Sales and Underwriting Support

2 weeks ago


Taguig, National Capital Region, Philippines Glints Full time
The purpose of the role is to provide administrative support to Sales and Underwriting team members to enable those team members to focus on business acquisition technical underwriting and risk assessment

Key Responsibility Area
  • Keep up-to-date with industry trends, regulations, and product knowledge.
  • Maintain accurate records of client interactions and transactions.
  • Creating & maintaining files
  • Data entry
  • Pre-renewal preparation
  • Broker & Customer Admin Ad-hoc tasks
Tasks
  • Create and maintain files for reuse
  • Entry of policy and claims data processing of endorsement / mid-term alterations of policies
  • Completing Certificates of Currency in standardized templates
  • Populating pre-renewal cases for policies in preparation for Underwriter risk assessments
  • Populating per-renewal survey requests for policies
  • Inviting customers to create SC App accounts, and access SC tools
  • Following up survey recommendations with brokers
  • Monitoring group email inboxes and assigning items to Underwriters
  • Ad-hoc administrative tasks as required from time to time by SC Care
Systems
  • Google Sheets, Excel, Confluence pages, and Google Docs files
  • Policy Admin System
  • Care Portal, Tableau, GMail
  • G-Suite, Excel, Confluence, Policy Admin System, Care Portal
Skills
  • Accuracy
  • Attention to detail
  • Good typing skills
  • Learning agility
  • Competent written English
  • Excellent English communication skills
  • knowledge of the commercial insurance lifecycle
Requirements
  • Bachelor's degree in Business, Finance, or a related field.
  • Proven experience in sales and underwriting, preferably in the insurance or financial services industry.
  • Strong communication and interpersonal skills.
  • Excellent problem-solving and analytical abilities.
  • Ability to work independently and as part of a team.
  • Knowledge of underwriting principles and practices is a plus.
  • Proficiency in using the mentioned software and other relevant tools.
  • Willing to work in a hybrid set-up (2-3days per week onsite)

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