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Branch Underwriting Analyst

Branch Underwriting Analyst
Company:

Heritage Insurance Company



Job Function:

Other

Details of the offer

Job Summary
The job holder will be responsible for the effective processing of underwriting documents, verification of client data and assessment of the proposed risks within the set standards.
Qualifications :

Bachelor’s degree in Insurance, Finance, Economics or other business related discipline

Progress towards Diploma in Insurance (ACII or AIIK), (at least 3 papers or equivalent)
Experience :
3 years experience in a similar role

Responsibilities

Assess the proposed risk within set standards to accurately determine the risk the business is
taking

Policy generation and motor certificate issuance

Preparation of policy documents

Policy endorsements, reconciliation, renewal, debiting and cancellations

Issuance of cover notes and quotations

Keep detailed and accurate records of policies underwritten and decisions made

Maintain high standards of customer service by responding to clients enquiries (walk-in clients,
telephone and emails) and efficiently address their issues

Assist clients in identifying our products (policies) that suit their needs in line with insurance
principles

Liaise with intermediaries and direct clients on issues in relation to their policies to provide correct
information to the client

Apply the credit control policy and ensure that debit/ credit notes raised are raised in the correct
month to facilitate collection

Ensure proper filing of client information both manual and electronic for easy retrieval of
documentation when required

Job Requirements
Required education

Required relevant work experience

Required languages:


Source: Fuzu

Job Function:

Requirements


Knowledges:
Branch Underwriting Analyst
Company:

Heritage Insurance Company



Job Function:

Other

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