Liaison / Marketing Underwriter at Sanlam Group

Purpose of the role

Market Sanlam Individual Life’s Underwriting philosophy to Intermediaries. iaise with Brokers w.r.t. large cases submitted by them.

What you will do:

• Management of a defined portfolio / area.
• Underwriting of high level and complicated cases.
• Underwriting of occupational and part-time activities.
• Regular visits to regional Sales offices.
• Relationship building with Sales Management teams.
• Presentation and facilitation of relevant Underwriting issues.
• Networking and interaction with other industry players in the market.
• Liaise with Brokers in respect of large cases and other queries.
• Assist in pre-underwriting.
• Conduct and undertake complex case reviews as and when required.
• Provide coaching and mentoring where required.
• Give feedback on referred cases during regional visits.

Qualification

• Grade 12 with Biology / Life science; Mathematics and/or Accountancy as subject.
• Any tertiary financial qualification is a recommendation.
   

Experience

• ±3 years relevant Liaison / Marketing Underwriting experience
• Underwriting experience of at least 5 years
   

Knowledge And Skills

• Underwriting processes
• Application of underwriting- and re-insurance policy
• Good understand of medical terminology (anatomy and physiology)
• Knowledge of origin and prognosis of medical conditions
• Computer literate and use of relevant Underwriting software/programs
• In-depth knowledge and understanding of Financial Statements and Questionnaires
• Knowledge of financial underwriting and business insurance
   

Personal qualities

• Communication / Presentation skills (fully bilingual: English & Afrikaans)
• Analytical / Critical Thinking
• Treating Customers Fairly
• Decision Making
• Negotiations
• Relationship building / Influencing / Gaining commitment
• Team success