Underwriting Assistant

2 months ago

Sandton, South Africa Sanlam Full time

**What will you do?**
- We have an exciting opportunity for an Underwriting Assistant within SHA Risk Specialists.**What will make you successful in this role?**

**Key responsibilities include**:
**Underwriting Assistance**:

- Generate monthly renewal lists for SME Digital Business
- Ensure the renewal reports are updated timeously.
- Proactively ensure that the renewal process is followed in terms of:

- Distributing renewal invitations via the respective communication tools (mailchimp etc.)
- Follow up on invitations / renewals and secondary follow up’s on new business.
- Assist with the administrative underwriting duties.
- Attend to all system processing related functions within the underwriting area.

**Policy Administration (Digital)**:

- Data capturing of any manually created policy schedules and all related documentation including endorsements.
- All administration related to policies including raising invoices and credit control follow ups.

**Digital Specific Admin**:

- Drawing of standard reports if and when required.
- Assist with new user creation on PU
- Test new functionality on PU
- Update of content on PU where required
- Creating new users in Pocket Underwriter.

**Digital Client Liaison**:

- 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
- Get involved in ongoing system testing

**General Administration**:

- Liaison with Santam finance department and brokers to resolve credit control issues and accounts issues.
- Drawing of standard reports if and when required.
- 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 area also has the opportunity to learn the backend of the Pocket Underwriter to continuously improve the user experience of each broker.

**Qualifications & Experience**
- Matric
- RE5 preferable
- Degree preferable
- Insurance related qualification or current studies a preference
- 2-3 Years working experience within financial services

**Skills**
- Basic Administrative Underwriting Knowledge
- 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

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