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Adviser: Commercial

2 weeks ago

Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per year

Designation:

Adviser: Commercial & Personal/Senior Underwriter | Lynnwood, Pretoria, Gauteng | Permanent

Category:

Advisers

Job Level:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by:

PSG Financial Services

Posted on:

31 Jul 2025

Reference Number:

POS00502

Closing date:

11-Nov-2025

Position Type:

Permanent

Location:

Faerie Glen 296 Glenwood Road

Overview:

VACANCY | ADVISER:COMMERCIAL & PERSONAL/ SENIOR UNDERWRITER | LYNNWOOD, PRETORIA, GAUTENG | 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:
  • The Adviser will be responsible for the Management of an allocated client base
  • Client face to face meetings
  • Liaising and providing feedback to clients
  • Handling client queries
  • Handling of incoming and outgoing calls
  • Following up claims with the relevant departments
  • Underwriting and managing client renewals
  • Handle new application and quotations
  • Arrange appointments with clients (on-site meetings)
  • Maintain MyPractice system
  • Manage Administrative Documentation (detailed records)
  • Ensure FAIS Compliance
  • Recording details and information on relevant systems
  • Building of strong relations with colleagues and ensuring adherence to all processes
  • Maintain Service level agreement deadlines
  • Bridging the gap between the office and insurance companies
  • Maintaining a good working relationship with Insurers
  • Reporting
  • Manage client retention
  • Understanding policy wording and various products
Skill sets required:
  • NQF 4 Short-Term Insurance Certificate (150 credits)
  • RE 5 Certificate
  • 5 - 6 years short-term insurance experience in commercial and personal lines
  • Minimum 5 years Personal Underwriting experience
  • Minimum 3 Years Commercial Underwriting experience
  • 2-4 Years experience working on Binder business
  • DOFA confirmation from FSCA
  • Fully computer literate (Microsoft office 365: Word, Excel and outlook)
  • Own transport and Valid Driver's license
Competencies required:
  • Hard working
  • Empathy
  • Integrity
  • Resilient
  • Responsibility
  • Attention to detail
  • Ability to operate independently and in a team environment
  • Good verbal and written communication skills
  • Good administration skills
  • Excellent planning and organising skills
  • Problem solving and analysis
  • Time management skills
  • Good negotiation skills.
  • Strong work ethic, able to work with high volumes of pressure
  • Highly client focused with good interpersonal skills. (Customer Service)
  • Teamwork
  • High stress tolerance and resilience
  • Passion for adding value to clients through superior service levels
  • Strong Product knowledge
How to apply:

Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 11 November 2025

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.