Underwriter/Short Term Adviser: Commercial & Personal | Lynnwood, Pretoria, Gauteng | Permanent

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

Job summary

A financial services company in Pretoria is seeking an Underwriter/Short Term Adviser to manage client relationships and provide insurance solutions. The role requires strong interpersonal skills and significant experience in short-term insurance. The ideal candidate will have at least five years in personal underwriting and three years in commercial underwriting, along with necessary qualifications. This is a permanent position with applications due by 14 August 2025.

Qualifications

• 5 - 6 years short-term insurance experience in commercial and personal lines.
• Minimum 5 years Personal Underwriting experience.
• Minimum 3 Years Commercial Underwriting experience.

Responsibilities

• Manage an allocated client base and handle client face-to-face meetings.
• Providing feedback and handling client queries efficiently.
• Manage risk and maintain compliance with FAIS regulations.

Skills

Short-term insurance experience

Client-focused interpersonal skills

Good communication skills

Problem solving

Planning and organizing

Education

Grade 12

NQF 4 Short-Term Insurance Certificate

RE 5 Certificate

Tools

Microsoft Office 365

Job description

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: POS00502

Closing date: 14-Aug-2025

Position Type: Permanent

Location: Faerie Glen 296 Glenwood Road

Overview

VACANCY | UNDERWRITER/SHORT TERM ADVISER:COMMERCIAL & PERSONAL | LYNNWOOD, 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 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
  
  

Competencies required:

• Hard working
• Empathy
• Integrity
• Resilient
• Responsibility
• Attention to detail
• Ability to operate independently and in a team environment
• 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 14 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.