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Sales and Underwriting Support
2 weeks ago
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
- 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
- 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
- Accuracy
- Attention to detail
- Good typing skills
- Learning agility
- Competent written English
- Excellent English communication skills
- knowledge of the commercial insurance lifecycle
- 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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