Underwriting Consultant: Personal

2 weeks ago


Pretoria, South Africa PSG Wealth Financial Planning (Pty) Ltd Full time

**PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.**

**Job description**:
To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business

**Responsibilities**:

- Liaising with clients
- Preparing quotations
- Issuing new policies, renewals, and endorsements
- Re-broking of existing business/clients
- Manage the portfolios of existing clients
- Building and maintaining good working relationships with clients and internal stakeholders
- Recording details and information on the relevant systems

**Skill sets required**:

- Grade 12
- NQF Level 4 - Full qualification (short-term insurance) as set by regulation
- Regulatory examination 1 (Representatives) RE5 successfully completed
- A minimum of 5 years´ short-term insurance experience in personal and commercial lines
- DOFA confirmation from FSCA
- Good verbal and written communication skills (English and Afrikaans)
- Good administration skills
- Planning and organising skills
- Time management skills
- Resilient with a good level of stress tolerance
- Highly client-focused with good interpersonal skills

**Job Types**: Full-time, Permanent



  • Pretoria, South Africa TWK Agri Full time

    TWK Agri has the following vacancy available: Personal Lines Renewal Underwriter within the Financial Services division at Pretoria, Gauteng. **Responsibilities and Duties**: - Handle the renewal process for personal lines insurance policies - Assess risk and provide accurate underwriting decisions - Ensure policies are compliant with company standards and...


  • Pretoria, Gauteng, South Africa Sydsen Full time

    Sydsen is seeking a skilled Personal Lines Underwriter Assistant to join our team in Pretoria East. As a key member of our underwriting team, you will be responsible for assessing risks and making informed decisions about insurance policies.About the CompanySydsen is a reputable insurance broker with a long history of delivering high-quality services to our...


  • Pretoria, South Africa Allnutt & Lüttich Financial Consulting Brokers Full time

    An Insurance Broker with a national client base is looking for an experienced Insurance Underwriter. - Have a Proven track record in the Short-term Insurance industry - Minimum of 5 years underwriting experience - Must have written and passed RE5 (Representative) - Not be working under supervision - Experienced and FAIS compliant for both Commercial and...

  • Senior Underwriter

    1 month ago


    Pretoria, Gauteng, South Africa The Recruitment Council Full time

    We are seeking a highly skilled Senior Underwriter to join our team at The Recruitment Council. In this role, you will be responsible for managing a portfolio of clients, handling both commercial and personal underwriting, and ensuring seamless policy management.Key Responsibilities:Client Management: Conduct face-to-face meetings with clients, provide...


  • Pretoria, Gauteng, South Africa Sydsen Full time

    Job Description">In this role as a New Business Personal Lines Insurance Broker, you will be working closely with clients to assess their insurance needs and provide tailored solutions. You will need to have a deep understanding of risk assessment and underwriting principles to determine the likelihood of claims being made against policies.You will also be...

  • Underwriter

    2 weeks ago


    Pretoria, South Africa Belmar Personnel Full time

    **Afrikaans speaking, Affirmative action required**:** To provide exceptional customer service and ensure high levels of customer satisfaction, retention and loyalty by handling all administrative functions on an existing member''s profile and by providing accurate advice regarding risk and cover.**:** Policy administration Upselling on existing...


  • Pretoria, South Africa Career Minded Full time

    Job Overview **Date Posted**: Posted 5 hours ago **Location**: Pretoria, Gauteng **Job Title**: Insurance Underwriter **Salary**: R18,000 - R25,000 **Salary Type**: Negotiable **Education Level**: Certificate **Job Level**: Intermediate **Required Experience**: 5 - 10 Years Insurance Underwriter - Pretoria An Insurance Underwriter job vacancy is...

  • Insurance Underwriter

    2 weeks ago


    Pretoria, South Africa CLS Human Capital Specialists Full time

    **INSURANCE UNDERWRITER** **Introduction** A small brokerage firm in Centurion is seeking an energetic, knowledgeable, relationship-driven, and administratively skilled Personal Lines Underwriter (Short-Term Insurance) with at least 5 years’ experience to their growing and dynamic team in Centurion. **Duties & Responsibilities** - Administration of...


