To provide an effective and efficient service to clients by obtaining the correct medical and setting of underwriting requirements telephonically, that need to be referred to a Senior Underwriter for sign-off. Facilitation of such requirements related to new and existing business.

• Conducting tele interviews or tele-underwriting to assist applicants to complete their life insurance application for a new policy or changes to an existing policy by asking prescribed questions about health and other risk information, accurately recording the responses in the administration system.
• Assess the risk of the applicant based on the risk profile.
• Set requirements, synopsizing, underwriting decisioning of cases with mandatory referral within the agreed SLA and target mandates.
• Ensure resolution of underwriting enquiries and cases.
• Participate Chief Medical Officer sessions and other Underwriting training presentations (i.e., Case Studies, Sales training).
• Ensure underwriting – medical queries and tasks allocated are resolved timely and effectively by providing first time resolution on enquiries.
• Ensure accurate completion of documentation as per departmental guidelines to meet client needs and effectively utilise IT systems to ensure accuracy of documentation.
• Ensure adherence to organisational best practice and legislative requirements. Adhere to policies and procedures and take corrective action where necessary.
• Ensure all risks to the company are mitigated, identified, and escalated where necessary.
• Maintain product knowledge to respond to customer queries effectively and accurately.
• Stay abreast on industry regulations, trends and best practices in underwriting.
• Approve and countersign cases above the acceptance limits of the underwriter.
• Provide fair and balanced underwriting decisions using the appropriate amount of evidence necessary.
• Accurately capture underwriting and risk information into the company administration system, utilise IT systems to ensure accuracy of documentation.
• Maintain servile level agreement to reach set targets.

Apply now if you are interested in taking the next step. We look forward to engaging with you.

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

27/05/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.