To provide underwriting assistance to the Insurance Adviser. The position will focus on both commercial and personal lines underwriting.
Responsibilities:
- Liaising with clients and advisers
- Preparing quotations
- Liaising and providing feedback to clients of underwriting progress.
- Handling client queries
- Underwriting Management: the daily underwritings process preparing Renewals, Sourcing acceptance terms
- Recording details and information on relevant systems
- Building and maintaining good working relationships with clients and internal stakeholders
- Bridging the gap between the office and insurance companies
- Maintaining a good working relationship with insurers
- Reporting
- Manage client retention and existing policies
- iComply
- Understanding policy wording and various products
- Claims processing where necessary
Minimum Requirements:
- Grade 12/Matric
- Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
- NQF Level 4 Certificate in Short term insurance
- RE5 successfully completed
- DOFA confirmation from FSCA
- 3- 5 years relevant work experience in Short term insurance – Commercial and personal lines
- Must reside in Pietermaritzburg or within daily travelling distance
Competencies Required:
- Good verbal and written communication skills
- Good administration skills
- Excellent planning and organizing 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
How to Apply:
Candidates interested must apply on Indeed by no later than 18 August 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.
Job Type: Full-time
Experience:
- commercial underwriting : 3 years (Required)
License/Certification:
- NQF 4 Short-term Insurance Certificate (150 FAIS credits) (Required)
- RE 5 Certificate (Required)
Location:
- Pietermaritzburg, KwaZulu-Natal (Preferred)
Work Location: In person