Pretoria: Underwriter – Centurion – Bee

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Job Summary

UNDERWRITER JOB TITLE – Snr Underwriter PURPOSE To conduct data integrity analysis of all clients via Insurance system KEY OBJECTIVE To perform analysis and report on same whilst maintaining and updated an accurate database and risk management work. POSITIONS SPECIFICATIONS EDUCATION (Minimum level required to perform the job) School Grade 12 and equivalent NQF level 5 qualification Professional / Tertiary Successful completion of RE1 and RE5 exams MINIMUM REQUIREMENTS – Must have been in a Managment role ? At least 3 years relevant experience in Risk and Funeral Class of Business ; ? Knowledge and understanding of the corporate identity of the organisation and the governance mechanisms utilised to govern the corporate identity; ? Able to effectively communicate and interact professionally at all levels in the organization; ? Advance knowledge of Microsoft Excel and Word; ? High levels of proficiency in verbal and written English; ? High levels of quality outputs; ? Awareness of the customer needs and expectations and the fulfilment of the customer needs and requirements; ? Always adhere to the strictest levels of confidentiality; ? Prepared to work overtime, from time to time; ? Attention to detail; ? Able to work independently as well as functioning in a team environment; ? Able to work under pressure. Job Description ? Overall responsibility for Underwriting Departments – Ensure underwriting department follow the procedures as defined in the Policy Administration Framework, Policy Wording and Scheme Rules. ? Perform all Insurance system administrative tasks: Ensure that data on Insurance system is complete, accurate and up to date. Complete Policy requirements on Insurance system. Update Member information on Insurance system in terms of FICA, cash premiums, salary deductions, and debit orders as well as contact numbers, addresses, beneficiary details, dependent details, write-offs, and cancellations etc. Actively monitor Insurance system to ensure that there are no policies which have been loaded but not actioned and/or referred yet (Quotation report). Enforce quotations on Insurance system. Complete amendments and work out new premiums. Member cancellations of policies on Insurance system. Send SMS to Client to update client of Policy administration and status at inception. Review (audit) application forms. Send policy schedule and statutory notice to client within 30 days after enforcing. Insurance System Maintenance & Auditing : ? Assisting with external and internal audit as required. ? Perform timely quality control audits. ? Performing of KI duties including supervision. ? Support all Insurance system users. Reporting and Analysis: ? Report any irregularities or problems to Operations Manager. ? Management and timely reporting of follow-up and incident reports. ? Compile accurate monthly reporting for third parties. General: ? Assist agents telephonically with training (where necessary) and attend to Group email setup in relation to Support and New Business. ? Complete training by due dates and keep training up to date. ? Embracing TCF principles. ? General office administration: Submit accurate monthly telephone account by due date; Keep manual/electronic attendance register up to date; Keep procedure manuals up to date; and Complete and submit CPA self-assessment by the 1st of the following month. Act as relief on an ad hoc basis for other operational roles within Seconded Admin when required. Actively participate and execute duties and assigned tasks as per Committee. Any ad hoc function required to perform from management from time to time.

Underwriter – Centurion – Bee position available in Tshwane, Pretoria. This job position was posted by . The job has been posted on 2024-07-04 in the Accounting Finance category

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