Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counterchecking the terms of the policy as well as reviewing the conditions of the policy.Key Responsibilities
Assess the proposed risk within set standards
Keep detailed and accurate records of policies underwritten and decisions made
Review proposal forms
Release policy documents, endorsements
Communicate with clients on the renewal terms
Maintain high standards of customer service – responding to clients enquiries; (walk-in clients, telephone and emails)
Liaise with intermediaries and direct clients on issues relating to their policies
Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.
Generate renewal notices for all renewal business
Perform any other duties as may be assigned from time to time
Key Performance Measures
Timely release of policy documents
Timely renewal of business
Working RelationshipsInternal Relationships
Accountable to the Underwriting Supervisor
Required to liaise and work closely with the other departments as may be necessary
External Relationships
Britam customers
Reinsurance companies
Knowledge, Experience And Qualifications Required
Bachelor’s degree (insurance option preferred)
At least one year experience in the insurance industry
Core Competencies
Communication skills
Building Relationships
Focuses on the Customers
Develops Self
Solves Problems
Technical/ Functional competencies
Technical and functional competencies
Knowledge of insurance concepts
Knowledge of underwriting processes and procedures
Technical competence in underwriting insurance risks
Knowledge of insurance regulatory requirements
