Retail Underwriting Administrator at ICEA Lion Group

Key responsibilities

• Client Service & Communication Excellence:
• Serve as the first point of contact for the office by professionally answering multi-line phone systems and warmly greeting clients and visitors.
• Efficiently handle and resolve general client/ agents/ BDs  inquiries regarding policy status and general services, escalating complex issues to the appropriate department/ resource
• Manage all incoming and outgoing correspondence, including sorting, logging, and distributing physical and electronic mail to the correct departments and personnel in a timely manner.
• Policy Documentation & Data Integrity:
• Accurately process insurance policy documentation, including the detailed input of new application data and renewal information
• Prepare, review, and issue Certificates of Insurance (COIs)as per requirements and guidelines.
• Maintain and update client and policyholder files meticulously, ensuring data integrity and compliance with state and record-keeping regulations e.g. Data Privacy act, AML, IRA
• Agent and Underwriter Support:
• Provide direct administrative support to agents and Business Development (BD) staff.
• Manage and coordinate internal and external meeting logistics, including scheduling appointments, sending invitations, and maintaining up-to-date calendars for key personnel.
• General Office and Financial Administration:
• Manage the inventory and ordering of all office supplies, ensuring staff have the necessary resources while adhering to a defined budget.
• Coordinate the procurement and distribution of marketing merchandise and promotional items for client events and agency outreach.
• Manage basic petty cash transactions, including tracking expenditures, reconciling receipts, and preparing reports for accounting.

QUALIFICATIONS

• Degree in relevant field
• Added advantage: Qualification or progression on Professional insurance courses – CII , AIIK et

EXPERIENCE

• Proven experience in insurance underwriting or Administration role
• 1 to 3 Years experience