Sanlam

Underwriting Assistant

Sanlam

full-time

Posted on:

Location Type: Office

Location: Sandton • South Africa

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About the role

  • Underwriting Assistance
  • Draw monthly renewal list
  • Check claims experience
  • Send out renewal invitations / reminders
  • Follow up on invitations / renewals and secondary follow ups on new business
  • Assist with the administrative underwriting duties
  • Attend to all system processing related functions within the underwriting area
  • Policy Administration Data capturing of policy schedules and all related documentation e.g., endorsements and facultative slips
  • 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
  • Provision of telephonic backup and answering services to the division
  • Handle credit control queries and errors
  • Continuously monitor quality and accuracy of the documents and KIT records produced by the system
  • Prepare for and attend meetings if and when required
  • General Administration Handling accounts queries
  • Drawing of standard reports if and when required
  • Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures
  • Liaison with Santam finance department and brokers to resolve credit control issues and accounts issues
  • Attend to the typing of general correspondence if and when necessary, such as endorsements and cover letters

Requirements

  • Matric
  • Insurance related qualification or current studies a preference
  • Insurance related experience a preference (1-2 years)
  • RE5
  • Basic Administrative Underwriting Knowledge
  • Computer Literacy
  • Good Typing Skills
  • Negotiation and conflict resolution skills
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
underwriting assistancepolicy administrationdata capturingclaims experiencecredit controlreport drawingadministrative underwriting knowledgecomputer literacytyping skills
Soft Skills
client liaisonnegotiation skillsconflict resolution skillsquality monitoringorganizational skills
Certifications
MatricRE5