Role Purpose
Responsible for new quotes within a set service level agreements / mandates.
To place new business and bind in a specific given timeframes.
To involve a senior Marketer / Underwriter when and where applicable in terms of quotes / renewals or new business.
To co-ordinate in conjunction with the senior marketer the renewal process within a set time frame.
Analyse loss ratios and refer to Marketer.
To complete the instructions as accurate and within a timeframe agreed.
Assist with resolving underwriting related queries
Provide training and guidance to junior underwriters
Requirements
Minimum Qualification:
Relevant tertiary qualification
Studying towards relevant Insurance qualifications, minimum 120 NQF credits and completed RE level 4
Minimum Experience:
2-3 years underwrting experience (essential)
Experience in Financial Services (desired)
Strong negotiating and persuasive skills
Ability to adapt to change and to work under pressure, and meet deadlines
Analysing business, profitability and broker portfolios
Ability to manage internal and external conflict and to be able to find solutions to problems and to implement
Networking on all levels internally and externally
Bilingual preferable - English & Afrikaans
Must be Information technology driven and comfortable with different operating packages including Excel, PowerPoint and Word
Must be completely competent and efficient on Tial and possess the ability to train brokers and staff
Must have good knowledge of Insurance legislation and compliance
Comprehensive knowledge of the Divisions products
Duties & Responsibilities
INTERNAL PROCESSES:
Analyse and evaluate insurance applications against set criteria in order to determine the clients risk to the business.
Contact relevant stakeholders, such as medical personnel, to obtain information relevant to the clients application, such as background and financial status.
Make recommendations on the clients application and determine if this should be approved or rejected based on set criteria.
Maintain detailed records of policies underwritten and decisions made in line with organisational policies and relevant legislation.
Escalate client applications as and when necessary where risk is uncertain or approval and rejection is unclear.
Maintain internally set service level agreements to ensure applications are processed timeously.
CLIENT:
Provide authoritative, expertise and advice to clients and stakeholders.
Build and maintain relationships with clients and internal and external stakeholders.
Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
PEOPLE:
Positively influence and participate in change initiatives.
Develop and maintain productive and collaborative working relationships with peers and stakeholders.
Continuously develop own expertise in terms of professional, industry and legislation knowledge.
Contribute to continuous innovation through the development, sharing and implementation of new ideas.
Take ownership for driving career development.
FINANCE:
Contribute to the financial planning process within area.
Identify opportunities to enhance cost effectiveness and increase operational efficiency.
Manage financial and other company resources under your control with due respect.
Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts.
Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively.
Showing Composure: Stays calm and relaxed during events is not worried and tolerates stress levels is composed in dealing with pressure.
Checking Things: Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed.
Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes.
Upholding Standards: Behaves ethically and justly is discreet and maintains confidentiality meets commitments by acting with integrity.
Producing Output: Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multi:tasking to produce output.
Examining Information: Analyses and processes information asks probing questions strives to find solutions to problems.
Documenting Facts: Writes fluently when documenting facts understands arguments logically focuses on finding facts.
Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively.
Showing Composure: Stays calm and relaxed during events is not worried and tolerates stress levels is composed in dealing with pressure.
Checking Things: Is meticulous in finding errors ensures accuracy by being thorough and checking details produces high quality work by being detailed.
Following Procedures: Conforms and adheres to rules closely follows instructions and procedures minimises risks by sticking to processes.
Upholding Standards: Behaves ethically and justly is discreet and maintains confidentiality meets commitments by acting with integrity.
Producing Output: Is focused on activity and works quickly keeps busy and maintains productivity is comfortable multitasking to produce output.
Closing Date
2026/05/26