Adviser: Commercial

1 week ago

Pretoria, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Adviser: Commercial & Personal/Senior Underwriter | Lynnwood, Pretoria, Gauteng | Permanent

**Category**:

- Advisers

**Job Level**:

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

**Posted by**:

- PSG Financial Services

**Posted on**:

- 31 Jul 2025

**Reference Number**:

- POS00502

**Closing date**:

- 11-Nov-2025

**Position Type**:

- Permanent

**Location**:

- Faerie Glen 296 Glenwood Road

**Overview**:
**VACANCY | ADVISER**:**COMMERCIAL & PERSONAL/**SENIOR UNDERWRITER**| LYNNWOOD, PRETORIA, GAUTENG | PERMANENT**

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**:

- The Adviser will be responsible for the Management of an allocated client base
- Client face to face meetings
- Liaising and providing feedback to clients
- Handling client queries
- Handling of incoming and outgoing calls
- Following up claims with the relevant departments
- Underwriting and managing client renewals
- Arrange appointments with clients (on-site meetings)
- Maintain MyPractice system
- Manage Administrative Documentation (detailed records)
- Ensure FAIS Compliance
- Recording details and information on relevant systems
- Building of strong relations with colleagues and ensuring adherence to all processes
- Maintain Service level agreement deadlines
- Bridging the gap between the office and insurance companies
- Maintaining a good working relationship with Insurers
- Reporting
- Manage client retention
- Understanding policy wording and various products

**Skill sets required**:

- NQF 4 Short-Term Insurance Certificate (150 credits)
- RE 5 Certificate
- 5 - 6 years short-term insurance experience in commercial and personal lines
- Minimum 5 years Personal Underwriting experience
- Minimum 3 Years Commercial Underwriting experience
- 2-4 Years experience working on **Binder business**:

- DOFA confirmation from FSCA
- Fully computer literate (Microsoft office 365: Word, Excel and outlook)
- Own transport and Valid Driver’s license

**Competencies required**:

- Hard working
- Empathy
- Integrity
- Resilient
- Responsibility
- Attention to detail
- Ability to operate independently and in a team environment
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organising skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills.
- Strong work ethic, able to work with high volumes of pressure
- Highly client focused with good interpersonal skills. (Customer Service)
- Teamwork
- High stress tolerance and resilience
- Passion for adding value to clients through superior service levels
- Strong Product knowledge

**How to apply**:

  • Commercial Insure Adviser

    7 days ago

    Pretoria, South Africa PSG Konsult Full time

    **Job description**: The Commercial Insure Adviser will be responsible to provide underwriting assistance to the Advisors. The position will focus on personal and commercial lines business. **Responsibilities**: - Gather Policy information - Compile a summary of information - Handle and solve client enquiries (all existing business enquiries) - Arrange...

  • Financial Adviser: Commercial and Personal

    2 weeks ago

    Pretoria, South Africa PSG Insure Full time

    **Job description**: The Adviser is responsible for the selling of short-term personal and commercial insurance products and services to the right clients. **Responsibilities**: - Aggressive selling of short-term products specialising in personal and commercial lines - Quotations for clients - Follow up on leads - Advising clients on their short-term...

  • Financial Adviser: Commercial and Personal Lines

    7 days ago

    Pretoria, 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: The Adviser is...

  • Senior Underwriter

    5 days ago

    Pretoria, South Africa Psg Konsult Full time

    Designation: Senior Underwriter / Short Term Adviser : Commercial & Personal | Lynnwood, Pretoria, Gauteng | Permanent Category: Advisers Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 31 Jul Reference Number : POS Closing date : 11-Nov-...

  • Short-term Financial Adviser: Commercial

    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**: The Adviser is...

  • Commercial Legal Adviser

    2 days ago

    Pretoria, South Africa RJPersonnel Full time

    3years - Form part of the investment team and consult regularly with team on proposed structure and developments and legal implications thereof - Attend due diligence assessment relating to the company's investments - Performing legal due diligence assessment on deals - Identify legal risks and recommend mitigation methods for the risks relating to the...

  • Senior Underwriter/short Term Adviser: Commercial

    2 weeks ago

    Pretoria, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Senior Underwriter/Short Term Adviser: Commercial & Personal | Lynnwood, Pretoria, Gauteng | Permanent **Category**: - Advisers **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 31 Jul...

  • Adviser Assistant: Underwriting

    5 hours 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**: The Adviser...

  • New Business Marketer

    4 days ago

    Pretoria, South Africa PSG Konsult Full time

    **Job description**: The Adviser is responsible for the selling of short-term personal and commercial insurance products and services to the right clients. **Responsibilities**: - Aggressive selling of short-term products specialising in personal and commercial lines - Quotations for clients - Follow up on leads - Advising clients on their short-term...

  • Insure Adviser Assistant

    3 weeks ago

    Pretoria, South Africa Psg Konsult Full time

    Designation: Insure Adviser Assistant | Olympus, Pretoria, Gauteng | PermanentCategory : Administration and OperationsJob Level : Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by : PSG Financial ServicesPosted on : 05 Sep Reference Number: POS Closing date: 17-Sep- Position Type:...