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The Sanlam Retail Affluent business (SRA) is dedicated to empowering 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 accessible through various platforms.

Sanlam Risk & Savings, a division within SRA, offers Risk and Savings solutions to various market segments.

The role of the underwriter is to assess client risk based on their individual risk profile, considering insurable interest, occupation, medical, financial, part-time activities, and travel/territorial risk.

Core outputs:

1. Underwrite risk applications considering the client’s overall risk profile, including previous and/or existing cover.
2. Manage communication on sub-standard cases effectively.
3. Request underwriting and limit requirements.
4. Place cases according to reassurance treaty and guidelines.
5. Enhance customer experience through clear, proactive communication and collaboration (written and telephonic).
6. Stay updated on industry trends, regulatory changes, AI, and analytics advancements.
7. Build expertise in underwriting processes and technical skills.

Qualifications:

• Grade 12 or equivalent qualification; relevant qualification is an advantage.

Experience:

• Minimum 3 years in medical and/or financial underwriting.
• Experience with underwriting processes is advantageous.
• Exposure to underwriting software/programs is advantageous.
• Knowledge of underwriting and re-insurance policies is advantageous.
• Experience in financial underwriting or business insurance is advantageous.

Knowledge:

• Knowledge of prognosis of medical conditions.
• Understanding medical terminology (anatomy and physiology).
• In-depth knowledge of financial statements and questionnaires.

Note: The environment may require overtime during peak periods, depending on business needs.

The position is based in either Western Cape or Gauteng.

We focus on building strong, lasting relationships with our employees. We support your hopes for the future—your career, personal development, and achievements. We pride ourselves on helping employees realize their potential. Through its five business clusters—Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office—the group offers many growth and development opportunities.

Shortlisting begins once the application deadline is reached. The process duration depends on your progress and manager availability.

The Sanlam Group is committed to transformation and diversity. We aim for a diverse, inclusive, and equitable workplace, believing these are key to a thriving, sustainable business in South Africa. Employment Equity plans and targets will be part of the selection process.