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Vacancy Type: Permanent
Ref: CPT000197/WMP
Finance, Gauteng > JHB – Southern Suburbs
R 300 000 – R 400 000 Annually
A leading Bank and Wealth Management group have a successful brokerage that are looking for an Underwriting Manager, that will ensure all new, renewal and policy endorsements are assessed properly. Ensuring that the client’s portfolios are profitably underwritten with various insurers.
Key Responsibilities

  • Analyses quality and quantity of risks underwritten and prepares reports that review broker / intermediate books and profit / growth trends with recommended action plans.
  • Analyses underwriting performance, identifying problems within the portfolio and proposed action plans to address / rectify portfolio performance.
  • Monitors market conditions, competitive landscape and researches risk, environment and factors necessary to grow new business of identified accounts.
  • Performs analysis of complex accounts to fully understand the risk to enable strategic portfolio decisions to be made.
  • Ensures the portfolio achieves profitability and service objectives.
  • Quotes, prices and underwrites renewal policies and endorsements.
  • Monitors risk selection and pricing decisions for portfolio/s both on a book of business and at an individual account level.
  • Ensures underwriting processes operate within agreed SLA’s.
  • Works with the Sales team to build solutions for brokers to increase portfolio profitability and service levels to clients.
  • Managing, mentoring and overseeing the underwriting department including endorsements, renewals and new business.

Key Performance

  • Underwriting profitability – provides constant feedback on the underwriting performance of the Clients portfolio and recommends and implements remedial action where needed.
  • Underwriting performance – Ensures the underwriting team meet all SLA’s in terms of turnaround times and quality.
  • Technical assistance – Provides training and technical assistance to brokers where required to ensure improved quality of underwriting.

Key requirements

  • Minimum 5 years underwriting experience with at least 3 years commercial underwriting.
  • FAIS and RE Compliant.
  • Proven track record of excellent client relationship skills.
  • Experience on a windows Insurance Administration system.
  • Proficient in word, excel and PowerPoint.
  • Sound decision making skills.
  • Analytical ability.
  • + – 2 years Managerial Experience.

Qualifications and experience

  • 3 to 5 years’ experience in a similar role within the investment / collective investment service industry.
  • Valid Driver’s License.
  • MS Office suite (intermediate level).
  • Knowledge of economic principles, environment and investment products.
  • Excellent telephone etiquette.

Additional Information:

  • Preference will be given to EE candidates in accordance with the Investment Cluster employment policies.
  • To be considered for the above opportunity, please upload your C.V. and covering letter via the link.

For any queries please contact Warren Maxwell-Pear on 0813353444 or

For more information please contact:
Warren Maxwell-Pear, Johannesburg


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