VACANCY | COMMERCIAL LINES UNDERWRITER (KEY ACCOUNTS MANAGER) | 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:
The Underwriter is primarily responsible for performing after sales service offering to clients, thereby contributing to the ongoing client relationship. The focus of the role is to provide quality service and maximise client retention and referral, in line with the Practice Service model and procedures. The role needs excellent client relationship management and office administrative skills
Responsibilities:
- Prepare quotations, schedules, and policy documentation accurately and within SLA turnaround times.
- Process renewals, endorsements, and midterm adjustments.
- Ensure compliance with FAIS, POPIA, and insurer underwriting guidelines.
- Assist with claims queries where underwriting input is needed e.g. confirming cover, liaising with insurers.
- Maintain accurate CRM or policy admin records.
- Meet production, retention, and profitability targets set by the brokerage.
- Stay current on industry trends and insurer product changes.
Minimum requirements:
- Matric/Grade 12 & NQF Level 4/5 in short term insurance - Essential
- RE5 (Regulatory Exam) completed
- Min of 8 years’ relevant short term insurance underwriting experience, knowledge and skills (Commercial)
- Proficient in both spoken and written English and at least one other of the official South African languages
- Solid working knowledge of commercial classes of business (property, liability, motor fleet, etc.
- Proficient in MS Office including Excel and underwriting/policy administration systems including product provider systems including Santam and Old Mutual Insure systems
- Valid driver's licence and own reliable transport
Competencies required:
- Warm, personable, and genuinely enjoys engaging with clients daily.
- A strong relationship-builder who focuses on long-term client retention, not just processing business.
- Able to work well within a team environment and collaborate with colleagues and other departments.
- A confident communicator and negotiator, comfortable liaising with both clients and insurers.
- Detail-oriented and methodical, given the financial consequences of underwriting decisions.
- Calm and professional under pressure, including with frustrated or demanding clients.
- Self-motivated and organized enough to manage a full portfolio without things slipping through the crack
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.
