Head: Underwriting & Claims ("U&C") at Sanlam

This is a senior management position that reports directly to CEO: MWL and serving on the EXCO. This role is accountable for co-creating, maintaining and executing the underwriting and claims philosophy/strategy, and ensuring best practices and processes within MWL.

Key Responsibilities Include

• Co-create and maintain the U&C philosophy strategy for MWL
• Create and enforce U&C best practices and processes in the business
• Form part of the EXCO team that takes collective accountability for the leadership of MWL including management and sustainability of the business
• Drive a values-based culture of high performance through present and courageous leadership ensuring that MWL is agile, and structured and set up correctly to function effectively and adequately resourced to meet goals/targets
• Enable sales with robust underwriting advice and support
• Manage claims assessments and processing and continually evaluate underwriting operations and practices
• Undertake required U&C reporting and forecasting
• Manage the U&C budget
• Stakeholder relationships
• People management (Team Leader)

What will make you successful in this role?
Qualification & Experience

• Grade 12 but a business or commerce degree/diploma is preferred
• 5 years+ experience in a direct selling operation (financial services)
• 5 years+ underwriting and claims experience
• Team management experience

Knowledge and skills

• MS: Office (Excel, Word, PP, Outlook)
• MIS
• Thought Express
• X Mind

Business

• Financial services industry knowledge
• Financial services product knowledge
• Relevant regulatory legislation and compliance knowledge
• Policy contracts governances, clauses, cover
• Business planning and strategy
• Claims and assessor principles, processes and governances
• Underwriting rules, questions, processes and guiding principles (advanced) specific to the Direct to client channel
• Client engagement processes
• Medical/health assessment indicators and metrics
• Call Centre and Sales processes
• MIS and Reporting
• Quality and Risk monitoring processes
• Budgets and Expense Management
• People Management
• Systems and Process maintenance
• Project Management

Qualification And Experience

• Degree with 10 to 15 years related experience.