Jobs

    Underwriter: Digital Distribution - Sandton, South Africa - Santam

    Santam
    Santam Sandton, South Africa

    2 weeks ago

    Default job background
    Description

    This role is for a commercial underwriter with experience in PI, Liability and Cyber.

    Underwriting (Core)


    • 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.

    Marketing and sales

    Calling on brokers with a view to discussing the range of digital products available through SHA.

    • Conducting presentations to brokers to deal with:
    o The benefits of the range of digital products
    o The differences between standard and digital products

    • Driving sales through the Pocket Underwriter.

    Events and Training


    • Training of brokers on the use of Evolution and EVO PI on the Pocket Underwriter.

    • Training of brokers on specialist covers

    Digital Client Liaison


    • 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

    Generic Requirements


    • Administrative Skills

    • Attention to Detail

    • Client Orientation

    • Communication Skills

    • Initiative

    • Teamwork

    • Self starter

    Specific Requirements


    • Comfortable with social media

    • Self-starting

    • Strong sales and presentation skills

    • Solid broker relationships

    Experience


    • 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

    Qualifications


    • Matric

    • Appropriate tertiary qualification a preference

    • RE 5 & FAIS Compliant

    • Insurance Qualification: NQF Level 5



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