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Results for insurance in "insurance" in Jobs in Pretoria / Tshwane in Pretoria / Tshwane
1
Key ResponsibilitiesBuild and manage a sustainable new business pipelineConduct professional needs analyses with prospective clientsConvert self-generated leads into active policiesMaintain compliant advisory processesAchieve monthly written policy targetsMaintain strong market and product knowledge RequirementsMinimum 3 years face-to-face short-term insurance sales experienceCommercial and Personal Lines exposureRE5 and FAIS compliant qualificationProven new business conversion track recordRegulatory accreditation and compliance understandingValid drivers licence and own vehicleAbility to generate and manage own leads
https://www.jobplacements.com/Jobs/S/Short-Term-Insurance-Brokers--Commercial--Person-1261703-Job-Search-2-12-2026-4-02-51-AM.asp?sid=gumtree
5d
Job Placements
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Your Grade 12 Certificate, short term insurance qualification or equivalent as well as:Experience:Basic computer literacy, including experience with Microsoft Office Suite.Experience in short term insurance underwriting or administration is beneficial.Language Requirements:Proficient in English and Afrikaanswill enable you to do the following duties: Effectively maintaining underwriting standards and providing quality client service:Issuing new policies, renewals, and endorsements on the C360 SystemHelp to prepare new business quotesUnderwrite in accordance with standards, policies and proceduresAttend to administration and written communicationEnsure that all documentation is processed accurately & correctlyEnsure documentation is checked and authorised if appropriate prior to dispatchEnsure queries are resolved as per company standardsNegotiating renewal terms and preparing the renewal documentation.Ensure renewal reviews are completed timeouslyEnsure retentions are calculatedRequest and monitor survey and survey requirements as per laid down proceduresCorrect unprofitable policiesEnsure policies are not overexposedChecking policies before sending to clientsTelephone contact with clients when they phone in with queries or amendments/ additional coversSaving all work electronicallyService delivery to ensure customer satisfactionMaintain service, quality, and desired outputs within a specific functional process by ensuring compliance with tactical policies, procedures, and standards.Resolve escalated customer queries and complaints and provide feedback to customers on matters resolvedDevelop work routines in line with operational plans / schedules in order to manage the achievement of service delivery goalsParticipate in the creation of new standards, control systems, and procedures to maintain service delivery.Processes:Administrative Support and Document Management:Receive and process new leads.Enter and organise details into the system accurately.Generate quotes and ensure they are correctly formatted.Perform general administrative tasks to support the underwriting team.Follow up on any missing or outstanding information.Maintain an organised electronic filing system for all quote records.Compliance and Process Adherence:Follow established protocols and procedures in performing tasks.Ensure adherence to the organisations confidentiality and privacy policies.https://www.jobplacements.com/Jobs/S/SHORT-TERM-INSURANCE-SPECIALIST-1260320-Job-Search-2-9-2026-1-54-57-AM.asp?sid=gumtree
8d
Job Placements
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Insurance Underwriter - Commercial - PretoriaJob DescriptionOne of our esteemed clients, being a leader in the insurance and underwriting sector, has an exciting opportunity for an experienced Commercial Underwriter.Key accountabilitiesUnderwriting of new commercial risksEnsuring that risks are written within the companys risk appetite.Adhere to reinsurance treaties and internal mandates.Monitoring and taking corrective action on badly performing risks.Maintaining an acceptable loss ratio within a broker portfolio.Maintain policy wording drafts and ensure that the product remains competitive with market offering. Dealing with day to day queries and amendments to existing policies.Providing brokers with advice on the current products offering.Maintaining and building good customer relationships with brokers.Conducting product training for brokers.Provide input into building and designing various aspects of the products on a designated system.Provide comparisons between the competitors products and our commercial products.Skills/Competencies:Ability to work under pressureNegotiating skillsGood communication skillsPolicy, product and systems knowledgeInterpersonal skillsProblem solving and analysisDetail orientated Numeric skillsCustomer service orientated Building relationshipsQualifications & Experience:5 years commercial underwriting experienceExperience in working with commercial related productsProven track record of underwriting experience e.g. assessing exposure and underwriting within agreed mandates.Very good communication skills (both written & verbal)NQF Level 4: Short-Term Commercial Lines 60 Credits Successfully completed the RE 5 Examination Level 1Remuneration:
https://www.jobplacements.com/Jobs/I/Insurance-Underwriter-Commercial-Pretoria-1259779-Job-Search-2-6-2026-3-18-29-AM.asp?sid=gumtree
11d
Job Placements
1
Our client requires a Claims Handler. Your:Formal Education:MatricRE 5 Examination Level 1Class of Business: Commercial and Personal Lines NQF 5 in short term insuranceExperience:At least 5 years short term experience and 4 within the claims environment.will enable you to do the following duties:Claims Registration and Acknowledgement:Receive, review, and register new claims via phone, email, or digital channels.Acknowledge receipt of claims to clients within stipulated turnaround times.Initial Assessment and Documentation:Collect all necessary documentation from clients to substantiate claims (e.g., claim forms, supporting evidence, police reports, photographs, invoices).Assess policy coverage, terms, and conditions for each claim.Request additional information from clients or third parties when required.Investigation and Evaluation:Conduct investigations through interviews, site visits, and consultation with service providers or loss adjusters.Verify the legitimacy and validity of claims.Apply technical knowledge to interpret policy wordings and determine liability.Claims Processing and Settlement:Calculate and agree settlement amounts in line with policy terms, ensuring fairness and compliance.Negotiate settlements with clients, service providers, and, where necessary, legal representatives.Authorise and process payments within designated authority limits.Customer Service and Communication:Maintain regular communication with clients throughout the claims process, providing updates and managing expectations.Respond to queries, complaints, and escalations in a timely and professional manner.Deliver empathetic service during potentially stressful situations for clients.Fraud Detection and Prevention:Identify potential fraudulent activity and escalate cases in line with company procedures.Work closely with internal audit and fraud prevention teams as required.Reporting and Documentation:Maintain accurate records and documentation for all claims handled.Prepare and submit reports for management, compliance, and regulatory purposes.Continuous Improvement and Compliance:Stay informed of changes to insurance legislation, industry trends, and best practices.Participate in training and development opportunities to enhance skills and knowledge.Adhere to company policies, procedures, and ethical standards at all times.
