Administration Manager: Underwriting Administrator

2 weeks ago


Cape Town, South Africa Momentum Corporate Full time

**Introduction**

**Role Purpose**

Responsible for the planning, management and control of the underwriting administration department through
operational execution of the client service strategy to ensure effective and consistent client experience.

**Requirements**:

- Matric or equivalent
- 6 - 8 years' experience in the financial services industry
- 2 - 3 years people management experience

**Duties & Responsibilities**

**INTERNAL PROCESS**
- Identify and fix process inefficiencies.
- Identify system inefficiencies and drive the resolution process with other internal stakeholders.
- Establish productive operational relationships with key stakeholders in the various channels and administrative teams.
- Manage the implementation of standard/customised operating procedures, quality and service standards related to the applicable client service solution.
- Monitor and evaluate operational processes for quality and effectiveness and make adjustments as required.
- Manage a comprehensive underwriting client service function, ensuring timeous and accurate service delivery.
- Workflow management: Daily workflow management and effective resource planning.
- Problems identified & resolved. Service Level Agreements adherence and production
statistics.
Reporting: Deliver quality and meaningful reports on client service within agreed time frames.
- Identify and report new trends in the market.
- Identification and reporting of system related problems.
- Review performance target in line with business objectives and realities to ensure optimal performance is maintained.

**CLIENT**
- Customer engagement/retention: Engagement/retention of clients within current portfolio.
- External Customer Satisfaction: Effective and consistent service delivery and support to external clients in line with company values and TCF principles.
- Internal Collaboration: Effective and consistent service delivery and support to all internal clients.
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
- Define service practices which build rewarding relationships, encourage innovation and allow others to provide exceptional client service.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

**PEOPLE**
- Create a positive work climate and culture.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and MMH values.
- Advise on and support all people practices (e.g. Workforce Planning, Talent Acquisition and Management, Performance excellence, Reward and talent retention etc) to ensure continuous improvement and drive strategy execution.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved
- Encourage innovation, change agility and collaboration within the team Support the building of the team’s capability in order to ensure that the team is equipped to strategically partner with business and provide leading solutions.

**FINANCE**
- Implement sound financial controlsand monitor and manageexpenditure relative to budget
- Take responsibility for theunlocking of operationalefficiencies
- Manage high risk and problematicfinancial issues in area ofaccountability and contribute tothe development of policy.
- Implement and provide feedbackon the effectiveness of financial policy, practice and procedures: preventing illegal, unethical and improper conduct
- Implement risk management, governance and compliance policies in own practice area
- Manage governance and risk exposure liability.

**Competencies**
- Sense of urgency
- Analytical thinking
- Commercial thinking and business acumen
- Presentation and facilitation skills
- Influencing
- Planning and Organising
- Interpersonal Relationships



  • Cape Town, South Africa Momentum Corporate Full time

    **Introduction** **Role Purpose** The senior underwriting administrator will act as the liaison between the underwriter and the client by communicating medical decisions, checking and resolving client queries, arranging fastlane service and completing documents to enable the underwriting process. **Requirements**: - Grade 12 (NQF Level 4) - 5 Years’...


  • Cape Town, Western Cape, South Africa Measured Ability Full time

    Minimum Requirements:Intermediary MS Office, especially Excel, Word and Microsoft Outlook skills.2 years relevant life insurance policy medical underwriting experience.A tertiary qualification in the medical field would be advantageous.Responsibilities:To extract the day's underwriting cases and to accurately process all underwriting cases within the SLA...


  • Cape Town, South Africa Momentum Corporate Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...


  • Cape Town, South Africa Momentum Corporate Full time

    **Introduction** **Role Purpose** The underwriting administrator will act as the liaison between the underwriter and the client by communicating decisions, resolving client queries, arranging Fast lane service and completing documents to enable the underwriting process. **Requirements**: - Matric - 1 year experience in a financial service administration...


  • Cape Town, South Africa ooba Full time

    We are looking for an experience Claims and Underwriting Administrator to join our Insurance Policy Administration team. This role will be based at our Head Office in Cape Town. **Responsibillities**: - Accepts claims from clients, brokerage or related third party - Captures new business policies - Endorsements, Amendments and Renewal of policies -...

  • Junior Administrator

    3 weeks ago


    Cape Town, South Africa Approach Administration Full time

    We are based in Southern Suburbs (Westlake Business Park) and looking for an administrator to join our team. Experience can be an advantage but the right person that trainable and keen to learn is more important. Approach Administration is an administrative office that assists financial planners. We are a close and smallish team of 9 people - minimum 3-5...

  • Junior Underwriter

    2 weeks ago


    Cape Town, South Africa PSG Konsult Full time

    **Job description**: To provide underwriting assistance to the Advisers. The position will focus on commercial lines. **Responsibilities**: - Capturing of underwriting data and sending quote schedules to brokers - Capturing of underwriting data and sending quote schedules to request reinsurance - Do Commercial Lines underwriting as per underwriting...


