Underwriting Assistant - Broker Services

The incumbent is required to provide clerical and administrative support to the Department which includes paying close attention to detail, organizational skills, computer literacy and accuracy.

KEY POSITION RESPONSIBILITIES:

• Maintain accurate transmittal sheets for documents being forwarded throughout the organization.
• Assist with the dispatch of renewal notices and listings. 
• Utilize Insure 90 system for querying the type of cover, last users, inception dates etc.
• Takes minutes of meetings, develops schedules, task lists, and disseminates to relevant employees.
• Efficient coordination of meetings with staff, and clients as required.
• Dispatch, print, stamp, bind and email documents to all customers (broker, agents, direct) banks and place original in collection tray.
• Scan and upload policy messages/instructions via Lansa to underwriters to action.
• Collect and dispatch documents from courier/staff/ customers (broker, agents, direct).
• Enter Quotes on LANSA system.
• Sort Scanned Documents.
• Complete Excel Sheets for DMU.
• Keeping workspace organized in terms of company files, records and stationery.
• Attending to walk-in customers/ Customer Service.
• Address basic customer queries.
• Follow up on outstanding documents and/or receivables.
• Answer telephone calls in a professional manner and take accurate messages, including those in confidence.
• Complete and other job related task that is related to the Sales and Business Division.