Underwriting Consultant

1 week ago


Umhlanga, South Africa PSG Wealth Financial Planning Full time

**VACANCY | JUNIOR UNDERWRITING CONSULTANT | UMHLANGA, KWAZULU-NATAL | 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**:
To provide underwriting and claims assistance to the Adviser. The position will focus on both personal and commercial lines of business.

**Responsibilities**
- Underwriting of existing business
- Liaising with clients
- Preparing quotations
- Issuing and managing new policies, renewals, and endorsements
- Manage premium collections
- Identifying/optimising business opportunities from clients
- Maintaining service level agreement deadlines
- Handling client queries
- Claims Management - the daily claims process
- Building and maintaining good working relationships with clients and internal stakeholders
- Recording details and information on the relevant systems
- Reporting
- Manage client retention and organic growth
- General office assistance and administration

**Minimum Requirements**:

- Grade 12
- Fully computer literate (MS Word, Excel, and Outlook)
- NQF Level 4 - Full qualification (short-term insurance) as set by regulation
- RE5 successfully completed
- Between 1-3 years´ short-term insurance experience in personal and commercial lines
- DOFA confirmation from FSCA

**Competencies**:

- Good administration skills
- Excellent planning and organising skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills
- Resilient with a good level of stress tolerance
- Highly client-focused with good interpersonal skills

Application Question(s):

- Do you have Underwriting experience in the personal lines and/or commercial lines space ?

**Experience**:

- Short Term Insurance : 2 years (preferred)

License/Certification:

- RE5 (required)

**Location**:

- Umhlanga, KwaZulu-Natal (preferred)

Work Location: In person


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