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P & D Underwriting Associate Motor

Closing: Nov 16, 2022

This position has expired

Published: Nov 3, 2022 (2 months ago)

Job Requirements

Education:

Work experience:

Language skills:

Job Summary

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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.

Technical/ Functional competencies:

  • Knowledge of insurance regulatory requirements.
  • Knowledge of insurance products.
  • Sales and marketing management skills.
  • Diplomatic in handling client relationship.


Responsibilities
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.

Technical/ Functional competencies:

  • Knowledge of insurance regulatory requirements.
  • Knowledge of insurance products.
  • Sales and marketing management skills.
  • Diplomatic in handling client relationship.


  • 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 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
  • Perform any other duties as may be assigned from time to time.


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