Underwriting Consultant | Tzaneen, Limpopo | Permanent

Underwriting Consultant | Tzaneen, Limpopo | Permanent Login

Designation: Underwriting Consultant | Tzaneen, Limpopo | 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: 05 Nov 2026

Reference Number: POS408887

Closing date: 18-Nov-2026

Position Type: Permanent

Location: Tzaneen Short Term

Overview:

VACANCY| UNDERWRITING CONSULTANT | TZANEEN,LIMPOPO | PERMANENT

PSGs commitmentto transform and embrace diversity is what drives us to achieve a diverseworkplace with employment equity as a key goal to create an inclusiveworkforce. In achieving our employment equity goals, we give preference toapplicants from designated groups, and we encourage people with disability toapply.

To provideunderwriting and claims assistance, to the Advisers. The position will focus oncommercial and personal Lines. The role can be based in Levubu or Tzaneen.

Responsibilities:

• Daily task prioritizing
• Overseeing office WhatsAppline & office email inbox.
• Setting up monthly teammeetings, topical to New Business, Cancellations, Claims, Renewals andidentifying problem areas and solutioning with team and record keeping ofmeeting minutes.
• Maintaining E-signaturetemplates according to PSG/Insurer standardized documents.
• Supporting with complianceaudits to ensure any discrepancies are attended to and rectified.
• Commission reconciliationof new business/referrals and commission statements.
• Client visits along withadviser as required.
• Creating and maintainingclient asset registers where relevant.
• Preparing quotes accordingto PSG Summary Needs Analysis compiled with clients.
• Compiling quote summariesfor commercial policies and submitting quote requests to commercialinsurers.
• Preparing standard docssuch as PSG quote comparison relating to received quotes for adviser todiscuss with client.
• Processing acceptedquotes, preparing relevant onboarding documents.
• Ensuring compliancerequirements are met and supporting documents uploaded.
• Overseeing welcome packsand supporting documents are distributed timeously.
• Managing client folders inSharepoint.
• Updating renewal listsfollowing activation of policies.
• Retrieving relevantsupporting documents from clients according to insurer requirements,COC’s, LPG installation certificates, tracking device certificates etc.
• Overseeing policyamendment tasks are completed and correspondence uploaded.
• Attending to Insurerqueries and record keeping of correspondence to clients.
• Ensuring Policy changesare communicated to clients timeously.
• Facilitating insurersurveys with clients.
• Scheduling confirmation ofcover of client’s assets under finance contracts and distributing coc’s tofinance houses according to schedule.
• Processing andcommunicating cancellations accordingly.
• Ensuring unpaid premiumsare communicated to clients timeously and arranging alternative payments
• Dedicated claimsprocessing with efficiency, overseeing claims.
• Efficient record keepingof claim progress and correspondence to & from insurer/client/Serviceproviders.
• Obtaining relevant claimdocuments from various parties as required.
• Liaising with clients,assessors and service providers regarding claims.
• Attending to clientemergencies after hours.
• Adequate record keeping ofpolicies & renewal dates scheduling.
• Ensuring policy renewalpacks are distributed to clients two months before renewal dates.
• Ensuring clientappointments have been scheduled for renewals.
• Creating tasks andattending to policy amendments following renewal meeting
• Grade 12/Matric
• Fully computer literate(Microsoft Office 365: Word, Excel and Outlook)
• NQF Level 4 Certificate inShort term insurance (150 credits)
• RE 5 Certificate
• Minimum 5 years relevantpersonal lines underwriting experience in the short-term insuranceindustry (Commercial lines is an advantage)
• Fluent in written andspoken English and one other official South African language
• Own transport/be able tocommute to the office
• Empathy
• Integrity
• Resilient
• Responsibility
• Ability to operateindependently
• Good verbal and writtencommunication skills
• Excellent planning andorganizing skills
• Problem solving andanalysis
• Strong work ethic, able towork with high volumes of pressure
• Highly client focused withgood interpersonal skills. (Customer Service)
• Teamwork

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