Liaison / Marketing Underwriter

Date: 12-Jun-2019

Location: Cape Town, Western Cape, South Africa

Company: Sanlam Group

Sanlam Individual Life

The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Our products are designed to facilitate long-term wealth creation, protection and niche financing and therefore these solutions are engineered around client needs.

Sanlam Individual Life, which is one of the businesses within SPF, offers Risk solutions to various segments within the market. 

As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

What will you do?
  • Management of a defined portfolio / area.
  • Underwriting of high level and complicated cases.
  • Underwriting of occupational and part-time activities.
  • Regular visits to regional Sales Offices.
  • Relationship building with Sales Management teams.
  • Presentation and facilitation of relevant Underwriting issues.
  • Networking and interaction with other industry players in the market.
  • Liaise with Brokers in respect of large cases and other queries.
  • Assist in pre-underwriting.
  • Conduct and undertake complex case reviews as and when required
  • Provide coaching and mentoring where required.
  • Give feedback on referred cases during regional visits.
What will make you successful in this role?

Must work 19 hours compulsory overtime per month.



  • Grade 12 with Biology / Life science; Mathematics and / or Accountancy as subject.
  • Any tertiary financial qualification is a recommendation


  • 2 years Liaison or Marketing Underwriting experience
  • Underwriting experience of at least 7 years


  • Underwriting processes
  • Application of underwriting- and re-insurance policy
  • Good understand of medical terminology (anatomy and physiology)
  • Knowledge of origin and prognosis of medical conditions
  • Computer literate and use of relevant Underwriting software/programs
  • In-depth knowledge and understanding of Financial Statements and Questionnaires
  • Knowledge of financial underwriting and business insurance


  • Communication / Presentation skills (fully bilingual:  Afrikaans & English)
  • Analytical Thinking
  • Treating Customers Fairly
  • Decision Making
  • Negotiations
  • Relationship building / Influencing / Gaining commitment
  • Team success
Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 


Closing date: 21 June 2019

 The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities