Retail Underwriting Analyst at Liberty Life

Key Responsibilities

• Prepare policy documents in a timely manner, and within the set guidelines for timely submission to clients
• Assess the proposed risk within set standards
• To ensure an accurate and timeous flow of information between relevant operations departments to support operational efficiency
• To receive information from Sales & Distribution to enable processing of new policies and to ensure timeous delivery to clients
• To reinstate lapsed policies that meet reinstatement requirements to ensure business conservation
• Keep detailed and accurate records of policies underwritten and decisions made
• Review proposal forms and ensure they are aligned to the required quality checks in line with pre-underwriting requirements
• 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
• Undertake reconciliation of underwriting transactions to ensure reports generated are accurate
• Attend to customer queries to ensure issues and concerns are resolved in a timely manner
• Undertake cancellation of policies due to non-payment of premiums to ensure compliance with the underwriting procedures
• To provide relevant and accurate management information to all relevant stakeholders in order to support business growth objectives
• Maintain suspense amounts within set limits

Qualifications

• Bachelor’s degree (insurance option preferred)
• Professional qualification in Insurance (ACII or AIIK)

Experience

• At least 2 years’ experience in the insurance industry
• Understanding and knowledge of underwriting systems and processes.