Claims Consultant: Commercial & Personal Lines | Pretoria, Gauteng | Permanent

PSG Wealth Menlyn; Pretoria; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services provider in Pretoria is seeking a Claims Consultant for commercial and personal lines claims. The ideal candidate should have extensive claims experience, a thorough understanding of insurance policies, and excellent communication skills. Responsibilities include managing claims, liaising with clients, and ensuring efficient service delivery. This permanent position requires a commitment to empathy and client satisfaction.

Qualifications

• 5-6 years relevant work experience in Short term insurance.
• Minimum 5 Years Claims experience.
• Minimum 3 Years commercial claims experience.

Responsibilities

• Provide administrative assistance for commercial and personal lines claims.
• Liaise with clients regarding claims requirements.
• Manage client retention and handle client queries.

Skills

Empathy

Integrity

Attention to detail

Good verbal and written communication skills

Strong Product knowledge

Education

Grade 12/Matric

NQF Level 4 Full qualification (Short term insurance)

Regulatory examination RE5 successfully completed

Tools

Microsoft Office 365

Job description

Designation: Claims Consultant: Commercial & Personal Lines | Pretoria, Gauteng | Permanent

Category: Administration and Operations

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: POS37673

Closing date: 13-Aug-2025

Position Type: Permanent

Location: Faerie Glen 296 Glenwood Road

Overview

VACANCY | CLAIMS CONSULTANT: COMMERCIAL & PERSONAL LINES | PRETORIA, GAUTENG | 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 Claims Consultant will be responsible to provide administrative assistance and support for all commercial and personal lines claims.

Responsibilities

• Liaising with Clients with regards to Claim requirements
• Client face to face meetings
• Checking of Cover vs Claim and checking Merits accordingly
• Register and Manage Claims on Broker Admin platforms and Direct
• Handling client queries
• Claims Management: the daily claims process from capturing received claims to processing and closing claim.
• Registering claims
• Appointing assessors
• Paying invoices
• Drawing up settlements
• Salvage upliftment.
• Following up 3rd party claims
• Recording details and information on relevant systems.
• Building and maintaining good working relationships with clients and internal stakeholders.
• 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
• Continual feedback to clients via Telephone, Emails and WhatsApp’s as per client preference and work with a sense of urgency to always expedite closure
• Building of strong relations with colleagues and ensuring adherence to all processes
• Advising on amendments to existing policies after claim
• Record keeping on the CRM system and internal Claims systems
  
  

Minimum Requirements:

• Grade 12/Matric
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• NQF Level 4 Full qualification (Short term insurance)
• Regulatory examination RE5 successfully completed.
• 5-6 years relevant work experience in Short term insurance
• Minimum 5 Years Claims experience.
• Minimum 3 Years commercial claims experience
• Working on binder claims for minimum 3 years
  
  

Skillset Required:

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organising skills.
• Problem solving and analysis
• Time management skills
• Good negotiation skills
• Strong work ethic, able to work with high volumes of pressure
• Highly client focused with good interpersonal skills. (Customer Service)
• Teamwork
• High stress tolerance and resilience
• Passion for adding value to clients through superior service levels
• Strong Product knowledge
  
  

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 13 August 2025

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.