Policy Underwriter

4 days ago


Pretoria, Gauteng, South Africa Sanlam Limited Full time
What You Will Do

In this role, you will be responsible for delivering excellent customer service to our intermediary partners, ensuring seamless transactions and building strong relationships. Your expertise will be utilised to provide tailored solutions to meet clients' needs.


Key Tasks:
  • To service brokers' requests efficiently, including handling inquiries promptly.
  • To provide top-notch telephone and email support to intermediaries, their representatives, and other stakeholders.
  • To address insurance-related queries, both general and specific to policies.
  • To process new policy issuances, manage existing policies, handle renewals, and assist with agricultural policies.
  • To resolve any insurance-related issues within specified deadlines and adhere to regulatory requirements.
  • To perform follow-up activities with clients whose policies have been cancelled, aiming to retain them as customers.
  • To adjust premiums according to updates in asset values.
  • To set realistic expectations regarding response times and manage client communication effectively.
  • To comply with established underwriting criteria and regional regulations.
  • To profile clients with suitable products and underwriting guidelines.
  • To advise brokers on optimal coverage and product choices.
  • To contribute to improving processes by suggesting innovative solutions.
  • To assume responsibility for covering colleagues' tasks during absences or peak periods.


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