Underwriting Consultant | Somerset West at PSG Konsult Ltd

Job description:

To provide underwriting 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 or studying towards
• Regulatory examination 1 (Representatives) RE5 successfully completed
• A minimum of 2 years short-term insurance experience
• 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

Recommended requirements:

• RE5
• NQF Level 4 Short Term insurance

Competencies required:

• Resilient
• Teamwork
• Client service orientation
• Attention to detail