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Broker/underwriter: commercial lines

Perth
PSG Wealth Menlyn
Broker
Posted: 1 August
Offer description

Designation: Broker/Underwriter: Commercial Lines | Durbanville Western Cape | Permanent
Category: Advisers
Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by: PSG Financial Services
Posted on: 25 Mar 2025
Reference Number: POS39593
Closing date: 31-Jul-2025
Position Type: Permanent
Location: Durbanville Oxford Street
Overview
VACANCY | BROKER/UNDERWRITER: COMMERCIAL LINES | DURBANVILLE, 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. The individual will also be responsible for servicing and selling of short-term commercial insurance products.
Responsibilities
Client face to face meetings if necessary at the Office
Liasing and providing feedback to clients of underwriting progress.
Handling client queries
Underwriting Management: the daily underwriting process preparing Renewals, Sourcing acceptance terms
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
Relevant work experience in Short term insurance – Commercial and personal lines
Quotations for clients
Follow up on lead
Help building a client base
Policy renewals
Advising clients on their short-term insurance needs
Minimum Requirements
Grade 12/Matric AND NQF Level 4/5 Certificate in Short term insurance (essential)
DOFA confirmation from FSCA (essential)
Regulatory examination RE5 successfully completed (essential)
3- 5 years relevant work experience in Short term insurance – Commercial lines (essential)
Fully computer literate (Microsoft Office 365: Word, Excel and Outlook)
Good verbal and written communication skills
Good negotiating skills
Strong sales and marketing experience
Own transport
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
Teamwork
Highly client-focused with good interpersonal skills
Resilient with a good level of stress tolerance
Analysing Problems and providing Solutions
Structured Approach
How To Apply
Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 31 July 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.
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