Underwriting & Claims Assistant

A well-established financial services organisation is seeking an experienced Underwriting & Claims Assistant to provide support across commercial and personal lines insurance.

Key Responsibilities

• Provide underwriting and claims administration support to advisers.
• Prepare and process quotations, policy documentation, and onboarding packs.
• Liaise with insurers, clients, assessors, and service providers.
• Manage policy amendments, renewals, cancellations, and premium collections.
• Coordinate insurer surveys and compliance requirements.
• Maintain accurate client records and asset registers.
• Monitor and manage claims from initiation through to settlement.
• Ensure all client correspondence and documentation are maintained accurately.
• Support compliance and audit processes.
• Assist with client service queries and deliver exceptional customer support.

Minimum Requirements

• Matric Certificate.
• RE5 qualification.
• NQF 4 Short-Term Insurance qualification (150 credits).
• Minimum 5 years' experience in Short-Term Insurance.
• Proven experience in both underwriting and claims administration.
• Exposure to both commercial and personal lines, with strong commercial lines experience preferred.
• Strong administrative, communication, and organisational abilities.

Desired Skills & Competencies

• Exceptional attention to detail.
• Strong problem-solving and analytical skills.
• Excellent planning and time management abilities.
• Client-centric approach with outstanding interpersonal skills.
• Ability to work independently and under pressure.
• Strong negotiation and communication skills.
• High level of integrity, accountability, and professionalism.

Why Apply? This opportunity offers the chance to join a dynamic environment where you will play a key role in supporting clients, advisers, and insurers while gaining exposure to a diverse portfolio across commercial and personal insurance lines.

? To apply, please submit your CV to kmongalo@networkfinance.co.za

For Finance Roles: For more exciting Actuarial & Analytics vacancies , please visit: Network Recruitment International

I also specialise in recruiting

• Actuarial (Life, Short-Term, Pensions, Health, Quant)
• Data Science & Advanced Analytics
• Pricing & Product Modelling
• Market, Credit & Quantitative Risk
• Machine Learning & AI Specialists

If you have not received a response within two weeks, please consider your application unsuccessful. Your profile will remain on our database for future opportunities.

For more information, contact: Kholo Mongalo Recruitment Researcher – Actuarial & Analytics Connect with me on LinkedIn: Kholo Mongalo on LinkedIn