Short-Term Insurance Underwriter & Claims Administrator

Job Overview:

Well established Insurance Brokerage seeks an experienced Short-Term Insurance Underwriter & Claims Administrator to join our team. The ideal candidate will be responsible for attending to queries, endorsements, preparing quotes, underwriting, renewals and claims administration

Key Responsibilities:

  • Prepare quotations
  • Issue New Business
  • Process policy renewals, endorsements, and cancellations
  • Manage and administer claims from notification through to settlement
  • Liaise with clients, Insurers and service providers to ensure efficient claims handling
  • Maintain accurate records and ensure compliance with regulatory requirements
  • Provide exceptional customer service and timely communication
  • Team Player

 

Minimum Requirements:

  • Matric (Grade 12) or equivalent qualification
  • Relevant Insurance qualification:  RE & relevant FAIS credits
  • Minimum of 2–5 years’ experience in short-term insurance underwriting and/or claims
  • Strong knowledge of insurance
  • Flexi Broker system knowledge is an advantage
  • Strong communication and interpersonal skills

 

Remuneration:

Market-related salary based on experience

How to Apply:

Interested candidates should submit their CV and supporting documents to: nicky@cookefuller.co.za

Only shortlisted candidates will be contacted.

Administrator – Short-Term Insurance (Personal Lines)

We are seeking a motivated and detail-oriented Administrator to join our Short-Term Insurance Department (Personal Lines). This is an excellent opportunity for someone with industry experience who thrives in a professional, client-focused environment.

Requirements

  • Grade 12 – compulsory.
  • Experience in personal lines short-term underwriting and/or claims.
  • Industry-related qualifications advantageous.
  • Excellent written and verbal communication skills in both Afrikaans and English essential.
  • Strong computer literacy
  • Valid driver’s license and own reliable transport.

Key Responsibilities

  • Prepare new business quotations and process applications.
  • Assist with FAIS, FICA, and other compliance requirements.
  • Handle policy amendments and renewals.
  • Administer and process claims.
  • Respond to client enquiries.
  • Perform general administrative tasks as required.

Salary: Based on experience and qualifications (R15 000 to R25 000 p/m).

Testamentary Agent

Job Specification
Testamentary Agent

The Testamentary Agent is responsible for sourcing, advising, and selling the Keyplan™ to government employees registered on the persal or persol payroll systems. This includes educating clients on the importance of estate planning, guiding them through product selection, and ensuring accurate documentation and submission.

Roles and responsibilities

Client Sourcing & Engagement

  •  Source government employees and schedule presentations and consultations.
  • Present to groups on the importance of having a Will and the financial implications of dying intestate.
  • Conduct one-on-one advisory sessions to assess client needs and estate planning goals.

Estate Planning Advisory

  • Guide clients through the Will drafting process and advise on efficient estate distribution.
  • Perform affordability checks using the Qlink Calculator to determine Keyplan™ eligibility.
  • Assist clients in selecting the most appropriate product to cover their estate.

Sales & Documentation

  • Complete and submit application forms to Capital Legacy for processing.
  •  Ensure all forms are accurately filled in and signed by the client.
  • Review the final Will draft (prepared by the Assistant Consultant) for accuracy before client signing.

Estate Estimation

  • Conduct rough calculations of the client’s estate to estimate potential legal expenses.

Compliance & Quality Assurance

  • Ensure all advisory and sales activities comply with FSCA regulations and internal policies.
  • Maintain high standards of professionalism and client service throughout the process.

What we look for in our ideal candidate

Education and experience requirements

  • Matric – We are unable to consider candidates who do not have a Matric Certificate
  • Valid RSA driver’s license and reliable vehicle

Key Performance Indicators (KPIs)

  • 15 sales p/m

Key skills

  • Strong communication and presentation skills
  • Ability to engage both large groups and individual clients
  • Knowledge of Estate Administration and Long-Term Insurance
  • Professionalism and excellent customer service
  • Computer literacy: PowerPoint, Excel, Word, Outlook
  • Attention to detail and client experience

Personal abilities

  • Empathetic, friendly, and professional
  • Assertive yet compassionate
  • Resilient and confident under pressure
  • Mature and accountable
  • Excellent listening and interpersonal skills

Remuneration

  • Commission based

 

Short term – Underwriter and Claims handler

Brokerage in Krugersdorp is seeking an experience Underwriter and Claims handler.

