VACANCY | PERSONAL LINES UNDERWRITER | PLATTEKLOOF, WESTERN CAPE | 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 assistance to the Advisers. The position will focus on personal lines.
Responsibilities:
- Source quotes across insurer panels and recommend suitable cover to clients.
- Issue policy documents, schedules, and endorsements accurately and on time.
- Process renewals, mid-term adjustments, and cancellations.
- Handle day-to-day client queries and explain policy terms clearly.
- Identify cross-sell and upsell opportunities within the client portfolio.
- Manage renewal retention through effective client negotiation.
- Maintain accurate records on the policy admin/CRM system and meet production targets
Minimum requirements:
- Matric/Grade 12 & NQF Level 4/5 in short term insurance - Essential
- RE5 (Regulatory Exam) completed
- Min of 5 years’ relevant short term insurance underwriting experience, knowledge and skills (Personal Lines)
- Proficient in both spoken and written English and at least one other of the official South African languages
- Solid working knowledge of personal lines classes (motor, household/buildings, contents, all-risk, personal liability).
- Proficient in MS Office including Excel and underwriting/policy administration systems including product provider systems including Santam and Old Mutual Insure systems
- Comfortable and confident engaging with clients telephonically and in person daily
Competencies required:
- Warm, personable, and genuinely enjoys talking to people — this is a daily, relationship-driven role, not a back-office number-crunching job
- Patient and a good listener; personal lines clients often need things explained simply and reassuringly (it's their home, car, or family's cover)
- Trustworthy and reliable — clients need to feel confident handing over sensitive financial and personal information.
- Calm under pressure; can handle frustrated clients (e.g., after a claim or a premium increase) without getting rattled
- Detail-oriented and methodical, since underwriting errors have real financial consequences.
- Self-motivated and organized enough to manage a full portfolio of renewals without things slipping through the cracks
- Team player who collaborates well with claims and other departments to sort out client issues quickly
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 28 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.
