Underwriter: Accident and Health – Sanlam

Underwriting / Renewal Invitations and Reminders

•    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 risk evaluation and assessment, coverage analysis, pricing and wording negotiations within underwriting authority.
•    Refer and acquire sign-off relating to matters falling outside of own authority, in accordance with authority matrix.
•    Draw monthly renewal list.
•    Analyse claims experience.
•    Send out renewal invitations / reminders.
•    Follow up on invitations / renewals and secondary follow up’s on new business.

Marketing

•    Visit brokers to discuss renewals and new business with a focus to build relationships and develop market presence.
•    Feedback on market intelligence.
•    Broker/Client Product Specific Training and Presentations

Client Liaison (Internal and External)

•    Respond to queries and resolve to the satisfaction of the affected parties within the scope of authority and / or responsibility.
•    Prepare for and attend meetings if and when required.

Financial

•    Meet budget responsibility for a book of business.
•    Monitor renewals, lapsed policies and new business with monthly report back.

Strategic Input

•    Provide strategic input for relevant business area if and when required.

General Administration

•    Draw standard reports if and when required
•    Handle accounts queries.
•    Assist with outstanding claims assessment.
•    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.

Qualification and Experience

•    Matric
•    Insurance related  qualification or current studies a preference
•    FAIS compliant
•    PST Certified
•    3 years Underwriting Knowledge / Experience (This is not a trainee position and A&H or related product knowledge a preference.)
•    Facultative Reinsurance Experience

Knowledge and Skills

Profitable Underwriting
Client service (complaints/queries/ investigations/advice)
Coaching, training and quality management
Reporting and adhoc meetings

Personal Attributes

Decision quality – Contributing independently
Persuades – Contributing independently
Action orientated – Contributing independently
Business insight – Contributing independently

More Information

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