Specialist

Position Summary – Portal Kick outs

Picking the New Business requests those have been declined / referred by the Online portal due to failing the risk factor. Work includes checking additional flags and related additional information to arrive on a decision to approve the request. enabling brokers to get quotations and providing administration support to assist. 

This is a great position for someone who has a keen eye for detail and would like to develop into a senior initial underwriter or pricing underwriter

Job Responsibilities

·       Checking the reason for portal deferred case and identifying the next steps  

·       Proactively managing the work volumes of these to stay within service level agreements.

·       Interpret information from customer requests and apply them to our standard procedures.

·       Providing administrative support to Underwriters

·       Liaising with other internal departments within Sales & Operations as and when required.

Education, Technical Skills & Other Critical Requirement

Education

Bachelor’s degree (any stream) or diploma with a minimum of 15 years of education.

Preferred. 

Any financial services qualifications or equivalent, such as GR1 or other CII qualifications.

Experience 

(In Years)

Minimum 3-4 years’ experience of working in an Underwriting function)

Demonstrate a strong customer focus, with passion for ensuring the customer receives the right support and solutions

Technical Skills

Excellent written and verbal communication skills (verbal communication limited with UK Ops Team) 

Ability to work efficiently with good attention to detail.

Accurate and able to demonstrate a high level of organization.

Ability to multi-task and priorities workload.

Self-motivated, enthusiastic with a ‘can do attitude’. 

An excellent eye for detail with high accuracy levels

Strong educational grade for English and Mathematics

Other Critical Requirements Like Voice/ Non-Voice for Insurance Ops

Non-Voice

Written communication skills (Email only)

Proficient in Microsoft Excel