Liaison/Marketing Underwriter: SRS: Middle Management: WC/Gauteng/KZN at Sanlam Group

About the Job

Purpose of the role

• To market Sanlam Risk & Savings’s Underwriting philosophy to Intermediaries, build relationships with the intermediary channels and liaise with the Intermediaries regarding large and complex cases. What will you do?

Outputs/Core Tasks:

• Manage a defined portfolio of financial advisors by building and maintaining collaborative working relationships with internal and external stakeholders.
• Primarily, but not limited to, underwriting of large cases with cover amounts of R15m and higher, business insurance, Sickness and Income Protector of R100 000 pm and higher, and complicated medical cases.
• Underwriting of occupational and part-time activities.
• Regular visits to regional offices to promote the Sanlam Underwriting philosophy.
• Relationship building with the SanlamConnect Management teams.
• Presentation, facilitation and resolving of relevant underwriting issues raised by Intermediaries and clients.
• Networking and interaction with other industry players in the market.
• Assist in pre-underwriting. Conduct and undertake complex case reviews, as and when required.
• Provide coaching and mentoring to the wider Underwriting team.
• Give feedback to stakeholders on referred cases during regional visits.
• Perform trend analysis on underwritten cases and communicate these to the relevant stakeholders.
• Provide support to the general Underwriting team when required.
• Provide training to Intermediaries. What will make you successful in this role?

Role requirements:
Qualifications:

• Grade 12 with Biology / Life Science, Mathematics, Accountancy / Financial Accountancy as subject.
• Any tertiary qualification will be beneficial.

Experience:

• At least 7 years relevant medical and financial underwriting experience.
• Good track record in medical and financial underwriting.
• Relevant experience within the Life industry and insurance products.
• Exposure to authority limits of R10 million plus.
• Previous experience of dealing directly with brokers or advisors and resolution of complex and large cases will be beneficial.

Knowledge:

• Knowledge of Life underwriting processes.
• Application of Life underwriting- and re-insurance policy.
• Good understanding of medical terminology (anatomy and physiology).
• Knowledge of origin and prognosis of medical conditions.
• In-depth knowledge and understanding of Financial Statements and Health Questionnaires.
• Knowledge of financial underwriting and business insurance within the Life insurance industry.

What will make you successful in the role?
Competencies:

• Communicates effectively
• Good presentation skills
• Decision quality
• Analytical thinking
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaboration
• Influencing and gaining commitment
• Negotiation skills
• Drives results
• Team success
• Independence
• Being resilient
• Computer skills Build a successful career with us