This is a full-time, on-site role. The ideal candidate will be responsible for managing client portfolios, facilitating short-term insurance policies, negotiating terms with insurers, and identifying and cultivating new business opportunities.

The role also requires providing expert advice on insurance solutions and delivering excellent customer service to ensure client satisfaction and retention.  The successful candidate will also have to adhere to compliance regulations.

Qualifications

Experience in Short-Term Insurance (Personal and Commercial Lines)
Strong background in Finance and insurance sales
Proven ability to deliver excellent Customer Service and client relationship management
Knowledge of local compliance standards and regulations related to insurance and financial services
Relevant certification or qualification in Insurance or related fields RE5 and NQF 5
Class of business (Personal lines and Commercial lines)
Exceptional communication and negotiation skills
Organised, responsive, and comfortable working independently
Please send your CV to madrie@sp3.co.za

Direct Sales Consultant

Are you part strategist, part people-person, and part closer? Then this might be your calling.

As a Sales Consultant at Bestmed, you’ll be the matchmaker between people and the medical cover that truly fits their lives. Your mission? Position Bestmed as the medical scheme of choice for individuals and families who deserve the right healthcare partner — and guide them confidently onto the option that suits them best.

You won’t just be “selling medical aid.”
You’ll be:

  • Helping people make confident healthcare decisions
  • Matching members to the option that fits their needs and budget
  • Representing Bestmed with professionalism and pride
  • Operating with integrity, always aligned to industry regulations
  • Putting fairness and customer care at the heart of every conversation

This role is perfect for someone who thrives on building trust, loves connecting with people, and understands that compliance and ethics are just as important as closing the deal.

If you’re driven, accountable, and excited by the idea of helping people secure their health and peace of mind, we’d love to meet you.

Business Development Consultant – Cape Town

Business Development Consultant (Cape Town)

At Medihelp, we live our values daily — excellence, compassion, collaboration, and transparency — to make a real difference in the lives of our members. We’re looking for someone who lives these values through their mindset, work ethic, and interactions with others.

The core purpose of this role is to support the execution of growth strategies by managing client relationships, identifying new business opportunities, and driving member acquisition across designated market segments.  This role requires exceptional networking abilities, and a passion for delivering value to clients.

PLEASE NOTE: The incumbent will render advice and must, therefore, comply with the requirements of the FAIS Act and related Board Notices.  Remuneration details will be discussed with shortlisted candidates.

Requirements

Grade 12, with a FAIS-compliant certificate (relevant to the applicable product category) with a minimum value of 120 credits and RE5.

Class of Business Training advantageous.

3-5 years of experience in business development, broker consulting, or sales (preferably in the medical scheme or financial service industry)

Must have a valid driver’s license

Willing to travel and possession of own transport.

Strong understanding of broker distribution channels.

Key Competencies

Good communication and presentation skills.

Computer literate.

Outcome driven and persuasive

Presentable.

Take ownership of the portfolio

Build and maintain strong relationships with brokers and clients.

Knowledge of the Medical Schemes Act, FAIS legislation, and policy procedures.

Good understanding of the competitors within the medical scheme industry.

Good problem-solving skills

Join a team where our values guide everything we do — from how we work together to how we serve our members.

Closing date: Friday, March 27, 2026

Wealth Advisor Opportunity – FSCA Category I FSP – Pretoria based

*Your independence matters.
*Your clients remain yours.
*Your success is our priority.

Are you a Wealth Advisor or Sole Proprietor with an existing investment book?
Concerned about compliance, FAIS obligations, or business-continuity risks?

Connect with us today!

We are an FSCA-licensed Category I FSP offering a fully compliant environment for independent advisors.

What We Offer

You retain 100% ownership of your client book
Full FAIS & FSCA compliance support (RE, CoB, CPD, record-keeping, disclosures, FICA, AML/CTF)
Business-continuity protection and secure advice processes
A broad suite of investment solutions through our Cat I licence
Transparent, independent advisor model
Minimum FSCA Requirements

Advisors must meet FAIS Fit and Proper standards (BN 194 of 2017):
Let’s talk about a compliant, secure home for your practice—without giving up your independence.

Underwriter: Policy Administration

Underwriter (Policy Administration)

A permanent position has become available for an Underwriter at MUA, Cape Town. MUA is looking for a high energy, target and goal orientated, dynamic individual with a strong underwriting background in both home and motor insurance. The successful candidate will assist the Policy Administration team.

