Personal Lines Underwriter

In brief

**Overview** This role is for a detail-oriented Personal Lines Underwriter at Origin Financial Holdings. The primary purpose of this position is to ensure that all policy administration tasks are completed efficiently and promptly, adhering to both company and insurer guidelines. The underwriter will receive instructions from the Portfolio Manager, Portfolio Manager Assistant, the Insurer, and clients directly. **What you will do** * Handle telephone calls, both incoming and outgoing. * Obtain quotes for existing clients (with amendments or additions) and new potential clients. * Issue policies. * Ensure that premiums are competitive. * Do amendments to existing policies. * Handle broker appointments. * Send and receive emails. * Send policy documents to clients. * Correspond with clients with regard to unpaid premiums. * Handle cancellation requests and 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 are able to cover any potential losses from claims. * Perform any other tasks or projects as requested by management that fall within the field of expertise. * Be responsible for maintaining and improving knowledge of various products as well as staying abreast of industry and regulatory changes. **Requirements (from the original advert)** * **Minimum Qualifications/Certifications:** * Grade 12/ Matric * RE5 qualification * Relevant qualification in Insurance, Risk Management, Business Administration or related field will be advantageous * **Minimum Experience:** * 1-2 Years relevant experience * Experience working with Multiple insurers and broker systems. * **Knowledge, Skills and Attributes:** * Proficiency in Microsoft Office (Word, Excel, Outlook) * Sound knowledge of personal lines insurance products, including motor, household, all-risk, and personal liability cover * Strong customer service and relationship management abilities. * Self-motivated and able to work independently * Adaptable and able to perform effectively in a fast-paced environment **Who should apply** This role is suitable for a detail-oriented professional with a Grade 12/Matric certificate and an RE5 qualification. Candidates should have 1-2 years of relevant experience, specifically with multiple insurers and broker systems. Proficiency in Microsoft Office (Word, Excel, Outlook) and a sound knowledge of personal lines insurance products (motor, household, all-risk, and personal liability cover) are essential. The ideal applicant will possess strong customer service and relationship management abilities, be self-motivated, able to work independently, and adaptable to a fast-paced environment. A relevant qualification in Insurance, Risk Management, Business Administration, or a related field would be an advantage. **Deadline** Not specified **Reference** Original posting: https://www.jobmail.co.za/jobs/it-computer/other-it-computer/bellville/personal-lines-underwriter-id-7603922 Source: jobmail

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 1 year of experience.

• Microsoft Excel
• Microsoft Office
• Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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