Underwriting Clerk

Job Summary

Ensure that the risks accepted fall within the Company's specified guidelines, as per the Underwriting Guides - referring all exceptions to the Underwriters Processing of Quotations, Preparation of Documents & Data Entry

Primary Responsibilities:

1.Bordereaux Submissions

Ensure that the risks accepted fall within the Company's specified guidelines, as per the Underwriting Guides - referring all exceptions to the Underwriters Review all documents submitted ensuring that Proposal Forms are fully completed and supporting documents are in line with Sum Insured, Rate and Discounts Completing Data entry and updating Client Information on the System Memo/email for outstanding documents

2.Billings & Preparation of Documents:

Accurately process the billings for Motor and Non-Motor Policies Assist with Online Renewals Prepare Policy Contracts & Endorsements Prepare letters and other documents as required

3.Provisional/Renewals

Motor Policies Review policies for changes and claims before setting Renewal Premiums for standard cases and referrals to the Underwriter for guidance on non-standard cases Data entry for Non-Motor Policies (submitted by the Underwriter / Underwriting Assistant)

4.Clients Queries: Telephone/Email

Respond accurately and in a timely manner (analyze, refer and reply)

5.Correspondence & completion of Forms

Correspondence: Check for completion & accuracy. (Includes Bank Letters, Premium Financing Forms & Mortgagee Spreadsheets Refunds: Check validity and calculations; process invoice & request cheque from Financial Management after verifying the premium was paid

6.Approval & signing of documents

SIGNING Preparation Ø Valuation Vouchers Ø NCD Letters Ø Premium Fin. Forms Ø Bank Letters Ø Reinstatement Letters Ø Cancellations Letters Ø Licensing Letters Ø Provisional Renewal Letters Ø Certificates Ø Refund Requests Ø Policy Contracts Ø Endorsements Ø Miscellaneous letters

7.Pending Invoices:

Check daily Pending Lists for Invoices to be processed & issued Follow-up on all outstanding documentation by e-mail to the relevant Team Member & Unit

Secondary Responsibilities:

Assist with Reports and any other assigned Tasks

Qualifications

Education Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and 6 CAPE passes (full certificate) or an equivalent diploma or professional certificate

Experience One (1) year experience in general insurance

Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.

We thank you for your application. However, only if you have been short-listed, you will be contacted.