https://www.jobplacements.com/Jobs/C/Claims-Handler-Short-Term-Insurance-1260080-Job-Search-2-6-2026-12-18-35-PM.asp?sid=gumtree
10d
Job Placements
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Required Qualification(s) and Experience:Bachelors degree in Computer Science or a closely related discipline. ISTQBMinimum of 5 years solid experience as a QA Automation TesterProven experience within the financial services industry, particularly investments and long-term insuranceStrong understanding of software testing methodologies, QA processes, and automation principlesKey Responsibilities: Design, develop, and maintain automated test frameworks and test scriptsExecute automated and manual tests to ensure system functionality, performance, and stabilityValidate system requirements and business rules related to investments and long-term insurance platformsIdentify, log, and track defects through to resolutionCollaborate closely with developers, business analysts, and other stakeholders to ensure high-quality deliveryEnsure testing processes align with industry best practices and compliance standardsThis is an excellent opportunity to work in a dynamic and fast-paced environment, contributing to the delivery of high-quality systems in a critical financial services domain!
https://www.jobplacements.com/Jobs/Q/QA-Automation-Tester-1259700-Job-Search-02-05-2026-10-23-00-AM.asp?sid=gumtree
11d
Job Placements
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Work with a reputable insurance business offering stability, growth, and a professional finance team culture.Key Responsibilities:Process and capture supplier invoices accuratelyPerform creditor reconciliations and resolve discrepanciesPrepare weekly and monthly payment runsMaintain supplier statements and age analysisEnsure VAT accuracy and complianceLiaise with suppliers and internal departmentsSupport month-end closing and audit processesSkills & Requirements:Diploma or Certificate in Accounting / Finance24+ years experience in a creditors / accounts payable roleInsurance industry experience advantageousExperience with accounting systems (Pastel, Sage or similar)Strong Excel skillsHigh attention to detail and ability to meet deadlinesApply Now!For more exciting Finance / Engineering / IT / Supply Chain / Commercial & C-Suite vacancies, please visit:
https://www.jobplacements.com/Jobs/C/Creditors-Clerk-1258021-Job-Search-02-02-2026-00-00-00-AM.asp?sid=gumtree
14d
Job Placements
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Duties: Manage and maintain general ledger accounts of group entitiesEnsure correctness of VAT allocations & calculations of all entitiesMaintenance of the integrity, accuracy and completeness of respective accounting records and information systems.Prepare weekly accounts payable and receivable reports for managementReviewing and ensuring completeness of weekly bank paymentsManage balance sheets and profit/loss statementsControl accounts are reconciled, and problems addressed according to guidelinesAudit financial transactions and agree to documents and authorisationsComply with financial policies and regulationsAssisting in preparing client proposals and sales quotes when necessaryAssisting with quotes on an ad hoc basisMaintaining accurate financial recordsCoordinate and liaise with internal parties to support intercompany activitiesGroup insurance management and fixed asset managementSupervise and train junior accountantsAssisting the financial manager with administrative tasksMaintaining and managing insurance schedules, claims and administrative requirements, etc.Effectively assist the financial manager at all levelsRequirements: 5 years plus work experience in accounting environmentHands-on experience with accounting software like Xero is an advantageSkilled in ExcelExperience with general ledger functionsA self-starter who can plan, organise and take initiative to meet job objectives and deadlines independently
https://www.jobplacements.com/Jobs/A/Assistant-Accountant-1258930-Job-Search-02-04-2026-04-08-04-AM.asp?sid=gumtree
13d
Job Placements
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Role DescriptionThe Broker Consultant will be responsible for managing, supporting, and growing relationships with appointed brokerages. The role focuses on driving profitable growth, improving broker engagement, and ensuring the effective positioning of the insurers short-term insurance products in the market.Key ResponsibilitiesManage and develop strong, long-term relationships with an allocated panel of brokeragesAct as the primary point of contact between the insurer and broker partnersDrive new business, retention, and portfolio growth through broker engagementProvide product training, technical support, and market updates to brokersSupport brokers with quotations, underwriting queries, and complex policy structuresIdentify growth opportunities within broker portfolios and implement action plansMonitor broker performance against agreed targets and KPIsEnsure compliance with