum. These figures are subject to change and may not reflect the current market conditions.

Common skills required for Admin / Clerical / Secretarial roles include proficiency in Microsoft Office (particularly Word, Excel, and PowerPoint), excellent communication and organisational skills, attention to detail, and the ability to maintain confidentiality. Additionally, knowledge of accounting software and experience with email management tools are often beneficial. Strong problem-solving skills and the capacity to adapt to new systems and processes are also highly valued.

These roles can be found in various industry sectors, including financial services, technology, manufacturing, and public sector organisations. Many companies, both large multinationals like Google and Microsoft and local South African businesses, employ Admin / Clerical / Secretarial staff to ensure efficient day-to-day operations and administrative support.

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Career development opportunities for Admin / Clerical / Secretarial professionals are generally available through training and development programs offered by employers. These may include courses in business administration, computer literacy, or languages. With experience and continuous learning, it’s possible for individuals in this field to progress into more senior roles or explore related fields such as human resources management, project coordination, or office management.

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

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