Underwriting Assistant at Santam Insurance

What will make you successful in this role?

Key responsibilities include:
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.

Digital Specific Admin:

• 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.

Qualifications & Experience

• Matric
• RE5 preferable
• Degree preferable
• Insurance related qualification or current studies a preference
• 2-3 Years working experience within financial services