This role is responsible for TAL’s risk philosophy and profitability through sound underwriting standards and practices by:
- Assist with adviser enquiries, escalations, and complaints to satisfactory conclusion.
- Assess new applications and reviews files within agreed timeframe.
- Achieve required underwriting volume target.
- Complete telephone underwriting cases.
- Communicates openly to engage customers, peers, members, funds and partners using a variety of communication strategies (face-to-face, written, telephone and presentations)
- Enthusiastically collaborates with other teams and colleagues.
- Contributes to a proactive, consistent customer experience across the underwriting team, identifying customer issues and opportunities to resolve them.
- Demonstrates a strong business acumen, with a sound knowledge of current policies and procedures and how to apply them
- Thinks innovatively and challenges the status quo, helping to embed changes that add value to customers and partners
- Explores alternative solutions to improve effectiveness and productivity within the team
- Makes informed and timely decisions when appropriate, weighing up risks and outcomes using sound risk awareness and management practices.