  • Pretoria, Gauteng, South Africa Sydsen Full time

    Job OverviewSydsen is seeking a skilled Personal Lines Insurance Underwriter to join their team in Pretoria East.This role involves assessing insurance applications and determining the likelihood of claims being made against policies. The ideal candidate will have a strong understanding of risk assessment and be able to communicate complex information...

  • Underwriter

    4 days ago


    Pretoria, South Africa People Dimension Full time

    **Main purpose**: - Commercial underwriting and client contact - Commercial claims, dealing with the complete process - General office management **Main job functions**: - Dealing directly with clients - Attend to all amendments on policies and distributing policy documents - Issuing new policies - Ensure renewals are dealt with timeously - Register and...


  • Pretoria, South Africa EverythingHR SA (Pty) Ltd Full time

    **Junior Short-term Personal lines Underwriter / Claims clerk** **Responsibilities**: - Handling of claims. - Assist with new quotations, renewals, amendments. - Attention to detail. - Ability to negotiate with Insurers. - Educate clients on various short-term financial products and services. - Regularly review client’s portfolios and offer...


  • Pretoria, South Africa HRInsync Full time

    **Membership New Business and Underwriting Quality Controller** **Company** One of the largest private Medical Aid companies in SA. They have been established for 20 years and are striving to be #1 in SA. **Purpose** To perform quality control on all admin updates, to stay in touch with operational requirements the quality controller is also responsible...


  • Pretoria, Gauteng, South Africa Sydsen Full time

    We are seeking an Underwriting Professional to join our team at Sydsen in Pretoria East. As an Underwriter, you will be responsible for assessing risks and determining the likelihood of claims being made against policies.You will have the opportunity to work with a variety of clients, each with their own unique risk profile. To succeed in this role, you will...


  • Pretoria, South Africa Jobted ZA C2 Full time

    Our Insurance Broker client is looking for a Commercial Underwriter and Administrator to join their offices based in Pretoria East. Requirements: - Matric - RE5 Qualification - DOFA - Class of Business Qualification (Personal / Commercial Lines) - Computer proficiency (TIAL System beneficial) - Min 3 years experience in Commercial Lines Commercial...


  • Pretoria, South Africa SydSen Recruit Full time

    Gauteng, Pretoria East - R20 000 - R25 000 Monthly Cost To Company Commercial Insurance Underwriter and Administrator - Pretoria East Our Insurance Broker client is looking for an Commercial Insurance Underwriter and Administrator to join their offices based in Pretoria East. **Responsibilities**: - Risk assessment & quotation calculations - Quotation...


  • Pretoria, South Africa PSG Insure Full time

    Job description: The Assistant will be responsible for coordinating and managing the underwriting, claims and administration processes. **Responsibilities**: - Liaising with clients - Underwriting of existing business - Preparing quotations - Issuing new policies, renewals, and endorsements - Negotiating renewal terms and preparing the renewal...


  • Pretoria, South Africa The Recruiters Full time

    **Salary**: - Cost to company will be flexible circa R50 000pm **Description**: - Job Description: Heavy Commercial Vehicle Underwriter - Pretoria - One of our esteemed clients, being a leader in insurance and underwriting, has an exciting opportunity for a Heavy Commercial Vehicle Underwriter to underwrite transportation policies. The role is based in...


  • Pretoria, South Africa Sydsen Full time

    Our Insurance Broker client is looking for a Commercial Underwriter and Administrator to join their offices based in Pretoria East.Requirements:MatricRE5 Qualification DOFA Class of Business Qualification (Personal / Commercial Lines)Computer proficiency (TIAL System beneficial)Min 3 years experience in Commercial LinesCommercial Underwriter and...


  • Pretoria, South Africa Sydsen Full time

    Our Insurance Broker client is looking for a Commercial Underwriter and Administrator to join their offices based in Pretoria East. Requirements: Matric RE5 Qualification DOFA Class of Business Qualification (Personal / Commercial Lines) Computer proficiency (TIAL System beneficial) Min 3 years experience in Commercial Lines Commercial Underwriter and...


  • Pretoria, South Africa King Price Insurance Full time

    Our client, a short-term insurance broker based in Pretoria East, is looking for an experienced and qualified short-term insurance underwriter to join their team! **Purpose of position**: To assist marketers with underwriting and administrative processes. **Responsibilities**: - Liasing with clients (for administration purposes only). - Obtaining the...