Underwriting Assistant

3 weeks ago

Johannesburg, South Africa Santam Full time

What will you do?

Santam has a career opportunity for an Underwriting Assistant who will be Johannesburg based in the SHA-Digital Distribution department.

What will you do ?

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.
Knowledge and Skills

Administrative Skills
Analysis and Judgement
Attention to Detail
Client Orientation
Communication Skills
Follow Up
Initiative
Interpersonal Skills
Organisational Awareness
Planning and Organising
Teamwork
Basic Administrative Underwriting Knowledge
Numeracy
Tolerance for handling high pressure work environment
Computer Literacy
Good Typing Skills
Negotiation and conflict resolution skills Qualification

Matric
Insurance related qualification or current studies a preference

Our commitment to transformation

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

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