Adviser Assistant: Underwriting

3 days ago

Tokai, 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 Assistant will be responsible to assist the commercial brokers with coordinating and managing the underwriting, renewals, policy administration, and client management processes.

**Responsibilities**:

- Liaising with clients
- Prepare new business and commercial quotes
- Issuing new policies, renewals, and endorsements
- Negotiating renewal terms and preparing the renewal documentation
- Recordkeeping (electronic)
- Provide regular feedback to relevant parties (client/stakeholders)
- Obtaining the correct information from clients, recording details and information accurately on the relevant systems
- Provide administrative support
**Skill sets required**:

- Grade 12
- Computer literate (MS Outlook, Excel, and Word)
- Successfully completed the RE 5 Examination (Representatives)
- NQF Level 4 Short Term Insurance qualification, alternatively studying towards such a qualification
- DOFA confirmation from FSCA
- Commercial lines experience
- A minimum of 3 years working experience within the Insurance industry
- Good verbal and written communication skills
- Fully competent with PSG Platform and MyPractice systems
- Dynamic individual who is a team player and willing to grow a career in commercial insurance
- Good administration, organisation, and planning skills
- Good multi-tasking and time management skills
- Highly reliable, adaptable, and resilient
- Highly client-focused with good interpersonal skills

**Job Types**: Full-time, Permanent

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