Underwriter: Digital Distribution

1 week ago


Sandton, South Africa Santam Insurance Full time

We have an exciting opportunity for an Underwriter: DD at SHA Risk Specialist.

What will make you successful in this role?
  • Quoting and dealing with queries from brokers on any referrals that arise out of the digital platform.
  • Managing administrative processes and accounts issues arising out of the use of the system.
  • Dealing with frequently asked questions.
  • Providing guidance to users (brokers) on the use of the system.
  • Building and managing profitable portfolios with the Pocket Underwriter system.
Marketing and sales
  • Calling on brokers with a view to discussing the range of digital products available through SHA.
  • Conducting presentations to brokers to deal with:
    • The benefits of the range of digital products
    • The differences between standard and digital products
    • Driving sales through the Pocket Underwriter.
Events and Training:
  • Training of brokers on the use of Evolution and EVO PI on the Pocket Underwriter.
  • Training of brokers on specialist covers.
  • Respond to queries and resolve to the satisfaction of the affected parties within the scope of authority and/or responsibility.
  • Provision of telephonic backup and answering services to the digital distribution division.
  • Manage broker queries on the usage of the Pocket Underwriter.
  • Handle credit control queries and errors.
  • Assist with the administrative process of moving risks into the digital platform.
  • Continuously monitor quality and accuracy of the documents and KIT records produced by the system.
  • Participating in ongoing system testing.
Qualifications & Experience
  • Minimum 3 years' experience in the insurance industry.
  • 3+ years of Underwriting experience or relevant professional liability experience.
  • Added experience with Liability, D&O, and A&H will be beneficial but not totally necessary as training will be provided.
  • Matric.
  • Appropriate tertiary qualification a preference.
  • RE 5 & FAIS Compliant preferred.
Competencies and skills
  • Administrative Skills.
  • Attention to Detail.
  • Client Orientation.
  • Communication Skills.
  • Initiative.
  • Teamwork.
  • Comfortable with social media.
  • Self-starting.
  • Strong sales and presentation skills.
  • Solid broker relationships.
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