Posted on: 07 April 2024
ID 911663

Underwriting Assistant

What will you do?

We have an exciting opportunity for an Underwriting Assistant within SHA Risk Specialists.

What will make you successful in this role?

Key Responsibilities Include

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.
  • Support underwriters.
  • 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.
  • The underwriting assistant in this role also has the opportunity to learn the backend of the Pocket Underwriter to continuously improve the user experience of each broker.
Qualifications & Experience
  • Matric
  • Insurance related qualification or current studies a preference
  • Insurance related experience a preference (1-2 years)
Knowledge & Skills
  • Administrative Skills
  • Analysis and Judgement
  • Attention to Detail
  • Client Orientation
  • Communication Skills
  • Follow Up
  • Initiative
  • Interpersonal Skills
  • Organisational Awareness
  • Planning and Organising
  • Teamwork
  • Basic Administrative Underwriting Knowledge
  • Excel and Word Proficient
  • Numeracy
  • Tolerance for handling high pressure work environment
  • Computer Literacy
  • Good Typing Skills
  • Negotiation and conflict resolution skills.
Occupation:
Finance jobs


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