Job Description
About the Role
We are seeking an experienced Underwriting Consultant to join our team in Tzaneen, South Africa. As a key member of our commercial and personal lines underwriting team, you will be responsible for providing expert advice to clients and ensuring compliance with regulatory requirements.
Key Responsibilities
- Daily task prioritizing
- Overseeing office WhatsApp line & office email inbox
- Setting up monthly team meetings, topical to New Business, Cancellations, Claims, Renewals and identifying problem areas and solutioning with team and record keeping of meeting minutes
- Maintaining E-signature templates according to standardized documents
- Supporting with compliance audits to ensure any discrepancies are attended to and rectified
- Commission reconciliation of new business/referrals and commission statements
- Client visits along with adviser as required
- Creating and maintaining client asset registers where relevant
- Preparing quotes compiled with clients
- Compiling quote summaries for commercial policies and submitting quote requests to commercial insurers
- Preparing standard docs relating to received quotes for adviser to discuss with client
- Processing accepted quotes, preparing relevant onboarding documents
- Ensuring compliance requirements are met and supporting documents uploaded
- Overseeing welcome packs and supporting documents are distributed timeously
- Managing client folders in Sharepoint
- Updating renewal lists following activation of policies
- Retrieving relevant supporting documents from clients according to insurer requirements, COCs, LPG installation certificates, tracking device certificates etc.
- Overseeing policy amendment tasks are completed and correspondence uploaded
- Attending to Insurer queries and record keeping of correspondence to clients
- Ensuring Policy changes are communicated to clients timeously
- Facilitating insurer surveys with clients
- Scheduling confirmation of cover of clients assets under finance contracts and distributing cocs to finance houses according to schedule
- Processing and communicating cancellations accordingly
- Ensuring unpaid premiums are communicated to clients timeously and arranging alternative payments
- Dedicated claims processing with efficiency, overseeing claims
- Efficient record keeping of claim progress and correspondence to & from insurer/client/Service providers
- Obtaining relevant claim documents from various parties as required
- Liaising with clients, assessors and service providers regarding claims
- Attending to client emergencies after hours
- Adequate record keeping of policies & renewal dates scheduling
- Ensuring policy renewal packs are distributed to clients two months before renewal dates
- Ensuring client appointments have been scheduled for renewals
Requirements
- Grade 12/Matric Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
- NQF Level 4 Certificate in Short term insurance (150 credits)
- RE 5 Certificate
- Minimum 5 years relevant personal lines underwriting experience in the short-term insurance industry (Commercial lines is an advantage)
- Fluent in written and spoken English and one other official South African language
Qualifications
- Formal education/certifications (Bachelor’s, LLB, Matric, etc.)
Salary & Benefits
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Admin / clerical / secretarial Jobs in Greater Tzaneen
In Greater Tzaneen, the administrative sector is a common industry that employs individuals in clerical and secretarial roles. Typically, these positions are found in various sectors such as financial services, technology, and manufacturing, which often require organised and detail-oriented staff to manage day-to-day operations.
The salary range for admin / clerical / secretarial positions in Greater Tzaneen is generally within a broad spectrum, with the average range being between R200 000 to R400 000 per annum. However, it’s essential to note that this figure can vary greatly depending on factors such as experience, company size, and industry sector. For instance, senior administrative roles or those in smaller companies may command higher salaries, while entry-level positions in certain industries might start at a lower end of the range.
Common skills required for admin / clerical / secretarial roles include proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint; strong organisational and time management skills; excellent communication and interpersonal abilities; attention to detail and accuracy in data entry and record-keeping; and sometimes, experience with CRM software or other business systems. Typically, a strong academic foundation in English, computer literacy, and basic accounting principles is also advantageous.
Industries that commonly employ clerical staff include financial services sector, technology industry, manufacturing sector, and small to medium-sized enterprises (SMEs). In these sectors, administrative roles are often crucial in supporting the core functions of the business.
Career development opportunities for those working in admin / clerical / secretarial roles in Greater Tzaneen typically involve progressing to senior administrative positions or specialising in a specific area such as human resources, accounting, or IT support. With experience and training, individuals can move into supervisory or management roles, or even transition into other careers such as project coordination, training, or coaching.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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