Underwriting Administrator: Momentum

Underwriting Administrator

Location: Bellville, Cape Town

Introduction

Through client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. Momentum helps companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit Momentum at www.momentummetropolitan.co.za

Role Purpose

The Underwriting Administrator will act as the liaison between theunderwriter and the client by communicating decisions, resolving client queries, arranging Fastlane service and completing documents to enable the underwriting process

Requirements

  • Grade 12 (NQF Level 4)
  • 1 Year experience in an insurance administration environment
  • MS Office (Outlook, Excel and Word)
  • Experience in Employee Benefits is preferred
  • Underwriting administration experience is preferred

Duties & Responsibilities

  • Answer queries telephonically and electronically
  • Check and update data and underwriting requirements in order to determine action required on status report
  • Complete required documentation as per departmental guidelines
  • Keep abreast of product and industry knowledge in order to efficiently respond to member queries
  • Identify risks to the company and escalate accordingly
  • Take ownership of client queries and provide first time resolution to ensure client retention and satisfaction

Competencies

  • Planning and Organising skills
  • Accountability
  • Attention to detail
  • Customer orientation
  • Communicating with impact

Underwriting Administrator

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Also check: Client Service Administrator: Momentum

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