Short-term Insurance Administrator - Paarl

Reference: CPT000475-DvdM-2

Our client is an established insurance brokerage based in the heart of Paarl is looking for an experienced Short-term Insurance Administrator / Underwriter.

This is a hands-on short-term insurance administration and underwriting role, with primary responsibility for r enewals, policy servicing, new business administration and underwriting functions across our short-term insurance portfolio.

The successful candidate will work closely with clients, insurers and the internal team to ensure policies are accurately administered, risks are appropriately assessed and client requests are handled professionally and within required service-level timelines.

Key Responsibilities

Manage and process short-term insurance renewals from preparation through to completion

Handle day-to-day policy servicing, including amendments, endorsements, additions and cancellations

Manage new business administration, including obtaining quotations, gathering required information and implementing new policies

Perform day-to-day underwriting functions on new and existing short-term insurance policies

Assess risk information and ensure that all relevant underwriting information is obtained and accurately recorded

Prepare and obtain quotations and assist with the placement of new and existing business

Liaise with insurers regarding underwriting requirements, terms, premiums, policy conditions and cover

Capture and maintain accurate client, policy and risk information on relevant systems

Ensure policy documentation is complete, accurate and compliant

Proactively follow up on outstanding information, documentation and insurer requirements

Respond to client queries and provide clear, professional feedback

Assist clients with claims-related queries and support the claims process where required

Maintain organised and accurate client and policy records

Ensure administrative and underwriting processes are completed within required turnaround times and internal service standards

Qualifications & Regulatory Requirements

RE5 successfully completed – essential

Must meet the applicable

FAIS Fit and Proper requirements for appointment as a Representative under the company's FSP licence

Relevant

Class of Business training for applicable short-term insurance product categories completed, or able to meet the applicable requirements within the prescribed regulatory framework

Applicable product-specific training will be required

Relevant short-term insurance qualification or recognised industry qualification will be advantageous

Must meet the applicable experience and competency requirements for the financial services and product categories in which the individual will be appointed

Previous experience as a short-term insurance administrator and/or underwriter within a brokerage or insurer environment is strongly preferred

Previous experience working as a FAIS Representative will be advantageous

Experience in Personal Lines and/or Commercial Lines insurance

Practical experience with renewals, policy servicing, quotations, new business and underwriting

Good understanding of policy wording, risk assessment, premiums, excess structures and underwriting requirements

Experience using insurance administration and insurer systems

Must demonstrate the required standards of honesty, integrity and good standing

What we are looking for

We are looking for someone who is proactive, accurate, dependable and takes ownership of their work.

Please send cv, qualifications, references, salary expectation and photo to: ***email_hidden***