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.
Sanlam Risk & Savings, which is one of the businesses within SRA, offers Risk and Savings solutions to various segments within the market.
At Sanlam we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society.
Purpose of the role
The role of the underwriter is to assess the risk of our clients based on their medical and financial status.
What will you do?
Core Tasks/ Outputs:
1. Underwrite risk applications with respect to medicals, occupation, and part-time activities.
2. Underwrite sub-standard cases.
3. Underwrite business insurance (Buy and Sell, Key Person etc.).
4. Request medical and financial requirements and/or limit requirements.
5. Placement of cases according to reassurance treaty and related guidelines.
Note: The environment necessitates overtime in peak periods. The amount of overtime hours depends on the business need in terms of the volumes received.
The position is based in either Western Cape or Gauteng.
What will make you successful in this role?
Role Requirements
Qualifications:
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