Sanlam Group
What will you do?
The role of the underwriter is to assess the risk of our clients based on their individual risk profile (this includes consideration of insurable interest, occupation, medical, financial, part-time activities & travel/territorial risk).
Core outputs:
Underwrite risk applications with respect to the client overall risk profile – taking into account previous &/or existing cover.
Underwrite & effectively manage communication on sub-standard cases.
Request underwriting requirements and/or limit requirements.
Placement of cases according to reassurance treaty and related guidelines.
Enhance & manage the customer experience through effective, clear & proactive communication &/or collaboration (both written & telephonic)
Stay up-to-date with industry trends, regulatory changes, and advancements in AI and analytics.
Continuously build expertise on underwriting process & technical skills/knowledge.
What will make you successful in this role?
Qualification:
Grade 12.
Relevant qualification will be an advantage.
Experience:
At least 3 years medical and/or financial underwriting experience.
Experience in underwriting processes will be an advantage.
Exposure to underwriting software/programs will be an advantage.
Exposure to the application of underwriting and re-insurance policy will be an advantage.
Exposure to financial underwriting and/or business insurance will be an advantage.
Knowledge:
Knowledge of prognosis of medical conditions.
Understand medical terminology (anatomy and physiology).
In-depth knowledge and understanding of financial statements and questionnaires.
Competencies:
Communicates effectively
Persuades
Business insight
Decision quality
Analytical thinking
Cultivates innovation
Plans and aligns
Concern for accuracy
Customer focus
Collaborates
Drives engagement
Team success
Being resilient
Tech savvy
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