Underwriter: Personal Lines Centurion, Gauteng

2 months ago

Centurion, South Africa PSG Konsult Ltd. Full time

**Designation**:

Underwriter: Personal Lines | Centurion, Gauteng

**Category**:

Administration and Operations

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Financial Services

**Posted on**:

27 Sep 2024

**Reference Number**:

POS37762

**Closing date**:

07-Oct-2024

**Position Type**:

Permanent

**Location**:

Centurion Von Willich Avenue

**Overview**:
**VACANCY | UNDERWRITER: PERSONAL LINES | CENTURION, GAUTENG | PERMANENT**

PSG's 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**:
The Underwriter will be responsible for generating personal lines quotations on new clients and existing clients, file preparation and activation with product provider on completion of the advisers advice process. Attending to the day-to-day underwriting requests from clients, advisers and providers, requesting renewal terms from Providers and preparing of the renewal and renewal file for the adviser on personal lines policies that link to commercial policies. Preparing and sending renewals out to clients on sand alone personal lines.

**Responsibilities**:

- Generate quotations on advice provided from advisers
- Provide relevant quotations as per adviser request
- Load contact on myPractice as a prospect
- Record quotation on quotation register
- Activate accepted quotation with chosen product provider
- Prepare and send welcome pack (Welcome letter, policy schedule, policy wordings (Vaps, Sasria and product provider wordings), accepted quotation, FAIS documents (iComply Pack) to client and cc.the adviser
- Upload all documents (including quotations not taken up) onto myPractice under notes
- Record new business on new business register
- Provide accepted and completed pack to compliance monitoring division (Amanda)
- Upload all documents onto myPractice.
- Request renewal terms from providers, discuss with advisers the policies that link to commercial lines and prepare the renewal and renewal pack for the adviser.Negotiate better terms with provider where needed.
- Upload all documents onto myPractice.
- Ensure that all processes are in place, if not, request adviser / team leaders assistance

**Minimum Requirements**:

- Grade 12
- Computer literate (MS Outlook, Excel, and Word)
- Successfully completed the RE 5 Examination (Representatives)
- NQF Level 4 Short Term Insurance qualification
- DOFA confirmation from FSCA
- A minimum of 3 years working experience within the short-term Insurance industry

**Competencies**:

- Good verbal and written communication skills (English and one other language)
- Good administration, organisation, and planning skills
- Handle admin pressure
- Negotiation skills

**How to apply**:

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