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  • Posted: Nov 4, 2021
    Deadline: Not specified
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  • Santam Limited is the largest short-term insurer in South Africa, with a market share in excess of 22%, providing short-term insurance products through broker networks and direct sales channels. The company was established in 1918 and offers personal, commercial, and corporate insurance solutions. Santam is a subsidiary of Sanlam Limited and has been listed ...
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    Underwriting Assistant - Digital Distribution

    What will make you successful in this role?

    Underwriting Assistance

    • Generate monthly renewal lists for SME Digital Business

    • Ensure the renewal reports are updated timeously.

    • Proactively ensure that the renewal process is followed in terms of:

    • Distributing renewal invitations via the respective communication tools (mailchimp etc.)

    • Follow up on invitations / renewals and secondary follow up’s on new business.

    • Assist with the administrative underwriting duties.

    • Attend to all system processing related functions within the underwriting area.

    Policy Administration (Digital)

    • Data capturing of any manually created policy schedules and all related documentation including endorsements.

    • All administration related to policies including raising invoices and credit control follow ups.

    • Drawing of standard reports if and when required.

    • Assist with new user creation on PU

    • Test new functionality on PU

    • Update of content on PU where required

    • Creating new users in Pocket Underwriter

    Digital Client Liaison

    • Respond to queries and resolve to the satisfaction of the affected parties within the scope of authority and / or responsibility.

    • Provision of telephonic backup and answering services to the digital distribution division.

    • Manage broker queries on the usage of the Pocket Underwriter

    • Handle credit control queries and errors

    • Assist with the administrative process of moving risks into the digital platform

    • Continuously monitor quality and accuracy of the documents and KIT records produced by the system

    • Get involved in ongoing system testing

    General Administration

    • Liaison with Santam finance department and brokers to resolve credit control issues and accounts issues.

    • Drawing of standard reports if and when required.

    • Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures.

    • Attend to the typing of general correspondence if and when necessary such as endorsements and cover letters.

    The underwriting assistant in this area also has the opportunity to learn the backend of the Pocket Underwriter to continuously improve the user experience of each broker.

    Qualification and Experience

    • Matric

    • Insurance related qualification or current studies a preference

    Knowledge and Skills

    • Basic Administrative Underwriting Knowledge

    • Numeracy

    • Tolerance for handling high pressure work environment

    • Computer Literacy

    • Good Typing Skills

    • Negotiation and conflict resolution skillsAdministrative Skills

    • Analysis and Judgement

    • Attention to Detail

    • Client Orientation

    • Communication Skills

    • Follow Up

    • Initiative

    • Interpersonal Skills

    •  Organisational Awareness

    • Planning and Organising

    • Teamwork

    Who are we:

    Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company, and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

    Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

    At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

    Method of Application

    Interested and qualified? Go to Santam Insurance on careers.sanlamcloud.co.za to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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