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Underwriting Assistant - Chaguanas

KEY POSITION RESPONSIBILITIES:

Maintain accurate transmittal sheets for documents being forwarded throughout the organization.
Dispatching of renewal notices and listings to all customers (broker, agents, direct)
Utilize Insure 90 system for querying the type of cover, last users, inception dates etc.
Takes minutes of meetings, develops schedules, task lists, and disseminates to relevant employees.
Efficient coordination of meetings with staff, and clients as required
Dispatch, print, stamp, bind and email documents to all customers (broker, agents, direct) banks and place original in collection tray.
Scan and upload policy messages/instructions via Lansa to underwriters to action
Collect and dispatch documents from courier/staff/ customers (broker, agents, direct)
Enter Quotes on LANSA system
Sort Scanned Documents
Complete Excel Sheets for DMU
Keeping workspace organized in terms of company files, records and stationery
Attending to walk-in customers/ Customer Service
Address basic customer queries
Follow up on outstanding documents and/or receivables
Answer telephone calls in a professional manner and take accurate messages, including those in confidence.
Complete and other job related task that is related to the Sales and Business Division.

KEY TECHNICAL COMPETENCIES:

Basic knowledge and understanding of the core principles of insurance and how this is applied on a day to day basis
Basic knowledge and understanding of the range of insurance products and services available in the market and how that knowledge can be used to meet client needs.
Basic knowledge and understanding of regulatory requirements and how to meet these on a day to day basis.
Basic knowledge of how claims should be handled and managed.
Basic knowledge and understanding of the Underwriting processes and procedures which is needed for new risks, alterations, renewals and/or cancellations to be processed in an accurate and timely manner.

QUALIFICATIONS AND EXPERIENCE:

Remuneration:

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Do you possess a minimum of five (5) CXC passes including Math and English (minimum grade 2)?

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Do you possess certification of Insurance State License?

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Do you possess experience working within the insurance environment?

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Do you possess certification in Computer Literacy?

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