Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Ban...

Job Purpose:

To provide supervised operational and administrative support to the underwriting team by assisting with the review of proposal forms, verification of client documentation, data capture, policy documentation, and routine follow-up activities while gaining practical exposure to underwriting processes and standards.

Key Responsibilities:

• Assist in reviewing proposal forms and client documentation for completeness, accuracy, KYC requirements, and adherence to underwriting guidelines before escalation to senior underwriters.
• Support data capture, booking of approved retail policies, and issuance of motor certificates in line with approved procedures and supervision.
• Verify and organize underwriting records, including proposal forms, policy schedules, endorsements, valuation reports, and related documents in the document management system.
• Prepare routine policy documents, endorsements, renewal notices, and customer correspondence for review and approval by the supervising underwriter.
• Assist in tracking referred risks, pending renewals, endorsements, and outstanding requirements to support timely turnaround and service delivery..
• Respond to routine customer, branch, and intermediary queries under guidance, escalating technical or complex matters to senior underwriters.
• Support preparation and dispatch of debit notes, credit notes, and related communication in line with credit control procedures.
• Compile basic underwriting data and reports to assist senior underwriters in risk review, workflow monitoring, and automation process improvement activities.
• Observe delegated authority limits and ensure all underwriting decisions, approvals, and exceptions are referred to the appropriate authorized officers.
• Perform any other learning and operational support duties assigned by the supervisor within the scope of the internship role.

Knowledge, experience and qualifications required

Knowledge, Experience and Qualifications required and Essential Competencies - External

• Bachelor’s degree (insurance option preferred)
• No experience required but foundational knowledge of insurance processes and procedures will be an added advantage
• Computer literate

Technical/ Functional competencies:

• Knowledge of insurance regulatory requirements
• Knowledge of insurance products
• Sales and marketing management skills
• Diplomatic in handling client relationship

• Assist in reviewing proposal forms and client documentation for completeness, accuracy, KYC requirements, and adherence to underwriting guidelines before escalation to senior underwriters.
• Support data capture, booking of approved retail policies, and issuance of motor certificates in line with approved procedures and supervision.
• Verify and organize underwriting records, including proposal forms, policy schedules, endorsements, valuation reports, and related documents in the document management system.
• Prepare routine policy documents, endorsements, renewal notices, and customer correspondence for review and approval by the supervising underwriter.
• Assist in tracking referred risks, pending renewals, endorsements, and outstanding requirements to support timely turnaround and service delivery..
• Respond to routine customer, branch, and intermediary queries under guidance, escalating technical or complex matters to senior underwriters.
• Support preparation and dispatch of debit notes, credit notes, and related communication in line with credit control procedures.
• Compile basic underwriting data and reports to assist senior underwriters in risk review, workflow monitoring, and automation process improvement activities.
• Observe delegated authority limits and ensure all underwriting decisions, approvals, and exceptions are referred to the appropriate authorized officers.
• Perform any other learning and operational support duties assigned by the supervisor within the scope of the internship role.

• Sales and marketing management skills
• Diplomatic in handling client relationship

• Bachelor’s degree (insurance option preferred)
• No experience required but foundational knowledge of insurance processes and procedures will be an added advantage
• Computer literate
• Knowledge of insurance regulatory requirements
• Knowledge of insurance products