Underwriting Associate

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.
Knowledge, experience and qualifications required

Bachelor’s degree (insurance option preferred)

At least one year experience in the insurance industry

Computer literate

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, valuation report to clients

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.

Issue policy documents of general business

Generate renewal notices for all renewal business
Delegated Authority: As per the approved Delegated Authority Matrix.
Job Requirements
Required education

Required relevant work experience

Required languages: