Underwriting Consultant: Personal and Commercial

2 weeks ago


Centurion, Gauteng, South Africa PSG Insure Full time
To provide underwriting assistance to the Adviser. The position will focus on both personal and commercial lines business.

Responsibilities:

  • Underwriting of existing business
  • Liaising with clients
  • Preparing quotations
  • Issuing and managing new policies, renewals, and endorsements
  • Manage premium collections
  • Identifying/optimising business opportunities from clients
  • Maintaining service level agreement deadlines
  • Handling client queries
  • Claims Management the daily claims process
  • Building and maintaining good working relationships with clients and internal stakeholders
  • Recording details and information on the relevant systems
  • Reporting
  • Manage client retention and organic growth
  • General office assistance and administration

Skill sets required:

  • Grade 1
  • Fully computer literate (MS Word, Excel, and Outlook)


NQF Level
  • Full qualification (shortterm insurance) as set by regulation or studying towards
  • Regulatory examination 1 (Representatives) RE5 successfully completed
  • Class of business
  • A minimum of 5 years ́ shortterm insurance experience in personal and commercial lines
  • DOFA confirmation from FSCA
  • Experience with Tial and PSG Inhouse system will be advantageous
  • Good verbal and written communication skills (Afrikaans and English)
  • Good administration skills
  • Excellent planning and organising skills
  • Problem solving and analysis
  • Time management skills
  • Good negotiation skills
  • Team player
  • Resilient with a good level of stress tolerance
  • Good time management skills, with the ability to prioritize tasks
  • Highly clientfocused with good interpersonal skills


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