Job Summary
Provide operational assistance to streamline the underwriting workflows while serving as the primary liaison for the underwriting team, ensuring seamless customer engagement and end-to-end service delivery. Consistently uphold a high level of expertise with key stakeholders to achieve project objectives and guarantee compliance with all established governance and control standards throughout the process.
We are seeking a highly motivated individual to join our team in the role of [Job Title]. The ideal candidate will possess a bachelor’s degree in [relevant field] or a related discipline, along with [X] years of experience in [specific field or industry]. Proficiency in [specific software, tools, or methodologies] is essential, and strong analytical, problem-solving, and communication skills are required. Key responsibilities include [list responsibilities, e.g., developing and implementing strategic plans, managing cross-functional projects, analyzing data to drive decision-making, and collaborating with stakeholders to achieve organizational goals]. The successful candidate will demonstrate a proven track record of [specific achievement or skill, e.g., delivering results in fast-paced environments, leading teams, or innovating solutions].
Renewal notices, including the relevant terms, are dispatched 60 days prior to the renewal date to ensure timely communication and compliance.
Policy documents are issued within the prescribed turnaround time.
The role involves promptly supplying the necessary documentation and information to the claims department to facilitate their processes.
Responsible for reviewing, endorsing, and overseeing the preparation of significant quotations to ensure alignment with organizational objectives and pricing strategies.
Maintain existing account relationships to foster continued engagement and minimize turnover.
Provide support to the credit control team in managing and overseeing financial transactions to ensure timely collections and maintain healthy cash flow.
Responsible for managing the retention portfolio in alignment with organizational strategy.
By proactively identifying and mitigating risks, this role focuses on minimizing losses through thorough risk assessments, detailed analysis, and strategic recommendations for policy enhancements.
Evaluating potential portfolio risks stemming from clients’ operational practices, underwriting assessments, or indications of fraudulent activity.
Collaborating with internal stakeholders is essential to develop and execute marketing strategies that drive market penetration and business growth initiatives.
Evaluating new or renewal business proposals by thoroughly analyzing all available information to determine whether to approve, accept, or decline each submission.
Diligently manage and resolve complex customer concerns as they arise.
Through strategic collaborations with diverse distribution networks—including insurance brokers, agents, and bancassurance—this role focuses on expanding service accessibility and enhancing client reach to drive sustainable growth.
Engage with clients, agents, and brokers to finalize appropriate coverage terms, competitive pricing, and efficient service delivery arrangements.
Analyzing both group and individual renewal rates by leveraging customers’ background, industry, and demographic data.
Offering expert-level support to facilitate the thorough review, systematic classification, and accurate rating of applications.
Providing courteous and prompt assistance to customers, effectively managing demanding scenarios with professionalism and ease.
A bachelor’s degree in accounting, finance, or a related field is required, along with a minimum of five years of progressive experience in financial management or accounting roles. Certification as a Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) is highly preferred.
A bachelor’s degree in a field such as insurance or business is required.
Experienced professionals in the insurance sector seeking to advance their qualifications can benefit from the Progress in Insurance Professional Qualification program. This initiative is designed for individuals aiming to deepen their expertise, expand their skill set, and stay current with industry standards. Participants will engage in comprehensive training modules covering key areas such as risk management, underwriting practices, claims processing, and regulatory compliance. The program requires candidates to meet specific eligibility criteria, including a minimum of three years of relevant industry experience and possession of a valid insurance license. Upon successful completion, graduates will earn a recognized credential that enhances their professional standing and opens doors to new career opportunities within the field.
A minimum of three years of hands-on experience in underwriting is required for this role.
Education
A recognized qualification at the Further Education and Training Certificate (ETC) level in Business, Commerce, and Management Studies is mandatory for this role.
Qualifications
BA/BSc/HND , Professional Certificate
Experience Required
3 years
