Sales & Underwriting Representative

For one of our clients, a large general insurance company in the Caribbean with operations in various territories, we are looking for a Sales & Underwriting Representative.

As the Sales & Underwriting Representative in the Life insurance department you assist with broker requests and back office administration tasks.

Main responsibilities:

• Distribute the broker’s administrative list to respective staff and follow up to ensure completion;
• Submit weekly reports to team leader;
• Print and review monthly lapsed policy list for agency and direct clients in order to action problematic areas;
• Update and monitor agent distribution list;
• Control the production and handling list (staff assignments);
• Assist the Front Office department with service to the clients, policy checking and signing when the need arises;
• Assisting clients, colleagues and agents with policy rated and quotations for all policies;
• Assist overseas staff in their duties;
• Ensure that inspections and carried out within the companies stipulated service timeframe;
• Follow up with the IT department with all technical problems relating to the department;
• Monitor and make recommendations to improve all aspects of cross and up selling within the company;
• Update team leader on any important issues;
• Assist as directed by management, in other activities within the department;
• Assist with the creation of policy documentation and ensure that the administration work is completed within the company’s stipulated service time frame;
• Review and sign all renewal policies on monthly basis in which renewals should at least be completed 2 months prior to renewal date;
• Correcting, stamping, and signing of schedules, endorsements, and policy conditions;
• Reviewing and signing all renew policies (monthly);
• Provide advice, guidance, and information in response to requests/enquires from customers by phone, fax, and e-mail or in person.
  
  

• At least an Associate Qualification in related discipline. Bachelor’s degree in the same of study will be a plus;
• Two to three years’ experience in similar role;
• An organized approach and excellent time management skills;
• Good communication skills;
• The ability to work well as part of a team;
• Computer literacy and good typing skills;
• Accuracy and attention to detail;
• The ability to use your own initiative but also know when matters need to be referred to a supervisor or manager;
• Excellent interpersonal skills;
• Good at report writing;
• Ability to maintain a high level of accuracy in preparing & entering information;
• Able to relate to a wide range of people;
• Tactful, patient and calm;
• Ability to work well without constant supervision;
• Fluency in Dutch, Papiamentu, and English. Spanish would be an asset;
• Empathetic, diplomatic, and fair;
• Logical and perceptive;
• Analytical and problem solving skills;
• Knowledge of office administration;
• Motivated and disciplined;
• Organized and able to work well under pressure;
• Strong working knowledge in computer skills.