Underwritting Consultant: Personal

5 days ago


Cape Town, South Africa PSG Insure 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 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 12
- Fully computer literate (MS Word, Excel, and Outlook)
- NQF Level 4 - Full qualification (short-term insurance) as set by regulation or studying towards
- Regulatory examination 1 (Representatives) RE5 successfully completed
- Class of business
- A minimum of 5 years´ short-term 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 client-focused with good interpersonal skills

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)



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