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About this job
Job purposeReviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counterchecking the terms of the policy as well as reviewing the conditions of the policyKey responsibilities1. Assess the proposed risk within set standards2. Keep detailed and accurate records of policies underwritten and decisions made3. Review proposal forms4. Release policy documents, endorsements, valuation report to clients 5. Communicate with clients on the renewal terms6. Maintain high standards of customer service - responding to clients enquiries; (walk-in clients, telephone and emails)7. Liaise with intermediaries and direct clients on issues relating to their policies8. Apply the credit control policy by ensuring that debit/credit notes raised are mailed and that they reach the clients/intermediaries within the shortest time possible.9. Issue policy documents of general business10. Generate renewal notices for all renewal business Perform any other duties as may be assigned from time to timeKey Performance Measures• Renewal retention ratio• Claims ratio• Customer turnaround time• Debtors ratio• Compliance to underwriting standardsWorking RelationshipsInternal Relationships:• Accountable to the Assistant Underwriting Manager-Direct• Required to liaise and work closely with the other departments as may be necessaryExternal Relationships:• Britam customers• Insurance sector players Knowledge, experience, and qualifications requiredKnowledge, experience, and qualifications required1. Bachelor’s degree (insurance option preferred)2. At least one experience in the insurance industry3. Experience in customer, market and competitor understanding4. Knowledge of insurance regulatory requirements5. Knowledge of Britam productsEssential Competencies1. Learning and Researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making at management level; learns from successes and failures and seeks colleague and customer feedback.2. Working with People: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.3. Applying Expertise and Technology: Applies specialist and technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.4. Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; exhibits high standards for quality and quantity; monitors and maintains own quality and productivity; works in a systematic, methodical and orderly way; consistently achieves projects goals.5. Following Instructions and Procedures: Follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organisation; complies with legal obligations and safety requirements of the role.6. Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; accepts diversity; display individual responsibility towards the community and the environment; models the organisational values during every day interactions.