The Sanlam Retail Affluent business is dedicated to empowering South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous
Job Summary
The Sanlam Retail Affluent business is dedicated to empowering South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous.
The role of the underwriter is to assess the risk of our clients based on their individual risk profile, considering various factors.
Sanlam is committed to achieving transformation and embraces diversity, driving a diverse, inclusive and equitable workplace.
Matching Summary
The Sanlam Retail Affluent business is dedicated to empowering South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous.
Skills & Requirements
Must-have
Assess client risk profiles
Manage sub-standard cases
Request underwriting requirements
Placement according to treaty
Enhance customer experience
Understand medical terminology
Nice-to-have
Stay up-to-date with trends
Build underwriting expertise
Cultivate innovation
Customer focus
Collaborates
Being resilient
Key Requirements
Grade 12 qualification
3+ years medical/financial underwriting experience