Underwriting Assistant at Santam Insurance

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)

Skills and Knowledge

• 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.