Personal Underwriting Assistant

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 drivers 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)

Remuneration
Market-related salary based on experience


**Only shortlisted candidates will be contacted**