• Posted: September 9, 2019
    Deadline: Not specified
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  • Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilful ...
    Read more about this company

    Liaison / Marketing Underwriter

    Market Sanlam Individual Life’s Underwriting philosophy to Intermediaries. Liaise with Brokers w.r.t. large cases submitted by them.
    What will you do?

    • Management of a defined portfolio / area.
    • Underwriting of high level and complicated cases.
    • Underwriting of occupational and part-time activities.
    • Regular visits to regional Sales offices.
    • Relationship building with Sales Management teams.
    • Presentation and facilitation of relevant Underwriting issues.
    • Networking and interaction with other industry players in the market.
    • Liaise with Brokers in respect of large cases and other queries.
    • Assist in pre-underwriting.
    • Conduct and undertake complex case reviews as and when required.
    • Provide coaching and mentoring where required.
    • Give feedback on referred cases during regional visits.

    What will make you successful in this role?


    • Grade 12 with Biology / Life science; Mathematics and/or Accountancy as subject.
    • Any tertiary financial qualification is a recommendation.


    • 3 years Liaison / Marketing Underwriting experience
    • Underwriting experience of at least 5 years

    Knowledge And Skills

    • Underwriting processes
    • Application of underwriting- and re-insurance policy
    • Good understand of medical terminology (anatomy and physiology)
    • Knowledge of origin and prognosis of medical conditions
    • Computer literate and use of relevant Underwriting software/programs
    • In-depth knowledge and understanding of Financial Statements and Questionnaires
    • Knowledge of financial underwriting and business insurance

    Personal qualities and competencies

    • Communication / Presentation skills (fully bilingual: English & Afrikaans)
    • Analytical Thinking
    • Treating Customers Fairly
    • Decision Making
    • Negotiations
    • Relationship building / Influencing / Gaining commitment
    • Team success

    Method of Application

    Interested and qualified? Go to Sanlam on careers.sanlamcloud.co.za to apply
  • Send your application

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