FAIS, FICA, and internal underwriting guidelinesRepresent the insurer at broker meetings, industry events, and roadshowsProvide market intelligence and competitor insights to internal stakeholdersCollaborate closely with underwriting, claims, and internal sales teamsMinimum RequirementsMinimum of 5+ years experience in a Broker Consultant or similar role within a short-term insurerProven experience across both Commercial and Personal Lines short-term insuranceEstablished, existing relationships with brokerages in the South African insurance marketStrong technical understanding of short-term insurance products and underwriting principlesRelevant insurance qualification (minimum NQF Level 4)RE5 qualification (or ability to obtain if required)FAIS-compliant and Fit and ProperValid drivers licence and own reliable transportKey Skills & CompetenciesStrong relationship-building and stakeholder management skillsCommercial mindset with the ability to drive profitable growthExcellent communication, presentation, and negotiation skillsHigh level of professionalism and credibility with brokersAbility to work independently and manage a large broker portfolioStrong planning, time management, and reporting skillsAdvantageousExperience managing regional or national broker panelsExposure to both personal and commercial linesExisting footprint within key brokerage networksRemuneration & BenefitsCompetitive salary aligned to experience + commission If you do not hear back from us within 2 weeks, please consider your application unsuccessful.
https://www.jobplacements.com/Jobs/B/Broker-Consultant--Short-Term-Insurance-1255055-Job-Search-01-23-2026-04-03-55-AM.asp?sid=gumtree
25d
Job Placements
1
1
Our client is looking for a Paraplanner within the financial sector.Key ResponsibilitiesClient Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings.Financial Research and Analysis: Conduct thorough research into financial products, investment opportunities, pensions, tax strategies, and market trends to support advisers in offering accurate, compliant, and relevant advice.Report Writing: Draft detailed suitability reports, investment proposals, and financial plans that clearly communicate solutions and recommendations tailored to individual client needs.Compliance and Regulatory Support: Ensure all documentation and processes adhere to industry regulations, company policies, and best practices. Maintain up-to-date knowledge of relevant legal and regulatory changes.Administrative Assistance: Support advisers with a range of administrative duties, including the preparation of meeting packs, updating client records, and processing new business applications.Ongoing Client Service: Assist in the ongoing review and maintenance of client portfolios, including performance monitoring, rebalancing recommendations, and responding to client queries.Collaboration: Work closely with financial planners, compliance teams, product providers, and clients to facilitate the seamless delivery of financial advice and solutions.Continuous Learning: Pursue professional development opportunities to remain current with evolving financial regulations, products, and best practices within the sector.Qualifications and SkillsEducational Background: Minimum requirement is a bachelors degree in finance, business administration, economics, accounting, or a related field. Postgraduate qualifications or industry certifications (such as a Diploma in Financial Planning or CFP® designation) are highly regarded.Technical Expertise: Proficiency in Microsoft Office Suite, financial planning software, and CRM systems. Strong understanding of investment vehicles, tax planning, pensions, insurance, and regulatory requirements.Analytical Thinking: Ability to interpret complex financial data, identify trends, and draw meaningful conclusions to support client recommendations.Attention to Detail: Precision in data analysis, report writing, and compliance documentation is essential for mitigating risk and ensuring the highest standards of client service.Communication Skills: Excellent written and verbal communication skills to effectively translate complex financial concepts into easily understood language for both colleagues and clients.Organisational Ability: Strong organisational and time management skills, with the cap
https://www.jobplacements.com/Jobs/P/Paraplanner-1260077-Job-Search-2-6-2026-12-11-07-PM.asp?sid=gumtree
10d
Job Placements
1
Requirements Matric Certificate. RE5. NQF5 Wealth Management. A tertiary qualification in Insurance, Business Administration, or a related field is advantageous. Relevant certifications in life insurance or claims processing are preferred. At least 2 years of experience in life insurance claims processing or a related role. Experience in the insurance or financial services industry is essential.
https://www.jobplacements.com/Jobs/L/Life-Claims-Consultant--Pretoria-1196009-Job-Search-6-20-2025-3-29-37-AM.asp?sid=gumtree
8mo
Job Placements
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