Commercial Underwriting Consultant - Johannesburg, South Africa - PSG Wealth Financial Planning

PSG Wealth Financial Planning
PSG Wealth Financial Planning
Verified Company
Johannesburg, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

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

Skill sets required:

  • Grade 1
  • Fully computer literate (MS Word, Excel, and Outlook)


  • NQF Level

  • Full qualification (shortterm insurance) as set by regulation or studying towards
  • Regulatory examination 1 (Representatives) RE5 successfully completed
  • A minimum of 2 years shortterm 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


Experience:


  • Short term Insurance: 7 years (preferred)

Language:


  • Afrikaans (preferred)

License/Certification:

  • RE5 (required)
  • NQF 4 in Short Term Insurance (required)
  • COB in Commercial Lines (required)

Ability to Relocate:

  • Johannesburg, Gauteng: Relocate before starting work (preferred)
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