Liaison / Marketing Underwriter: SLS: Sanlam Risk & Savings: Bellville

Who are we?

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

Sanlam Risk and Savings (SRS), which is one of the businesses within SLS, offers Risk & Savings solutions to various segments within the market.

Purpose of the role

To market Sanlam Risk & Savings’ Underwriting philosophy to Intermediaries, build relationships with the intermediary channels and liaise with the Intermediaries regarding large and complex cases.

What will you do?

• Manage a defined portfolio of financial advisors by building and maintaining collaborative working relationships with internal and external stakeholders.
• Primarily, but not limited to, underwriting of large cases with cover amounts of R15m and higher, business insurance, Sickness and Income Protector of R100 000 pm and higher, and complicated medical cases.
• Underwriting of occupational and part-time activities.
• Regular visits to regional offices to promote the Sanlam Underwriting philosophy.
• Relationship building with the SanlamConnect Management teams.
• Presentation, facilitation and resolving of relevant underwriting issues raised by Intermediaries and clients.
• Networking and interaction with other industry players in the market.
• Assist in pre-underwriting.
• Conduct and undertake complex case reviews, as and when required.
• Provide coaching and mentoring to the wider Underwriting team.
• Give feedback to stakeholders on referred cases during regional visits.
• Perform trend analysis on underwritten cases and communicate these to the relevant stakeholders.
• Provide support to the general Underwriting team when required.
• Provide training to Intermediaries.

What will make you successful in this role?

Qualifications

• Grade 12 with Biology / Life Science, Mathematics, Accountancy / Financial Accountancy as subjects.
• Relevant tertiary qualification will be an advantage.

Experience

• At least 10 years relevant medical and financial underwriting experience.
• Good track record in medical and financial underwriting.
• Good track record in business insurance and understanding of financial statements.
• Exposure to authority limits of R15 million plus.
• Experience in presenting to brokers or advisors will be an advantage.

Knowledge

• Knowledge of Life underwriting processes.
• Application of Life underwriting- and re-insurance policy.
• Good understanding of medical terminology (anatomy and physiology).
• Knowledge of origin and prognosis of medical conditions.
• In-depth knowledge and understanding of Financial Statements and Health Questionnaires.
• Knowledge of financial underwriting and business insurance within the Life insurance industry.

Competencies

• Communicates effectively
• Good presentation skills
• Decision quality
• Analytical thinking
• Cultivates innovation
• Concern for accuracy
• Plans and aligns
• Customer focus
• Collaboration
• Influencing and gaining commitment
• Negotiation skills
• Drives results
• Team success
• Independence
• Being resilient
• Computer skills

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing through others

Customer focus - Contributing through others

Drives results - Contributing through others

Collaborates - Contributing through others

Being resilient - Contributing through others

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: 3 August 2026

Please note candidates based in Western Cape, Gauteng and KwaZulu-Natal will be considered for this role.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.