Underwriting Manager: Automation at PPS February, 2024

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Minimum Requirements    

Qualifications:

  • Matric
  • B.Sc Degree or similar.

Experience:

  • Minimum 5 years’ experience in life insurance underwriting at a senior level.
  • Experience with life insurance automated underwriting systems is a requirement.
  • Life, disability, dread disease and income protection product exposure is a requirement.
  • Experience in business process design and business analyst experience an advantage.
  • Experience in the design, build, testing and monitoring of underwriting rule trees and engines an advantage.
  • Knowledge of PPS systems an advantage.
  • Knowledge of PPS products an advantage.

Skills and Attributes:

  • Demonstrated ability to prioritise and lead teamwork effort to achieve timely delivery or project milestones through multiple and conflicting objectives.
  • Deep knowledge of the underwriting process, underwriting guidelines, automated underwriting programs and underwriting trends.
  • Proficiency in Excel pivot tables for analysis.
  • Ability to multi-task with strong time management skills.
  • Ability to develop and maintain relationships with internal and external stakeholders.
  • Excellent verbal and written communication skills in addition to the capacity to listen to stakeholder requirements and express opinions, information and key points of view clearly and assertively.
  • Ability to execute specialised work efficiently, with confidence and competence, with above average attention to detail.
  • Strong analytical and critical thinking capabilities.
  • An affinity for technology and innovation, with strong software skills.

Duties and Responsibilities    

  • Development of underwriting content in the Underwriting Rules Engine (URE):
  • Collaborate with the Chief Underwriter and Medical Officers to co-design underwriting policies that can be effectively deployed in the URE.
  • Design condition specific decision trees to support the application of underwriting policies and product rules for multiple channels in the URE.
  • Utilise deep technical knowledge of the URE to guide the Chief Underwriter and Medical Officers on design options that maximise underwriting policy application in the URE.
  • Define and design rules within the automated underwriting software that are required for the effective application of the condition decision trees e.g., combined complex condition rules.
  • Identify integration points and handoffs between the URE and other applications e.g., workflow, PRO-FiT, and determine requirements for optimal integration within the wider PPS system architecture.
  • Develop and maintain design documentation.
  • Develop business requirements specifications.
  • Develop and maintain change control documentation.
  • Oversee the development and testing phases of the URE through the Agile development process.
  • Develop testing scenarios and requirements and conduct testing of new developments in the URE.

Optimise effectiveness of the URE:

  • Define and document URE performance and business reporting requirements.
  • Analyse data and deliver insights to identify opportunities to optimise performance and utilisation.  
  • Conduct post implementation review of deployed protocols to ensure these are performing as intended.
  • Amend URE decision trees and rules as underwriting policies and product rules are revised.
  • Integrate URE automation design with sales and operations business processes to ensure these are effective and efficient.
  • Effectively manage IT deliverables related to the URE development, including but not limited to business specifications, development, testing and change control. 

Product Development and Innovation:

  • Provide input to Product Development and Operations on product and process improvement opportunities that become evident at underwriting stage and make recommendations on potential solutions.
  • Provide automated underwriting specialist input for new product development or special offers.
  • Develop and maintain awareness of local and global industry trends and best practice.
  • Assess viability of third-party solutions that could enhance and mature PPS’s automated underwriting capability.
  • Explore opportunities to enhance PPS’s underwriting philosophy and underwriting practices to secure competitive advantage while appropriate mitigating risk. 

Compliance and audit:

  • Design and implement underwriting audit guidelines and procedures.
  • Conduct scheduled audits to assess compliance of tele-underwriting with agreed practices.
  • Execute compliance control tasks to mitigate risk linked to the URE.
  • Make recommendations on opportunities to improve the effectiveness of the tele-underwriting process and develop skill and competence of tele-underwriters.

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