Trainee Underwriter Opportunity at Sanlam

By on September 8, 2017

Sanlam Personal Finance is looking for a Graduate Trainee Underwriter in Bellville. Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.

Key Responsibilities

Trainees will be taught the following underwriting skills:

  • Risk assessment by gathering and reviewing information based on financial, occupation, medical and part-time activities of clients and companies.
  • Assess risk from Personal and/or Business cover.
  • Assessments based on Actuarial mortality.
  • Establish, support and maintain effective relationships with clients.


The ideal candidate will desire a position that is both analytical and marketing-orientated and must be in possession of:

  • South African citizenship
  • Matric with Life Science & Mathematics
  • Recent completion of, or to be completed in 2017, BCom degree in the Medical and/or Financial field.

An understanding of the following is required:

  • Insurable interests
  • Business structures
  • Financial deals that require cover to lessen the risk of the provider of the finance
  • Application of valuation methods and interpreting financial statements.
  • A good understanding of medical terminology will be advantageous


  • Analytical skills & Problem solving orientation
  • Concern for accuracy
  • Adaptability – constant changing environment
  • Building customer loyalty through treating customers fairly
  • Results driven
  • Continuous learning
  • Excellent Communication skills (verbal and written) in order to handle telephonic enquiries
  • Team player

How to apply

 Closing date is 13 October 2017. Click here to apply online


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