Main Purpose:

Evaluate new risks and underwrite these within the parameters of the Underwriting Best Practice manual. This individual must have the ability to maximize selling opportunities, customer service and profitability through the optimal use of the business assets and have fun doing it! The incumbent has relevant underwriting experience together with good administration skills and the ability to look at all aspects of the job, regardless how detailed.

Main Activities:

  • To build strong and meaningful relationships with brokers, which will translate into profitable growth.
  • To have a strong personal lines underwriting background and be able to underwrite a risk correctly and attend to endorsement requests with no mistakes.
  • To take necessary steps to try and retain current business.
  • To ensure that the agreed SLA’s and TAT are achieved and adhered to.
  • Do manual calculations of premium when system is down.
    Refer all quotes over mandate to the relevant Authoriser.
  • Refer R/I if necessary.
  • Provide the Brokers with relevant documentation e.g., confirmation of cover etc.
  • Ensure all documents are filed on M-files
    Liaise with Broker on revised terms and handle Broker queries daily.
  • Keep a check on diary system and follow up on outstanding matters. Ensure that the proper filing on the system is strictly adhered to.
  • To comply with Company strategy and align with the Company culture.

Problem Solving:

  • Meeting deadlines –Month-end close off and coping with related stress.
  • Checking of policy wordings and Broker instructions.
  • Able to handle computer related problems such as verifying computer calculated premiums.
  • Solve administrative problems on accounts – computer input, calculations.
  • Decisions based on past learning experiences of similar situations.

Competencies (Key Requirements):

The suitable incumbent must have the following competencies:

  • Registered as a representative with the FSCA within the last 5 years for Short Term Personal and / or Commercial lines – intermediary services (DOFA to confirm same).
  • Must be fit and proper in terms of the FAIS Act.
  • A minimum of 5 years’ experience in underwriting with a good track record in the Insurance Industry.
  • Full knowledge of personal lines insurance and a passion for selling.
  • Ability to be a team player that can actively encourage open and frank communication in a team environment.
  • Encourages a climate of teamwork through their actions; and is committed to team goals rather than personal goals.
  • Communicate with other departments on queries, i.e. accounts, valuations.
  • Positive and willing attitude.
  • Susceptible to change.
  • Ability to remain calm and productive under pressure.
  • Methodical / analytical ability and numerical ability – able to analyse situations, form opinions, and make decisions independently, and calculations accurately.
  • High level of communication skills both written and verbal.
  • The ability to proactively develop broker relationships, making efforts to listen and understand the broker, anticipating and providing solutions to broker satisfaction.
  • Computer Literacy (MS Office: Outlook, Word, Excel).
  • Open to learning new IT programs. Experience with Power BI will be advantageous.
  • Experience with Cardinal 360/CIMS will be beneficial.

Please submit your latest CV, DOFA as well as Insurance qualification documents to: careers@mua.co.za for consideration.

 

 

Key Individual

We’re Hiring  Key Individuals (KI)

On behalf of a licensed Financial Services Provider (FSP), we are seeking FSCA-approved Key Individuals (KI) with product line approvals in Crypto Assets (CASP) or Forex, and proven experience in these sectors.

Applicants should have their most recent DOFA report reflecting the relevant product category.

In addition, any other active and suitably qualified Key Individuals, meeting South African regulatory standards, are welcome to apply and may be considered for roles aligned with their expertise.

Retentions Consultant

We’ve got a position available for a retentions consultant

Purpose of position:

Communicating with clients and managing relationships in order to increase loyalty and retain their business.

Responsibilities:

  • Handling difficult client calls
  • Retaining clients as part of the King Price royal family
  • Dealing with client queries and complaints in a competent, efficient and professional way, and in accordance with the company’s quality and performance standards
  • All dealings with clients must be in alignment with the company culture and values

Requirements:

  • Matric or matric equivalent (essential)
  • Previous retentions experience (beneficial)

Skills and Attributes:

  • Sales and client service oriented
  • Attention to detail and quality oriented
  • Deadline and results oriented
  • Ability to take initiative
  • Enthusiastic and passionate about the job and the company
  • Organised, punctual and excellent time management skills
  • Teamwork and collaboration
  • Good judgment and problem-solving skills
  • Adaptable and resilient
  • Honesty and integrity
  • Good interpersonal and communication skills
  • Negotiation skills
  • Administration skills

To apply, follow this link: https://kingpriceins.simplify.hr/Vacancy/166548

Should you not receive any feedback within ten (10) working days after the closing date, please accept your application as unsuccessful.

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