Underwriting Consultant - Commercial & Personal Lines

Underwriting Consultant:Commercial & Personal Lines

Recruiter

Ikusasa Recruitment Group

Job Ref

Underwriting Consult..

Date posted

Tuesday, June 16, 2026

Location

tzaneen, Limpopo, South Africa

Salary

R300000.00 PLUS PERFORMANCE BONUS

SUMMARY

To provide underwriting and claims assistance, to the Advisers. The position will focus on commercial and personal Lines.

POSITION INFO

Minimum 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 Own transport/be able to commute to the office 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 according Summary Needs Analysis compiled with clients. Compiling quote summaries for commercial policies and submitting quote requests to commercial insurers. Preparing standard docs such quote comparison 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, COC's, 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 client's assets under finance contracts and distributing coc's 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.