Underwriter and Claims Administrator | Plettenberg, Western Cape | Permanent

PSG Wealth Menlyn; George; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services company in Plettenberg Bay is seeking an experienced Underwriter and Claims Administrator. The ideal candidate will support advisers with underwriting and claims across commercial and personal lines, requiring a minimum of 5 years experience in both claims and underwriting. Proficiency in Microsoft Office is essential, along with strong communication and problem-solving skills. This is a permanent position with responsibilities that include client interaction and maintaining relationships with insurers.

Qualifications

• Minimum 5 years personal and commercial lines claims experience.
• Minimum 5 years commercial and personal underwriting experience.
• Fully computer literate in Word, Excel, and Outlook.

Responsibilities

• Provide underwriting & claims assistance to Advisers.
• Handle client queries and record relevant details.
• Build and maintain good working relationships with clients.

Skills

Empathy

Integrity

Attention to detail

Good verbal and written communication skills

Problem solving

Teamwork

Education

Grade 12/Matric

NQF Level 4 Certificate in Short term insurance

Regulatory examination RE5

Tools

Microsoft Office 365

Job description

Overview

VACANCY | UNDERWRITER AND CLAIMS ADMINISTRATOR | PLETTENBERG BAY, WESTERN CAPE | PERMANENT

PSG's 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 & Claims assistance to the Advisers. The position will focus on commercial and personal Lines.

Responsibilities

• Client face to face meetings if necessary, at the Office
• Liaising and providing feedback to clients of underwriting progress
• Handling client queries
• 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
• Understanding policy wording and various products
• Relevant work experience in short term insurance – Commercial and personal lines
• Claims processing

Minimum Requirements

• Grade 12/Matric
• Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
• NQF Level 4 Certificate in Short term insurance
• Regulatory examination RE5 successfully completed
• Minimum 5 Years Personal and Commercial Lines Claims experience
• Minimum 5 Year Commercial and Personal Underwriting experience
• Must have own transport/be able to get to the office

Competencies Required

• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently
• Good verbal and written communication skills
• Good administration skills
• Excellent planning and organizing skills
• Problem solving and analysis
• Time management skills
• Good negotiation skills
• Strong work ethic, able to work with high volumes of pressure
• Highly focused client with good interpersonal skills. (Customer Service)
• Teamwork

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 22 September 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.