Trainee Underwriter
On-sitePinelands, KwaZulu-Natal, South Africa
Job Summary
Conduct underwriting decisions and handle intermediary enquiries under mentor supervision. Accurately capture underwriting information into the product administration system and provide written communication to clients and distribution channels. Gather and review financial conditions, risk exposures, and economic trends while maintaining the highest standard in customer care. Establish relationships with customers, agents, and brokers through written and telephonic means. Develop critical underwriting skills through classroom, independent, and on-the-job training covering health conditions, environmental exposures, and appropriate insurance coverage. Deliver on daily production standards and adhere to service and quality standards. Work flexible hours between 08h00 to 8h30 and 16h30 to 19h00, with overtime as necessary.
Required Qualifications
- Matric with either Biology/Life Sciences and Mathematics or Biology/Life Sciences and Accounting
- Tertiary degree or diploma (minimum NQF7)
- Well-developed English written and verbal communication skills
- Life insurance product and process knowledge
- Proficient in MS Office suites i.e. Word, Excel, Powerpoint
- Self-managed and strong team player
- Good interpersonal skills
- Excellent work ethic with a high degree of accuracy
- Deadline and Target driven
- Ability to work under pressure
- High sense of customer care
- Must be able to work at flexible times (flexible start times from 08h00 to 8h30) & end the day at flexible times (flexible end times from 16h30 to 19h00 accordingly)
- Must be willing to work overtime where necessary
Desired Qualifications
- A medically aligned degree, BSc or BCom
- Strong telephony skills experience
- Old Mutual product knowledge and system experience
- Life insurance product and process knowledge beneficial
- Bilingual, English and one other official language
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