Internship: Presales Underwriter at Discovery Limited

About the Job

Key Purpose

• To provide indicative underwriting decisions telephonically and via e-mail. To assist with underwriting administration whenever necessary

Areas of responsibility may include but are not limited to:

The successful applicant will be responsible for but not limited to the following job functions:

• Ensure correct risk rating is applied based on the information provided on the telephone call or via email
• Consult necessary guidelines to ensure correct risk rating is applied to potential new business
• Liaise with financial advisers and sales support staff regarding risk applied or policies that are deferred / declined.
• Attending to presales underwriting queries and escalated enquiries from brokers, Account Managers, Franchise Directors which would be telephonic, written and emailed.
• Dealing with underwriting queries and escalated queries from brokers, Account Managers, Franchise Directors to resolution.
• Administration duties relating to underwriting including queries received from New business via the work flow system

Personal Attributes and Skills

• Strong Relationships Skills.
• Deciding and initiating action
• Working with People
• Able to work unsupervised and to take initiative
• Adhering to Principles and Values
• Presenting and Communicating Information (verbal & written)
• Conflict handling
• Analytical skills
• Learning and Researching
• Delivering Results and Meeting Customer Expectations
• Following Instructions and Procedures
• Adapting and Responding to Change
• Coping with extreme pressure and setbacks
• Microsoft Office

Education:

• Matric / Grade 12 is essential.
• Nursing / medical related higher qualification (Post matric)

Knowledge:

• Medical background
• Underwriting procedures & guidelines (including medical, financial and vocational)