Job description:
The purpose of this position is to provide full underwriting and sales support to the broker consultants in the sales environment.

Responsibilities:
• Application of underwriting policy
• Compiling quotations on behalf of broker consultant
• Manage administrative documentation (detailed records)
• Build and maintain good working relationships
• Recording details of transactions
• Handling client enquiries (verbal and written)
• Maintaining service level agreement deadlines
• Technical insurance knowledge input and advice
• Identifying/optimising business opportunities from existing clients
• Ensure FAIS compliance
• Administration of welcome packs to new clients
• Manages client retention
• Organising of broker consultants’ diaries
• Client month-end summaries
• Reporting

Minimum Requirements:
• 150 NQF 4 credits
• FAIS compliant (Commercial & Personal Lines)
• Regulatory Exams Successfully completed (RE 5)
• Minimum of 1-3 years’ relevant commercial underwriting and/or sales support experience in the short-term insurance industry

Competencies:
• Interpersonal skills
• Negotiation skills
• Policy, product and systems knowledge
• Planning and organising skills
• Problem solving and analysis
• Computer literate
• Good communications skills (verbal and written)
• Team player
• Client focused
• Cross functional awareness

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.