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Company: SanTam – Sanlam Group
Location: South Africa
What will you do?
We have an exciting opportunity for an Underwriting Assistant within Santam Specialist Solutions.
What will make you successful in this role?
Underwriting Assistance
- Draw monthly renewal list.
- Check claims experience.
- Send out renewal invitations / reminders.
- Follow up on invitations / renewals and secondary follow ups on new business.
- Assist with the administrative underwriting duties.
- Attend to all system processing related functions within the underwriting area.
Policy Administration
- Data capturing of policy schedules and all related documentation e.g., endorsements and facultative slips.
- All administration related to policies including raising invoices etc.
Client Liaison (Internal and External)
- 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 division.
- Handle credit control queries and errors
- Continuously monitor quality and accuracy of the documents and KIT records produced by the system
- Prepare for and attend meetings if and when required.
General Administration
- Handling accounts queries.
- Drawing of standard reports if and when required.
- Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures.
- Liaison with Santam finance department and brokers to resolve credit control issues and accounts issues.
- Attend to daily administrative routine tasks in accordance with organisational standards, processes and procedures.
- Attend to the typing of general correspondence if and when necessary, such as endorsements and cover letters
Qualifications & Experience
- Matric
- Insurance related qualification or current studies a preference
- Insurance related experience a preference (1-2 years)
- RE5
Skills
- Basic Administrative Underwriting Knowledge
- Numeracy
- Tolerance for handling high pressure work environment
- Computer Literacy
- Good Typing Skills
- Negotiation and conflict resolution skills.
Competencies
- Administrative Skills
- Analysis and Judgement
- Attention to Detail
- Client Orientation
- Communication Skills
- Follow Up
- Initiative
- Interpersonal Skills
- Organisational Awareness
- Planning and Organising
- Teamwork
