Underwriting Consultant: Personal

7 days 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



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