Specialist Technical Underwriting QNA at Old Mutual

Company:

Old Mutual

Old Mutual

Industry: Banking / Financial Services

Deadline: Sep 29, 2026

Job Type: Full Time

Qualification: Higher National Certificate, National Certificate

Experience: 3 – 5 years

Province: Western Cape

City:

Field: Insurance

Job Description

  • Purpose: Reviews risk submissions from clients, agents, and referrals, and underwrites insurance requests within guidelines of the underwriting manual and authority limits. Applies underwriting and risk-selection techniques to determine acceptability of new and renewal insurance risks.

Job Responsibilities:

  • Underwriting Insurance Cases: Review new business and renewal proposals to ensure acceptability and completeness of underwriting and rating information, providing price quotations for underwriters and referring unusual or complex cases to senior colleagues.
  • Underwriting Automation:  Carry out allocated research and analysis to support the development, validation, and improvement of automated underwriting processes and systems.
  • Organizational Risk Management:  Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.
  • Regulatory and Compliance Management: Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems.
  • External Communications: Help others get the most out of external communications systems by offering support and advice.
  • Recommendations: Advise managers how to apply a wide variety of existing procedures and precedents.
  • Document Preparation: Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
  • Operational Compliance: Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
  • Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.
  • Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Critical objectives and responsibilities 

  • Responsible for risk evaluation and selection / rejection of new business for all assigned accounts within the portfolio.
  • Continuous improvement to ensure effective service
  • Service delivery to ensure customer satisfaction
  • Cost control and governance adherence
  • Quality people practices

Experience, knowledge & skills required

  • Diploma and/or equivalent NQF Level 6 qualification in general insurance.
  • 3 – 5 years’ experience in commercial underwriting.
  • Knowledge of Old Mutual Insure policy administration systems

Skills

  • Action Planning, Compliance Software, Computer Literacy, Crisis Management, Data Compilation, Data Controls, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Regulatory Compliance Management, Risk Management, Underwriting Management

Competencies

  • Action Oriented
  • Business Insight
  • Collaborates
  • Communicates Effectively
  • Decision Quality
  • Ensures Accountability
  • Financial Acumen
  • Instills Trust

Education

  • NQF Level 5 – Higher, Advance or Occupational Certificate or equivalent

Closing Date

  • 02 October 2025

Method of Application
Submit your CV and Application on Company Website:

Commissioned Financial Adviser-Polokwane at Old Mutual

OMF Branch Manager (Siyabuswa) at Old Mutual