Key Purpose

To provide underwriting decisions telephonically and via email.

Key Outputs
• Ensure correct risk rating is applied based on the information provided on the telephone call
• Apply necessary guidelines to ensure correct risk rating is applied to potential new business
• Liaise with clients regarding risk applied or policies that are deferred / declined
• Attending to underwriting queries and escalated enquiries from brokers, Account Managers, Franchise Directors which would mostly be telephonic but may be written and emailed.
• Dealing with underwriting queries and escalated queries from brokers, Account Managers, Franchise Directors to resolution.
• Administration duties relating to underwriting

Competencies:
• Deciding and initiating action
• Adhering to Principles and Values
• Presenting and Communicating Information
• Analysing
• Learning and Researching
• Delivering Results and Meeting Customer Expectations
• Following Instructions and Procedures
• Coping with Pressure and Setbacks

Experience:
• 1 Year experience as an Inbound Service Consultant within a Life Insurance company.
• 1 to 2 years working experience as an underwriter. (Essential)
• 1 Year Nursing / medical experience (advantageous).