Paraplanner

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.

**Responsibilities**:

- Underwriting of existing business
- Liaising with clients
- Preparing quotations
- Issuing and managing new policies, renewals, and endorsements
- Manage premium collections
- Identifying/optimizing 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

Skill sets required:

- Grade 12
- Fully computer literate (MS Word, Excel, and Outlook)
- NQF Level 4 - Full qualification (short-term insurance) as set by regulation or studying towards
- Regulatory examination 1 (Representatives) RE5 successfully completed
- Class of business
- A minimum of 5 years´ short-term insurance experience in personal and commercial lines
- DOFA confirmation from FSCA
- Experience with Tial and PSG Inhouse system will be advantageous
- Good verbal and written communication skills (Afrikaans and English)
- Good administration skills
- Excellent planning and organizing skills
- Problem solving and analysis
- Time management skills
- Good negotiation skills
- Team player
- Resilient with a good level of stress tolerance
- Good time management skills, with the ability to prioritize tasks
- Highly client-focused with good interpersonal skills

Ability to commute/relocate:

- Durbanville, Western Cape: Reliably commute or planning to relocate before starting work (required)