Overview
Underwriting Consultant Jobs in Umhlanga at PSG Wealth Financial Planning
VACANCY | JUNIOR UNDERWRITING CONSULTANT | UMHLANGA, KWAZULU-NATAL | 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 Adviser. The position will focus on both personal and commercial lines of business.
Responsibilities
Underwriting of existing business
Liaising with clients
Preparing quotations
Issuing and managing new policies, renewals, and endorsements
Manage premium collections
Identifying/optimising business opportunities from clients
Maintaining service level agreement deadlines
Handling client queries
Claims Management – the daily claims process
Building and maintaining good working relationships with clients and internal stakeholders
Recording details and information on the relevant systems
Reporting
Manage client retention and organic growth
General office assistance and administration
Minimum Requirements:
Grade 12
Fully computer literate (MS Word, Excel, and Outlook)
NQF Level 4 – Full qualification (short-term insurance) as set by regulation
RE5 successfully completed
Between 1-3 years´ short-term insurance experience in personal and commercial lines
DOFA confirmation from FSCA
Competencies:
Good administration skills
Excellent planning and organising skills
Problem solving and analysis
Time management skills
Good negotiation skills
Resilient with a good level of stress tolerance
Highly client-focused with good interpersonal skills
Job Type: Full-time
Application Question(s):
Do you have Underwriting experience in the personal lines and/or commercial lines space ?
Experience:
Short Term Insurance : 2 years (Preferred)
License/Certification:
RE5 (Required)
Location:
Umhlanga, KwaZulu-Natal (Preferred)
Work Location: In person
Title: Underwriting Consultant
Company: PSG Wealth Financial Planning
Location: Umhlanga
