Underwriting Consultant: Commercial Lines | Mossel Bay, Western Cape | Permanent

PSG Wealth Menlyn; Mossel Bay; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services firm in Mossel Bay seeks an Underwriting Consultant specializing in commercial lines. The role involves providing underwriting assistance, managing portfolios, and ensuring client satisfaction. Candidates should have a Grade 12, NQF Level 4 qualification, and 5-7 years of experience in short-term insurance. Strong communication and administrative skills are essential. The position is permanent, with applications accepted until 7 August 2025.

Qualifications

• Minimum of 5-7 years' experience in commercial lines.
• DOFA confirmation from FSCA required.
• Resilient with a good level of stress tolerance.

Responsibilities

• Liaise with clients and advisers.
• Prepare quotations and issue new policies.
• Manage portfolio and maintain good working relationships.

Skills

Short-term insurance experience

Good verbal and written communication skills

Good administration skills

Planning and organising skills

Time management skills

Client focus

Interpersonal skills

Education

Grade 12

NQF Level 4 qualification

RE5 certification

Job description

Designation: Underwriting Consultant: Commercial Lines | Mossel Bay, Western Cape | 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: 30 Jun 2025

Reference Number: POS05306

Closing date: 07-Aug-2025

Position Type: Permanent

Location: Mossel Bay Meyer Street

Overview

VACANCY | UNDERWRITING CONSULTANT: COMMERCIAL LINES | MOSSEL BAY, WESTERN CAPE | 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

To provide underwriting assistance to the Advisers. The position will focus on commercial lines as well as personal lines business.

Responsibilities

• Liaising with clients and advisers
• Preparing quotations
• Issuing new policies, amendments renewals, and endorsements
• Portfolio Management
• Building and maintaining good working relationships with clients and internal stakeholders
• Recording details and information on the relevant systems
  
  

Skill sets required:

• Grade 12
• NQF Level 4 – Full qualification (short-term insurance) as set by regulation
• RE5 successfully completed
• A minimum of 5-7 years´ short-term insurance experience in commercial lines
• DOFA confirmation from FSCA
• Good verbal and written communication skills
• Good administration skills
• Planning and organising skills
• Time management skills
• Resilient with a good level of stress tolerance
• Highly client focused with good interpersonal skills
  
  

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 7 August 2025. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.