Policy Administration Assistant – Medical at CIC Insurance

PURPOSE:

• To assess and prudently underwrite Medical Business in commercially sound terms and to ensure that all underwriting and documentation duties in the section operate effectively and efficiently.

PRIMARY RESPONSIBILITIES:

• Accept or reject risk in line with the set underwriting guidelines;
• Prepare and dispatch debit/ credit notes, member schedules premium and fund statements, utilization reports and replenishment letters to clients/ schemes;
• Process and dispatch membership cards to clients and intermediaries;
• To ensure proper and accurate debiting and crediting for both new business and renewals;
• Cancellation of policies due to non-payment of premiums;
• Respond to customer and intermediaries’ enquiries;
• Reconciliation of underwriting issues;
• Raise refund cheques, commissions for customers and service providers;
• Prepare travel letters on request to clients and intermediaries;
• Maintain accurate and clean membership records;
• Maintain an accurate record of all client correspondence in the client’s file;
• Other duties as allocated by the Underwriting Manager from time to time.

Academic and Professional Requirements

Education    

•  Bachelor’s degree in Commerce or in any related field 
• Computer literate in MS Office and other office applications 

Experience Required:

• Relevant experience    1