Senior Manager: IL New Business and Branch Operations (Insurance)

Our client in the insurance sector is seeking an individual to oversee individual life new business and underwriting to ensure efficient and effective workflow in the department and to ensure correct underwriting decisions are made and to oversee the functions of branch operations.

Position Description

• Oversee new business process on individual life policies
• Oversee the efficient and effective administration of new business at Head Office and branch level according to best practice
• Liaise with role players in the new business process
• Oversee the underwriting process on individual life policies
• Oversee the efficient and effective administration of underwriting at Head Office according to best practice
• Co‑coordinate and monitor complaints resolution and compliance
• Provide input into strategy
• Provide reports for Stratco
• Develop, maintain and implement changes to existing processes that may have an influence on the budget (or that have to be budgeted for)
• Develop, maintain and implement the department's strategy regarding processes; determine staff complement necessary to ensure departments remain effective and that work is done in the most efficient manner
• Produce reports
  • Provide weekly report to Senior Executive Manager
  • Report to MANCO on IL new business and branch operations
• Oversee the administration of the Carefree Life Retirement Annuity Fund
• Oversee the management of client liaison at branch offices
• Oversee the management of new business data capturing and processing at the branch offices
• Oversee claims administration at the branch offices
• Manage and oversee budgetary control and logistics
• Oversee FAIS & compliance requirements
• Accountable for the fair treatment of clients

Requirement Criteria

• Degree in Risk Management / Business Management / relevant
• RE1 (required) & RE5 (advantage)
• Full qualification recognised by FSB
• 5 years' experience in long‑term insurance underwriting
• At least 3 years in management

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