Job Purpose

Reviewing proposal forms, verifying client’s data, assessing, pricing and determination of terms of the proposed risk within set standards, counterchecking the terms of the policy as well as reviewing the conditions of the policy in a manner to ensure quality selection of risks and timely service.

Key Responsibilities

Principle Accountabilities:

• Determine acceptability of risks, recommend risk surveys, monitor and review terms of accounts assigned.
• Train and mentor assigned staff on technical matters to ensure their skills are sharpened.
• Handle review of specialty lines including bonds and financial lines.
• Train staff and partners on specialty lines.
• Keep a record of all bonds and manage the onboarding and cancellation process of the bonds and other related financial lines insurances.
• Assist in onsite valuations, surveys and risk management assessments.
• Use survey templates to record assessments and collect photographic evidence on risk surveys undertaken.
• Research, collate and assess risk information relating to buildings, property, employees or clients.
• Check and sign assigned underwriting documents to authenticate them as per the authority matrix.
• Prepare renewal notices and make follow ups to ensure retention of assigned accounts.
• Requisition for premium refunds to facilitate processing of the funds to clients.
• Ensure that premiums are paid in respect of accounts managed.
• Maintain effective business relationships with clients and intermediaries to ensure effective delivery of service.
• Monitor service standards within the section to ensure high quality customer service is delivered.
• Delegated Authority: As per the approved Delegated Authority Matrix.
• Perform any other duties as may be assigned from time to time.

Knowledge, Experience And Qualifications Required

• Bachelor’s degree.
• At least 4-6 years’ experience in Underwriting with experience in specialty Lines.
• ACII/AIIK qualifications.

• Determine acceptability of risks, recommend risk surveys, monitor and review terms of accounts assigned.
• Train and mentor assigned staff on technical matters to ensure their skills are sharpened.
• Handle review of specialty lines including bonds and financial lines.
• Train staff and partners on specialty lines.
• Keep a record of all bonds and manage the onboarding and cancellation process of the bonds and other related financial lines insurances.
• Assist in onsite valuations, surveys and risk management assessments.
• Use survey templates to record assessments and collect photographic evidence on risk surveys undertaken.
• Research, collate and assess risk information relating to buildings, property, employees or clients.
• Check and sign assigned underwriting documents to authenticate them as per the authority matrix.
• Prepare renewal notices and make follow ups to ensure retention of assigned accounts.
• Requisition for premium refunds to facilitate processing of the funds to clients.
• Ensure that premiums are paid in respect of accounts managed.
• Maintain effective business relationships with clients and intermediaries to ensure effective delivery of service.
• Monitor service standards within the section to ensure high quality customer service is delivered.
• Delegated Authority: As per the approved Delegated Authority Matrix.
• Perform any other duties as may be assigned from time to time.

• Bachelor’s degree.
• ACII/AIIK qualifications.