Underwriting Assistant

Job Summary

The job holder is responsible for processing placement of insurance covers while employing prudence in risk analysis/assessment with the aim of minimizing losses, debiting new/renewal of business and efficiently process policy documents in order to facilitate timely collection of premium in order to ensure that there is business retention, growth and profitability.

Roles and Responsibilities

•   Attending to direct clients, agents and brokers enquiries and instructions.
•   Ensuring that proper underwriting is done through vetting and scrutinizing of proposal forms, risk notes and other instructions received from brokers, agents and clients in order to ensure compliance with underwriting guidelines and reinsurance treaty terms.
•   Inviting renewals and ensuring that renewal notices are sent out to clients/intermediaries as per set standards.
•   Issuance of policy documents and other documents in accordance to the set turnaround period.
•   Debiting premium accurately and ensuring that all premiums are booked in the month they are due and as per the set turnaround timelines (TATs) and that the documents raised are accurate.
•   Maintenance and safekeeping of all documents by uploading them to Electronic Document Management System (EDMS) 
•   Handling correspondence in accordance with the mail handling procedure
•   Processing credit notes within the month they are due and as per the set TATs.
•   Issuing Motor certificates and Comesa cards and ensuring all are debited and accounted for.
•   Preparing and paying monthly Comesa cards returns to Kenya Re
•   Maintain high customer experience standards on a day to day basis.
•   Preparation of periodical management and performance reports and any other duties as may be directed by the Management.
•   Identify and suggesting improvements to the footprint system and other operating systems for improved efficiency.
•   Perform any other assigned duties from time to time.
•   Positively promoting the department and company as a whole, in order to maximize brand leverage.

Requirements
Academic and Professional Qualifications and knowledge

•   Bachelor Degree in Business or related discipline from a reputable university.
•   Advanced Diploma in Insurance, professional qualification(s) in insurance e.g. AIIK, ACII or equivalent considered as added advantage

Experience

• At least 3 years’ experience in underwriting all classes of General Insurance.
• Core Technical Competencies Required for the role
•   Must be a self-starter, highly organized, and able to work well with people at all levels in the organization
•   Problem-solving skills
•   Analytical and creative thinking skills
•   Project management skills
•   Good customer relationship management skills (internal and external customers)
•   Good communications skills, both written and verbal.
•   Self-motivated but able to work as part of a team.
•   Good organizational and time-management skills.
•   Positive attitude, self-driven and able to work with minimal supervision.
•   Good negotiation skills and persuasiveness.
•   Trustworthiness and discretion when handling confidential information.
•    A smart appearance and professional manner