Underwriting & Claims Associate

Quotation Support

• Receive client requirements and assist in preparing quotation requests.
• Obtain quotations from approved insurers.
• Compile and organise quotations for review.
• Assist in comparing premiums, benefits, exclusions and terms.
• Prepare quotation summaries for clients and/or the Underwriting & Claims Officer.
• Follow up with insurers on outstanding quotations.
• Maintain an accurate quotation register.

Underwriting Administration

• Assist in completion and submission of proposal forms and underwriting documents.
• Follow up on outstanding information required for underwriting.
• Assist in submitting risks to insurers for approval.
• Ensure approved covers are properly documented.
• Assist in checking policy schedules, certificates and other documents for accuracy.
• File and maintain underwriting documentation.

Policy Administration

• Assist with processing New business, renewals, additions, deletions, endorsements, and cancellations.
• Prepare and distribute policy documents, medical cards, stickers and certificates.
• Follow up on outstanding policy documentation.
• Update client records and policy registers.
• Support renewal follow-ups.
   

Claims Administration

• Receive and record claims notifications.
• Assist clients with completion of claims forms.
• Check claims documentation for completeness.
• Submit claims documentation to insurers.
• Maintain an up-to-date claims register.
• Follow up with insurers on outstanding claims requirements.
• Obtain and communicate claims status updates to clients.
• Escalate delayed, disputed or complex claims to the Underwriting & Claims Officer/Manager.
• Maintain proper claims files and supporting documentation.
   

Client Service

• Respond to routine client enquiries.
• Provide clients with policy and claims updates.
• Assist clients with onboarding and documentation.
• Coordinate delivery of policy documents, medical cards and stickers.
• Escalate complex client issues to the appropriate officer.
• Maintain professional relationships with clients and insurers.
   

Insurance Premium Financing

• Assist with preparation and processing of IPF applications.
• Complete required documentation.
• Submit documents to relevant financial institutions.
• Follow up on applications and approvals.
• Maintain an IPF tracking register.
   

Records & Reporting

• Maintain accurate electronic and physical client files.
• Update insurance databases and registers.
• Ensure documentation is properly filed and easily retrievable.
• Assist in preparation of departmental reports.
• Provide accurate information to Finance for reconciliation and reporting.
• Maintain confidentiality of client information.