Liaison Underwriter: JG: 11 at Sanlam Group

Purpose of the role

To market Sanlam Individual Life’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?

• 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 R10m and higher, business insurance, Sickness and Income protector of R100 000pm 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. 

Qualification

• Grade 12 with Biology / Life science;  Mathematics, Accountancy / Financial accountancy as subject.
• Any tertiary qualification will be beneficial.
• Good track record in medical and financial underwriting
• Ability to do underwriting presentations to groups

Experience

• Relevant Medical and Financial Underwriting experience of at least 7 years
• Relevant experience within the Life Industry and insurance products
• Previous experience of dealing directly with brokers/advisors and resolution of complex and large cases will be beneficial.
• Authority limits of R10 million plus.

Knowledge and skills

• 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

Sanlam core competencies

• Being resilient
• Collaborates
• Cultivates Innovation
• Customer Focus
• Drives results

Personal qualities

• Excellent verbal and written communication and presentation skills
• Critical thinking skills
• Relationship building / Influencing / gaining commitment
• Negotiation skills
• Decision Quality
• Team success
•  Attention to detail
• Ability to work independently, accurately and timeously