COLFIRE, Financial Services

Port-of-Spain, Trinidad

Job Summary:

• The Assistant Underwriter will be a member of a dynamic team of professionals dedicated to providing support to the Salesforce.  He/she will be required to market COLFIRE’s products and services, assess and accept risks pertaining to all General Insurance products and services.  He/she will also be required to support the Online Agency network, provide quotations, treat with customer service issues and professionally and effectively represent the Company.

Job Description:

• Undertake assessments of Motor, Property and Liability risks and provide quotations, for these lines of business.
• Process new, renewal and endorsement transactions and ensure all required documents are uploaded to the Insurance Application.
• Respond to enquiries from internal and external customers and Agents and Sales Representatives.
• Authorize Motor, Property and Lability quotations within specified limits of authority.
• Authorize Motor, Property and Liability transactions within specified limits of authority.
• Perform vehicle inspections and conduct surveys for Insurance purposes.
• Review and update policies earmarked for renewal.
• Survey Properties for risk assessment.
• Receive funds and process receipts for internal and external customers and safeguard and account for payments collected.
• Undertake the End of Day process and prepare supporting documents and reports.
• Prepare premium financing contracts.
• Monitor and respond to emails.
• Log on to CISCO Contact Centre, respond to all calls and effectively address all queries in keeping with the agreed timelines.
• Monitor and process Service Centre transactions.
• Process refund transactions and assign registries to Finance to prepare payments.
• Process Follow-ups assigned.
• Conduct assigned telemarketing for customers, Agents, Sales Representatives within agreed timelines to support and improve customer retention.
• Contact assigned Agents for monthly engagement.
• Monitor and manage policies with outstanding premiums.
• Assist with servicing and managing Corporate Accounts.
• Register clients for the Defensive Driving Program.
• Assist with training and development of Online Agency staff.
• Visit and monitor Online Agencies to ensure compliance and prepare reports with recommendations.
• Provide and analyse market information and activities, identify trends, and make recommendations to develop strategies and products.
• Attend and represent COLFIRE at promotions.
• Work closely with team members and interface regularly with other teams to achieve the company’s strategic objectives.
• Attend and contribute to weekly planning, monthly production and other general meetings.
• Develop business relationships with customers, Agents and Intermediaries to the benefit of all parties.
• Market COLFIRE’s products and services, negotiate premiums and underwrite quality risks in keeping with the company’s Underwriting guidelines. 
• Maintain in all transactions the highest standards of quality and service in keeping with COLFIRE’s Core Values.
• Professionally and effectively represent COLFIRE and deliver excellent customer service in every interaction.
• Consistently contribute to the continuing development of COLFIRE and its products and services.
• To perform any other duties and activities as they relate to the operations of the Company.

Education and Experience Requirements:

• Bachelor’s Degree in a similar/related field.
• TTII State License/CII Certificate or other equivalent general insurance qualification.
• Minimum of two (2) years’ experience as a Junior Underwriter or similar position in the Industry.
• Exceptional customer service skills.
• Excellent oral and written communication skills.
• Strong networking, problem solving and interpersonal skills.
• Strong organizational, team building, negotiation and decision-making skills.
• Passionate, driven and goal oriented.
• Proficiency in the use of Microsoft Office applications.
• Able to meet deadlines and work with minimal supervision in a fast paced, demanding service environment.