Designation:
Underwriter/Short Term Adviser: Commercial & Personal | Lynnwood, Pretoria, Gauteng | Permanent
Category:
Advisers
Job Level:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:
PSG Financial Services
Posted on:
31 Jul 2025
Reference Number:

JOB DESCRIPTION:

• The Adviser will be responsible for the Management of an allocated client base
• Client face to face meetings
• Liaising and providing feedback to clients
• Handling client queries
• Handling of incoming and outgoing calls
• Following up claims with the relevant departments
• Underwriting and managing client renewals
• Handle new application and quotations
• Arrange appointments with clients (on-site meetings)
• Maintain MyPractice system
• Manage Administrative Documentation (detailed records)
• Ensure FAIS Compliance
• Recording details and information on relevant systems
• Building of strong relations with colleagues and ensuring adherence to all processes
• Maintain Service level agreement deadlines
• Bridging the gap between the office and insurance companies
• Maintaining a good working relationship with Insurers
• Reporting
• Manage client retention
• Understanding policy wording and various products

SKILL SETS REQUIRED:

• Grade 12
• NQF 4 Short-Term Insurance Certificate (150 credits)
• RE 5 Certificate
• 5 - 6 years short-term insurance experience in commercial and personal lines
• Minimum 5 years Personal Underwriting experience
• Minimum 3 Years Commercial Underwriting experience
• 2-4 Years experience working on Binder business
• DOFA confirmation from FSCA
• Fully computer literate (Microsoft office 365: Word, Excel and outlook)
• Good verbal and written communication skills
• Good negotiating skills
• Highly client-focused with good interpersonal skills
• Resilient with a good level of stress tolerance
• Problem solving and analysis
• Planning and organising
• Good administration, organization and planning skills
• Own transport and Valid Driver’s license

Please refer the Job description for details