Client Services Underwriter - Grenada

The incumbent is expected to be dedicated to providing unfailing support to all stakeholders in the unit to ensure customer satisfaction as well as contribute to the sustainable growth and development of business for Beacon.

KEY POSITION RESPONSIBILITIES: 

• Provide timely quotations for all classes of business in keeping with The Beacon’s guidelines and approved Limits of Authority.
• Bind Coverage for quotations provided and accept New Business for all classes of insurance in keeping with The Beacon’s guidelines and approved Limits of Authority.
• Provide immediate Proof of Cover as may be required.
• To provide timely sign off on all Policy and other Documents as required.
• Continuously ensure compliance with all The Beacon’s guidelines, manuals, corporate policies and SOPs.
• Consistently identify new opportunities for cross -selling and up-selling the company’s products across Direct Team.
• To assist in the formulation, development and implementation of special projects
• To assist, Supervisor and Senior Management with effectively growing Beacon’s book of business.
• Develop Business through improvement of relationships with customers.
• To maintain Beacon’s book of business under your purview by ensuring policies are renewed through continuous communication with the Customers.
• To assist in preparation monthly reports on business written and overall performance of the book of business under your purview.
• Receive Claim Documentation, date stamp them, scan and e-mail to P&C Claims Technical Support Team
• Print Letters for disbursement where necessary and arrange for same to be mailed.
• Disburse printed cheques to Customers and place the signed cheque stub in the physical claim file
• In the absence of the cashier complete the cashing functions:
• Processing of receipts and deposits in accordance with cash collection procedures.
• Preparation of Payment vouchers, cheques and disbursements of cheques – Operational Expenses.
• Filing of all finance related documents – receipts, deposit slips and vouchers.
• Process online transactions via internet to have payments processed by head office.
• Preparation of Night Deposit.
• Disbursement and reconciliation of Petty Cash.