  • Cape Town, South Africa Jenrec Pty Ltd Full time

    We're Hiring: Commercial Underwriter Join a reputable and growing short-term insurance brokerage in the East Rand! We’re seeking an experienced Commercial Underwriter to enhance a dynamic team. About the Role: As a Commercial Underwriter, you will: - Underwrite a range of products including personal lines, commercial lines, engineering, liability, and...


  • Cape Town, Western Cape, South Africa Measured Ability Full time

    Job Summary:We are seeking a highly skilled Medical Underwriting Administrator to join our team at Measured Ability.To accurately process all underwriting cases within the agreed Service Level Agreement (SLA) of 24 to 48 hours.Contact potential clients for tele-underwriting and make decisions based on the SwissRe underwriting manual within the stipulated...

  • Underwriter

    2 weeks ago


    Cape Town, South Africa Yazoo Recruitment Specialists Full time

    Underwriters with either Corporate / Commercial or Personal Lines Underwriting experience (minimum 3 years), preferably within a Broker environment, required to start asap with a national Financial Service Provider. Positions available in Cape Town, Bedfordview and Port Elizabeth. Minimum requirements: - Matric - Relevant Insurance related qualification -...


  • Cape Town, South Africa Yazoo Recruitment Specialists Full time

    Commercial Underwriter with minimum 3 years’ Short Term Commercial Underwriting experience, preferably within a Broker environment, required to start asap with this national Financial Service Provider. Positions available in Cape Town. : - Matric - Relevant Insurance related qualification - FAIS & RE essential - Minimum 3 years’ experience in a short...

  • Underwriting Manager

    2 weeks ago


    Cape Town, South Africa Yazoo Recruitment Specialists Full time

    Underwriting Manager (Personal Lines Insurance) with minimum 3 years’ relevant management experience required to head up the PL Underwriting Department of this national FSP. Minimum Requirements: - FAIS Compliant - 8 years Personal Lines underwriting experience - 3 years management experience in managing a personal lines underwriting team - Brokerage...


  • Cape Town, Western Cape, South Africa Howland Recruiting Full time

    Job SummaryWe are seeking a skilled Senior Underwriting and Brokerage Specialist to join our team at Howland Recruiting. As a key member of our insurance department, you will be responsible for handling portfolios for both commercial and domestic clients.Your primary focus will be on underwriting, ensuring that we offer the best possible rates and discounts...


  • Cape Town, Western Cape, South Africa Santam Insurance Full time

    Santam is looking for a passionate and energetic individual for a position as Underwriting Analyst who will be based in Tygerpark, Bellville. This exciting opportunity is available within Santam RE: Underwriting and Pricing.WHAT WILL YOU DOThe Reinsurance Underwriting Analyst is responsible for assisting the Reinsurance Underwriter in underwriting and...


  • Cape Town, Western Cape, South Africa Ultimate Search Consultants Full time

    Santam Operations, Commercial Contact Centre offers exciting career opportunities for experienced insurance professionals in Cape Town, Bellville. As an Insurance Consultant, you will provide end-to-end service and support to brokers.Key ResponsibilitiesProvide telephonic/email support to intermediaries and broker services;Handle general insurance and...


  • Cape Town, Western Cape, South Africa PPS Recruitment Full time

    Job DescriptionWe are seeking an experienced Senior Life Underwriter to join our team at PPS Recruitment. As a key member of our underwriting department, you will be responsible for assessing and managing risk associated with life, disability, critical illness, and income protection policies.Key Responsibilities:Underwrite life, disability, critical illness,...


  • Cape Town, Western Cape, South Africa Santam Insurance Full time

    A position has become available within Santam Marine for an Underwriting Clerk and will be based in Cape Town.What will make you successful in this role?Underwrite and manage a portfolio of existing and new business, which may be complex in nature, including all tasks associated therewith but not limited to Underwriting Governance which includes detailed...


  • Cape Town, Western Cape, South Africa Exclusively Remote Full time

    About Exclusively RemoteWe are an innovative company that offers Administrative Assistant for Insurance services on an exclusively remote basis. Our ideal candidate will be highly organized, tech-savvy, and detail-oriented, with experience in insurance administration.Main Responsibilities:Handle customer inquiries and ensure smooth application...


  • Cape Town, South Africa Yazoo Recruitment Specialists Full time

    Personal Lines Underwriter with minimum 3 years’ experience, required for a national Financial Service Provider based in Cape Town City Bowl. - Grade 12 essential - FAIS and RE certification essential - Minimum 2 years’ PL underwriting experience essential - Minimum 2 years’ experience in a client servicing role essential - PL underwriting of new and...


  • Cape Town, South Africa Yazoo Recruitment Specialists Full time

    Personal Lines Underwriter with minimum 2 years’ experience, preferably in a Broker environment, required for a national Brokerage based in Cape Town City Bowl. Minimum requirements: - Grade 12 essential - FAIS and RE certification essential - Minimum 2 years’ PL underwriting experience essential - CIMS exp highly advantageous - Experience in a Broker...