Underwriting Specialist, Risk Surveys & Technical

Job Purpose:

The Underwriting Specialist will assist in the underwriting process by reviewing proposal forms and verifying client data. This role involves assessing and pricing proposed risks within established guidelines, ensuring accurate and timely determination of policy terms. The role holder will also support the review of policy conditions to facilitate quality risk selection and deliver exceptional service to clients.

Key responsibilities:

General Underwriting Support:

Assist in determining the acceptability of risks under the supervision of senior staff.

Support the preparation of renewal notices and follow up to ensure client retention.

Help in the preparation and organization of underwriting documents for review.

Maintain accurate records of premiums and ensure they are processed in a timely manner.

Develop and maintain effective business relationships with clients and intermediaries.

Monitor service quality and assist in ensuring high standards of customer service.

Risk Surveys:

Participate in risk/site surveys under the guidance of senior specialists, assisting in the assessment of risk conditions.

Support the appointment of external risk surveyors when needed.

Assist in conducting pre-insurance and desktop risk surveys to aid in underwriting decisions.

Help gather information from clients and intermediaries to facilitate risk surveys.

Assist in the analysis and documentation of risk survey findings.

Reporting and Administrative Tasks:

Prepare basic reports on risk survey status and underwriting activities.

Assist in the preparation of management reports related to underwriting and risk assessments.

Support the claims department by providing necessary documentation and information as required.

Key Result Areas:

Timely preparation of underwriting documents and reports.

Effective maintenance of client records and account performance tracking.

Contribution to team efforts in client service and risk assessment.

Ongoing communication with clients and team members to ensure smooth operations.

Key Performance Measures:

As described in your Personal Score Card.

Knowledge, experience and qualifications required

Bachelor’s degree in Engineering/Related field.

At least 1-3 years’ experience in Underwriting.

Progress towards ACII/AIIK qualifications.

Industries:Health, Wellness & Fitness

Function: Others