VACANCY | UNDERWRITING CONSULTANT: COMMERCIAL & PERSONAL LINES | TZANEEN, LEVUBU OR LOUIS TRICHARD, LIMPOPO | 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 Advisers. The position will focus on commercial and personal Lines.
Responsibilities:
- Daily task prioritizing
- Overseeing office WhatsApp line & office email inbox.
- Setting up monthly team meetings, topical to New Business, Cancellations, Claims, Renewals and identifying problem areas and solutioning with team and record keeping of meeting minutes.
- Maintaining E-signature templates according to PSG/Insurer standardized documents.
- Supporting with compliance audits to ensure any discrepancies are attended to and rectified.
- Commission reconciliation of new business/referrals and commission statements.
- Client visits along with adviser as required.
- Creating and maintaining client asset registers where relevant.
- Preparing quotes according to PSG Summary Needs Analysis compiled with clients.
- Compiling quote summaries for commercial policies and submitting quote requests to commercial insurers.
- Preparing standard docs such as PSG quote comparison relating to received quotes for adviser to discuss with client.
- Processing accepted quotes, preparing relevant onboarding documents.
- Ensuring compliance requirements are met and supporting documents uploaded.
- Overseeing welcome packs and supporting documents are distributed timeously.
- Managing client folders in Sharepoint.
- Updating renewal lists following activation of policies.
- Retrieving relevant supporting documents from clients according to insurer requirements, COC’s, LPG installation certificates, tracking device certificates etc.
- Overseeing policy amendment tasks are completed and correspondence uploaded.
- Attending to Insurer queries and record keeping of correspondence to clients.
- Ensuring Policy changes are communicated to clients timeously.
- Facilitating insurer surveys with clients.
- Scheduling confirmation of cover of client’s assets under finance contracts and distributing coc’s to finance houses according to schedule.
- Processing and communicating cancellations accordingly.
- Ensuring unpaid premiums are communicated to clients timeously and arranging alternative payments
- Dedicated claims processing with efficiency, overseeing claims.
- Efficient record keeping of claim progress and correspondence to & from insurer/client/Service providers.
- Obtaining relevant claim documents from various parties as required.
- Liaising with clients, assessors and service providers regarding claims.
- Attending to client emergencies after hours.
- Adequate record keeping of policies & renewal dates scheduling.
- Ensuring policy renewal packs are distributed to clients two months before renewal dates.
- Ensuring client appointments have been scheduled for renewals.
- Creating tasks and attending to policy amendments following renewal meeting
Minimum Requirements:
- Grade 12/Matric
- Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
- NQF Level 4 Certificate in Short term insurance (150 credits)
- RE 5 Certificate
- Minimum 5 years relevant personal lines underwriting experience in the short-term insurance industry (Commercial lines is an advantage)
- Fluent in written and spoken English and one other official South African language
Competencies Required:
- Own transport/be able to commute to the office
- Empathy
- Integrity
- Resilient
- Responsibility
- Attention to detail
- Ability to operate independently
- 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 the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 3 July 2026. 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.
