Operations Underwriter - Corporate and Agency Services

The Operations Underwriter is expected to be part of a dynamic team of professionals, dedicated to providing unfailing support to Agency Unit to ensure customer satisfaction.

SCOPE

The Operations Underwriter have the ability to bind cover up to a specified amount, provide quotes, manage claims and receivables, deal with customer service issues and engage in marketing of Beacon’s services.

 RESPONSIBLITIES

Business Development/Revenue Generation

• To assist the Agency Unit when queries  arising from customers concerning their accounts.
• Consistently identify new opportunities for cross-selling and up-selling the company’s products.

 Internal Operations

• Timely response to all Salespersons and Agency (inclusive of regional Agencies) queries and requests.
• Develop Business through improvement of relationships with Agencies and Salespersons.
• Provide timely quotations for all classes of business in keeping with The Beacon’s guidelines and approved Limits of Authority.
• Prepare monthly scorecard for Salespersons/ Agencies.
• Efficient retention management within company’s targets for assigned Salespersons and/or Agencies.
• 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.
• Prepare No Claims Letters as required.
• Effectively manage assigned Salespersons and Agencies folder on the system.
• Ensure the accuracy and efficiency of all entries made on The Beacon’s core operating system.
• Continuously ensure compliance with all of The Beacon’s guidelines, manuals, corporate policies and SOPs.
• Perform miscellaneous job-related duties as assigned by the Supervisor or Manager.

 Customer Service

• Provide assistance for claims service within the Agency Unit by-

• Receiving claim forms
• Determining coverage or absence thereof
• Providing briefs to the claims department on the claimant and the respective risk(s).