Liaison/Marketing Underwriter: RA: Sanlam Risk & SavingsDate: 27 Aug 2024
Location: Bellville, Western Cape, ZA
Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
Responsibilities: Manage a defined portfolio of financial advisors by building and maintaining collaborative working relationships with internal and external stakeholders.Primarily, but not limited to, underwriting of large cases with cover amounts of R15m and higher, business insurance, Sickness and Income Protector of R100 000 pm and higher, and complicated medical cases.Underwriting of occupational and part-time activities.Regular visits to regional offices to promote the Sanlam Underwriting philosophy.Relationship building with the SanlamConnect Management teams.Presentation, facilitation and resolving of relevant underwriting issues raised by Intermediaries and clients.Networking and interaction with other industry players in the market.Assist in pre-underwriting.Conduct and undertake complex case reviews, as and when required.Provide coaching and mentoring to the wider Underwriting team.Give feedback to stakeholders on referred cases during regional visits.Perform trend analysis on underwritten cases and communicate these to the relevant stakeholders.Provide support to the general Underwriting team when required.Provide training to Intermediaries.What will make you successful in this role?Qualifications: Grade 12 with Biology / Life Science, Mathematics, Accountancy / Financial Accountancy as subject.Any tertiary qualification will be beneficial.Experience: At least 10 years relevant medical and financial underwriting experience.Good track record in medical and financial underwriting.Relevant experience within the Life industry and insurance products.Exposure to authority limits of R15 million plus.Experience in presenting to brokers or advisors will be beneficial.Knowledge: Knowledge of Life underwriting processes.Application of Life underwriting- and re-insurance policy.Good understanding of medical terminology (anatomy and physiology).Knowledge of origin and prognosis of medical conditions.In-depth knowledge and understanding of Financial Statements and Health Questionnaires.Knowledge of financial underwriting and business insurance within the Life insurance industry.Core CompetenciesCultivates innovation - Contributing through othersCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersBeing resilient - Contributing through othersOur commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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