Senior Commercial Underwriter-1 at Old Mutual South Africa

Job Description

• Provide quality sales service and technical underwriting expertise that results in the production of business from new and existing sources which contributes to the profitability and growth of the company. Manage the end-to-end customer experience for retention of existing business and gaining new business by providing first line support by understanding and responding to client needs and resolution of queries.

Provide quality sales service and technical underwriting expertise that results in the production of business from new and existing sources with a clear focus on growth, profitability, efficiency and customer satisfaction .

• Able to operate in an inbound and outbound telephonic sales process.
• Conduct a comprehensive risk evaluation for the clients – and solution recommendation framework.
• Provide solutions to clients by selling short term products aligned to their needs.
• Identify cross & up selling opportunities across all products.
• Sell according to agreed targets for the day, week and month.
• Quotes, prices and underwrites new policies and endorsements within mandate.
• Engage with customers to manage conversion of large and complex quotes.
• Works with the team to provide solutions for customers in order to increase profitability and growth.
• Provide technical underwriting expertise to address technical enquiries.
• Maintain an agreed quote volumes.
• Maintain an agreed quote to sales ratio.
• Maintain an agreed NTU – and Cancellation ratio.
• Perform after sales service tasks according to allocated portfolio of customers.
• Monitor and resolve escalated client queries and complaints timeously.
• Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
• Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
• Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
• Quality of work meets the defined quality performance standards – also implement any quality assurance within agreed timelines.
• Manage time and workloads to ensure that deadlines and targets are met.

Minimum Requirements

• Grade 12
• Appropriate Insurance – or Tertiary qualification
• FAIS Compliant in non-life commercial product category.
• 2 – 3 years’ experience in commercial underwriting (preferably in a technical /team leader role).
• 3 – 5 years’ experience in call centre/sales environment would be advantageous

Closing Date: 11th, March 2022