Underwriting Internship – Momentum

  • Financial Services
  • Full time
  • 3 years ago

Job Description

Momentum has an Internship Opportunity. Apply Now!

The main purpose of the role is to understand and contribute to clients’ product applications from start to finish by ensuring the Life Insurance targets are achieved.

Responsibilities:
• Engage telephonically with clients to understand their interest in the product.
• Ensure that missing and outstanding information throughout the client’s onboarding process (such as application, medicals etc.) is proactively followed up on.
• Capture all data accurately on relevant systems according to agree upon SLA’s
• Achieve set targets on production and quality.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Escalate client queries to the relevant department or stakeholders.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
• Build and maintain relationships with clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency
• Manage financial and other company resources under your control with due respect

Requirements:
• Grade 12 or equivalent qualification. Biology essential
• 1 year Certificate in Financial Service Industry or Insurance
• Knowledge of the financial services or insurance industry

Competencies:
• Planning and organising skills
• Time management skills
• Data capturing skills
• Interpersonal skills
• Communication skills
• Examining Information
• Checking Things
• Producing Output
• Team Working
• Following Procedures
• Taking Action
• Meeting deadlines
• Managing Tasks

Location: Gauteng, Centurion
Job Reference: 32087
Closing Date: 17 January 2022
Click here to Apply

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