Underwriting Assistant – Fixed Term at Old Mutual
Job Description
Job Summary
- Enforce underwriting controls including on-boarding, certificates, booking of business, and documentation.
- Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
- Ensure profitability of the department through quality control and onboarding
- Quality documentation timely turn around – TAT and
- Excellent customer service and retention support.
Key Duties & Responsibilities
1. Key Responsibilities
- Enforce underwriting controls.
- Ensure compliance with underwriting guidelines and Standard Operating Procedures.
- Ensure clean and accurate data capture.
- Timely preparation of quotations and follow up.
- Debiting of premiums and processing of policy documents within set timelines
- Processing and checking of underwriting Documents.
- Issuing & signing of Motor Certificates and Yellow cards.
- Review and dispatch of notices and documents.
- Ensure that work is done within the set standards of service and TAT.
- Prepare relevant reports for management and departmental consumption.
- Give quality customer service to all clients.
- Safe keeping of security documents.
- Daily scanning and indexing of mails.
- Initiating motor valuation and follow up.
- Adherence to the credit control policy.
- Follow up renewals and ensure maximum retention of profitable accounts.
- Timely processing refunds and follow up.
- 100% Adherence to the authority matrix.
- Ensure registry is fully maintained, orderly and up to date.
- Ensure compliance of AML and PEP guidelines
- Ensure cross sale and up sale opportunities are maximized
- Perform any other duties as may be required by the management.
Educational Qualifications, Experience, & Skills Required
- Degree in business related courses. Preferably in insurance
- Basic Underwriting skills and product knowledge
- Customer service skills
- Good Communication Skills
- Computer Literate
