Job Description

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Personal Lines Underwriter

Western Cape , R15000 - R20000 Per Month
Sector: Financial Services
Posted: Tuesday, 12 April 2022

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Job Details

A financial services advisory group is looking for a Personal Lines Underwriter to ensure that all work related to policy administration is done efficiently and timeously in accordance with company and insurer guidelines. The underwriter takes instruction form the Portfolio Manager, Portfolio Manager Assistant, Insurer and the client directly.


  • Handle telephone calls, both incoming and outgoing
  • Obtain quotes for:
    • Existing clients with amendments or additions
    • New potential clients
  • Issue new policies
  • Renewal Processing
  • Ensure that premiums are competitive
  • Do amendments to existing policies
    • Received from client
    • After renewal of policy
    • Issue confirmation of insurance letters
  • Workpool
    • Create tasks
    • Manage tasks
    • Make notes on existing tasks
    • Transfer tasks where required to do so
    • Complete tasks
  • Handle brokers appointments
  • Send and receive emails
  • Send policy documents to clients
  • Correspond with clients with regard to unpaid premiums
  • Handle cancellation requests:
    • Discuss cancellation requests with portfolio managers
  • Create cross border letters
  • Mentor junior staff and assist with training and development when required
  • Ensure policy administration is measured and monitored against the different insurers’ guidelines
  • Support the Portfolio Manager to attract and retain clients through competitive insurance premiums and fees that is able to cover any potential losses from claims
  • Any other tasks or projects as requested by management that fall within field of expertise
  • Responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes