Sanlam Group
What will you do?
This is a specialist position that reports directly to Operations Manager: Underwriting. The role is accountable for the assessment and execution of a compliant and effective medical underwriting function in telephonic support of mainly sales from a medical underwriting perspective, but it includes support to claims and service functions.
Key responsibilities include:
Assess and execute medical underwriting to support:
Telephonic support for sales (main function)
Review of referred underwriting quotes;
Facilitating communication of medical declines to clients;
Quality Assurance
Client policy amendments with underwriting changes/impact (Servicing)
Claims process
What will make you successful in this role?
Qualification & experience
Grade 12 and preferably nursing or business or commerce degree/diploma
Experience in financial distribution sales and servicing, specifically in a call centre environment
Experience in processing of new business in a life insurance
2-3 years medical underwriting experience
Nursing or medical background experience
Knowledge and skills
IT:
MS: Office (Excel, Word, PP, Outlook)
MIS
Business:
Financial services industry knowledge
Financial services product knowledge
Relevant regulatory legislation and compliance knowledge
Policy contracts governances, clauses, cover
Underwriting processes and guiding principles (advanced)
Medical/health assessment indicators and metrics
Call Centre and sales processes
Quality and Risk monitoring processes
Personal attributes
Cultivates Innovation
Client Focus
Drives Results
Collaborates
Flexibility and Adaptability
Decision quality
Communicates effectively
Financial Acumen
Plans and align
Qualification and Experience
Diploma with 4 to 5 years related experience.
Underwriting limit R500 000.
Knowledge and Skills
Profitable Underwriting
Client service (complaints/queries/ investigations/advice)
Quality management
Reporting and adhoc meetings
The closing date for applications is 25th March 2026.
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