COLFIRE, Financial Services

Port-of-Spain, Trinidad

Job Summary:

• The Underwriter will be a senior 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, professionally and effectively represent the Company, provide quotations, treat with customer service issues, analyze data/market activities, recognize trends and make recommendations on strategies and products.

Job Description:

• Undertake assessments of risks and provide quotations, for all 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, Agents and Sales Representatives.
• Authorize quotations within specified limits of authority.
• Perform vehicle inspections and conduct surveys for Insurance purposes, as necessary.
• Receive funds and process receipts for internal and external customers and safeguard and account for funds collected.
• Undertake and/or supervise the End of Day process and prepare supporting documents and reports
• Prepare premium financing contracts.
• Manage, monitor and respond to emails.
• Oversee the operations of the CISCO Contact Centre, respond to calls and effectively address queries in keeping with the agreed timelines.
• Monitor, review and update policies earmarked for renewal.
• Monitor and process Service Centre transactions.
• Monitor and process refund transactions and assign registries to Finance to prepare payments.
• As authorised by Manager, examine and authorize all transactions e.g. new, refund, endorsements, letters, for All lines of business in keeping with Underwriting guidelines.
• Process Follow Ups assigned.
• Contact assigned Agents for monthly engagement.
• Monitor and manage policies with outstanding premiums.
• Manage and service Corporate Accounts.
• Analyse and prepare monthly production and any other reports as may be required.
• Assist with training and development of Underwriting staff.
• Undertake training and development for Online Agency staff.
• Visit and monitor Online Agencies to ensure compliance and prepare reports with recommendations.
• Assist the Senior Branch Administrator with the daily operations of Agency Team.
• Analyse data/market information and activities to recognise trends and make recommendations to develop strategies and products.
• Attend and represent COLFIRE at promotions.
• Attend and contribute by generating and sharing ideas at team and other general meetings.
• Work closely with team members and interface regularly with other Teams to achieve the Company’s Strategic Objectives.
• 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.
• Dip CII or other General Insurance qualification.
• Minimum of 3 ½ years’ experience as an Assistant Underwriter or similar position in the Industry.
• Exceptional customer service skills.
• Excellent oral and written communication skills.
• Strong networking and interpersonal skills.
• Strong organizational, problem solving, negotiation and decision-making skills.
• A proven ability to meet and achieve sales objectives, targets, and goals.
• Must possess effective team building and leadership skills.
• Proficiency in the use of Microsoft Office applications.
• Be passionate, driven and goal oriented.
• Able to meet deadlines and work with minimal supervision in a fast paced, demanding service environment.