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Underwriting Assistant

4 months ago

Sandton, South Africa Sanlam Full time

What will you do?

  • We have an exciting opportunity for an
    Underwriting Assistant within our
    Financial Lines Underwriting Departments.
    What will make you successful in this role?

Key responsibilities include:

Underwriting Assistance:

  • Draw monthly renewal list.
  • Check claims experience.
  • Send out renewal invitations / reminders.
  • Follow up on invitations / renewals and secondary follow ups on new business.
  • Assist with the administrative underwriting duties.
  • Attend to all system processing related functions within the underwriting area.

Policy Administration:

  • Data capturing of policy schedules and all related documentation e.g., endorsements and facultative slips.
  • All administration related to policies including raising invoices etc.

Client Liaison (Internal and External):

  • Respond to queries and resolve to the satisfaction of the affected parties within the scope of authority and / or responsibility.
  • Support underwriters.
  • Provision of telephonic backup and answering services to the division.
  • Handle credit control queries and errors
  • Continuously monitor quality and accuracy of the documents and KIT records produced by the system
  • Prepare for and attend meetings if and when required.

General Administration:

  • Handling accounts queries.
  • Drawing of standard reports if and when required.
  • Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures.
  • Liaison with Santam finance department and brokers to resolve credit control issues and accounts issues.
  • Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures.
  • Attend to the typing of general correspondence if and when necessary, such as endorsements and cover letters.
  • The underwriting assistant in this role also has the opportunity to learn the backend of the Pocket Underwriter to continuously improve the user experience of each broker.

Qualifications & Experience

  • Matric
  • Insurance related qualification or current studies a preference
  • Insurance related experience a preference (12 years)
  • Basic Administrative Underwriting Knowledge
  • Excel and Word Proficient
  • Numeracy
  • Tolerance for handling high pressure work environment
  • Computer Literacy
  • Good Typing Skills
  • Negotiation and conflict resolution skills

Competencies

  • Administrative Skills
  • Analysis and Judgement
  • Attention to Detail
  • Client Orientation
  • Communication Skills
  • Follow Up
  • Initiative
  • Interpersonal Skills
  • Organisational Awareness
  • Planning and Organising
  • Teamwork