Underwriting/Accounts Assistant

Key tasks and responsibilities

• Develop and apply a thorough knowledge and understanding of the insurance market and underwriting process. Be familiar with basic policy features, benefits, exclusions and warranties.
• Understand and assist with the underwriting process, to include assisting the underwriters in the production and distribution of policy documentation, as per the Underwriters instructions.
• Input and maintain accurate records within the Underwriting and Accounts systems and capture relevant data to allow for the successful monitoring and analysis of risks written.
• Liaise with brokers and policy holders to obtain information to produce insurance documentation and chase for outstanding premium/adjustments/declarations.
• Raise invoices/credits as required in relation to the policy wording.
• Aid in the premium collection process: credit control or Direct Debits
• Maintain reconciliations within the Accounts department.
• Assist with the smooth running of the Accounts department including banking and remittances made.
• Liaise with other departments as required.
• Liaise with brokers and clients to develop good working relationships.
• Attend training sessions and other meetings, as and when required.