Underwriter: Digital Distribution
Sanlam
- Sandton, Johannesburg
- Permanent
- Full-time
- Ability to conduct risk analysis in respect casualty business (Liability and Professional Indemnity) for accurate underwriting
- Quoting and dealing with queries from brokers on any referrals that arise out of the digital platform.
- Managing administrative processes and accounts issues arising out of the use of the system.
- Dealing with frequently asked questions.
- Providing guidance to users (brokers) on the use of the system.
- Building and managing profitable portfolios with the Pocket Underwriter system.
- Conducting presentations to brokers to deal with:
o The differences between standard and digital products
- Driving sales through the Pocket Underwriter.
- Training of brokers on the use of Evolution and EVO PI on the Pocket Underwriter.
- Training of brokers on specialist covers
- 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
- Participating in ongoing system testing
- Administrative Skills
- Attention to Detail
- Client Orientation
- Communication Skills
- Initiative
- Teamwork
- Self starter
- Comfortable with social media
- Self-starting
- Strong sales and presentation skills
- Solid broker relationships
- Minimum 3 years' experience in the insurance industry.
- 3+ years of Underwriting experience or relevant professional liability experience.
- Added experience with Liability, D&O, and A&H will be beneficial but not totally necessary as training will be provided
- Matric
- Appropriate tertiary qualification a preference
- RE 5 & FAIS Compliant
- Insurance Qualification: NQF Level 5