This role supports the Personal Underwriting team by handling administrative tasks and maintaining client documentation. The ideal candidate will manage data entry, file organization, and assist with client communications.
A strong focus on accuracy, confidentiality, and task prioritization is key to succeeding in this role.
This position plays a vital role in helping the team operate smoothly and deliver efficient service to clients.
Key Responsibilities
- Provide daily administrative support to Personal Underwriters
- Prepare and manage underwriting documentation and client files
- Maintain up-to-date policy records with a high degree of accuracy
- Capture and update client data and underwriting information
- Assist with managing inbound client queries and documentation follow-ups
- Ensure all administrative processes align with internal policies and service standards
- Organize digital and hard copy files for quick access and regulatory compliance
- Support the underwriters in coordinating task deadlines and client interactions
- Monitor outstanding documents and assist in obtaining necessary information
- Maintain confidentiality and data protection standards at all times
- Liaise with internal departments as required to ensure client service continuity
- Assist in general departmental administration as assigned
Key Attributes- Exceptional attention to detail
- Proactive and self-managed
- Service-oriented with strong communication skills
- Reliable and organized multitasker
- Collaborative team mindset
Requirements- Matric (Non-negotiable)
- Own vehicle and valid driver’s license
- Previous administrative experience in a professional setting (insurance experience advantageous)
- Computer literacy with accurate data entry skills
- Knowledge of the insurance industry or NQF Level 4 / RE5 certification (Advantageous)
RemunerationMarket-related salary based on experience
**Only shortlisted candidates will be contacted**
