Purpose of Role The primary purpose of this role is to play a key part in supporting the Underwriting team and delivering a high standard of client service. By managing essential operational tasks, this role helps underwriters stay focused on production and underwriting activity. It includes working across underwriting systems, reviewing policy documents, handling broker, accounting and policy queries, and supporting renewal and current business submissions.
Key Accountabilities & Responsibilities
Process Management and Customer Service
- Register bookings within required timeframes and quality standards, following a right-first-time approach.
- Act as the first point of contact for complex business processing and new business queries.
- Work with Operations,
brokers and internal teams to resolve issues quickly and keep submissions moving.
- Review name clearance results, prepare underwriting files, and complete data entry, market research and rating.
- Support policy document review, ad hoc document creation, broker chasing and reconciliation of aged finance items.
- Keep underwriting files complete, audit-ready and accurately tracked in workflow systems.
- Support process improvements, UAT and other business tools as a subject matter expert.
- Carry out any other duties assigned by the Team Leader.