The Role
Supports insurance underwriting from quote preparation through proposal processing, screens submissions, services agents and brokers, issues renewal terms, handles queries within SLAs, supports cross-selling, and helps retain and grow renewal business. The role requires insurance underwriting experience, strong customer relationship and communication skills, computer literacy, attention to detail, and the ability to meet deadlines under pressure.
Summary Generated by Built In
Main duties
- To prepare quotes and service agents & brokers from quote stage to processing of proposal and underwriting
- To screen and monitor instructions/placing slips/proposals from Agents and Brokers as well as for direct businesses as per Swan’s standards
- To service agents & brokers in respect of their insurance needs
- Ensure that Renewal terms are sent to clients/Agent & Brokers as per our standards and prescribed time
- Ensure day to day mail & telephone queries from Agents/Brokers and internal handlers are handled as per SLA’s set
- Focus on cross selling initiatives and build up relationship with agents & brokers
- To maintain & grow renewal business of IBU
- Any other cognate duties which may arise aligned to business requirements.
Qualifications/Experience:
- Holder of a Higher School Certificate
- Have at least 2 years experience in the insurance field more specifically the underwriting with excellent customer relationship skills
- Should ideally be studying the CII
- Be fully computer literate
- Experience in the personal line insurance would be a definite advantage
- Have good interpersonal and communication skills (both oral and written)
- Be proactive, dynamic and result-oriented with a good eye for details
- Be able to work under pressure to meet deadlines
- Be a team player
The Company reserves the right:
- To convene only the best qualified candidates to participate in the selection exercise.
- Not to make any appointment following this advertisement.
Skills Required
- Higher School Certificate
- At least 2 years of experience in the insurance field, specifically underwriting
- Excellent customer relationship skills
- Studying toward the CII qualification
- Computer literacy
- Personal lines insurance experience
- Good oral and written interpersonal and communication skills
- Proactive, dynamic, and results-oriented approach
- Strong attention to detail
- Ability to work under pressure and meet deadlines
- Teamwork skills
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The Company
What We Do
SWAN provides the full range of non-banking financial solutions, from Insurance, Pension & Actuarial services, to Wealth Management & Securities Trading.
