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      Insurance Claims Operations Consultant with Underwriting Knowledge

      Remuneration:R25000 - R35000 per month 
      Location:CPT - CBD
      Reference:#PTA000057/Candi
      Company:Finding Personnel

      Our client is seeking a highly organised, detail-driven Insurance claims operations consultant with underwriting knowledge to join their dynamic team in the Cape Winelands. This multifaceted role combines the responsibilities of a broker consultant, claims administrator, and underwriting support, ensuring the seamless execution of operational processes, claims handling, underwriting requirements, and high-touch client servicing. The ideal candidate will be proactive, technologically adept (ideally experienced in platforms such as Monday.com), and thrive in a client-facing role within a fast-paced financial advisory and insurance environment.

      Job title: Insurance claims operations consultant with underwriting experience
      Area: Cape Winelands
      Industry: Financial Advisory
      Salary / CTC: R 25 000 – R 35 000 (Depending on current earnings, qualifications, and experience)
      Report to: Director, operations and sales manager
      Type: Permanent

      Key responsibilities:

      Operational and Administrative and underwriting support
      • Manage and maintain internal client databases and documentation systems
      • Prepare, update, and follow up on policy documentation including renewals, endorsements, and amendments
      • Conduct policy needs analyses and generate comparisons and proposal documents for new and existing clients
      • Assist in pre-underwriting processes by gathering medicals, financials, and client declarations
      • Ensure compliance with underwriting guidelines, application requirements, and disclosure standards
      • Review documentation for completeness and submit to insurers or underwriting departments

      Claims Administration
      • Administer end-to-end claims processing: registration, document collation, claim form submissions, and status updates
      • Liaise with insurers, clients, and relevant stakeholders to ensure swift and accurate claims resolution
      • Monitor and follow up on outstanding documentation and claims progress
      • Provide status reports to clients and maintain transparent communication throughout the claims process
      • Escalate complex claims issues where required while ensuring turnaround times are met
       
      Client and Stakeholder engagement
      • Act as the central point of contact for clients, insurers, and internal teams
      • Manage client communication including appointment setting, follow-ups, and general correspondence
      • Maintain excellent client relations and support client onboarding and servicing activities
      • Respond professionally and timeously to client queries via phone, email, and in-person engagements
      • Support the complaints process and ensure a high level of service resolution
      Qualifications and Skills and Experience:
      • Matric / Grade 12 or equivalent NQF4 qualification (RE5 or insurance-specific qualifications advantageous)
      • Minimum of 5 years in insurance administration or similar client-facing support role
      • Proven experience in claims handling and underwriting support (short- and long-term insurance)
      • Clear credit and criminal record
      • Strong verbal and written communication skills in both Afrikaans and English
      • Computer literacy: Microsoft Word, Excel, PowerPoint, Outlook, and CRM/project management tools (e.g., Monday.com)
      • Professional telephone etiquette and interpersonal skills
      • Exceptional attention to detail, time management, and the ability to work under pressure
        Additional requirements
       
      • Must reside in Cape Town, Paarl, or the Cape Winelands region
      • Must be client-focused, service-oriented, and solutions-driven
      • Able to adapt to changing priorities and multitask effectively
      • Fluent in Afrikaans and English (spoken and written)


      Posted on 02 May 08:54, Closing date 30 May

      Finding Personnel
      Finding Personnel is a dynamic hands-on recruitment company. We offer a holistic and professional recruitment service to our valued Clients and Candidates.
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