Underwriting Consultant

5 days ago

Bloemfontein, South Africa PSG Wealth Financial Planning Full time

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

**Responsibilities**:

- Liaising with clients and advisers
- Preparing quotations
- Issuing new policies, amendments renewals, and endorsements
- Portfolio Management
- 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
- RE5 successfully completed
- A minimum of 5-7 years´ short-term insurance experience
- DOFA confirmation from FSCA
- Good verbal and written communication skills
- 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

Ability to commute/relocate:

- Bloemfontein, Free State: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):

- Do you have an NQF 4 in Short Term Insurance ?

**Experience**:

- Underwriting: 2 years (preferred)

License/Certification:

- RE5 (required)

Work Location: In person

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