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OC: Insurance Agent: Insurance Underwriter
OC: Insurance Agent: Insurance Underwriter
OC: Insurance Agent: Insurance Underwriter

The purpose of this qualification is to prepare a learner to evaluate and interpret information to protect stakeholders’ interests by using specialist technical knowledge to determine, price, manage and transfer risk.

A qualified learner will be able to:

  • Apply and adhere to operational and administrative procedures and practices.
  • Evaluate risk information to determine risk profile and manage risk exposure.
  • Understand and apply basic legal and insurance to underwriting recommendations
  • Understand and apply knowledge of product and pricing to underwrite profitable risks

 

Duration:

12 Months

  1. Apply and adhere to operational and administrative procedures and practices.
  2. Evaluate risk information to determine risk profile and manage risk exposure.
  3. Understand and apply basic legal and insurance principles to underwriting recommendations.
  4. Understand and apply knowledge of product and pricing to underwrite profitable risks. 

Learners with this qualification should be able to articulate vertically to aa Advanced Certificate or a Diploma at NQF Level 6 in any of the related areas, such as

  • Finance
  • Sales
  • Real Estate
  • Short
  • Long Term
  • Health Insurance specialist
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SAQA ID

91784

Accreditation

QCTO

Credits

156

NQF

4

Requirements

Experience in the Underwriting Field

Method of Learning

E-Learning

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