Our client in the insurance sector is recruiting an Underwriting Assistant 

Main duties

• To prepare quotes and service agents & brokers from quote stage to processing of proposal and underwriting
• To screen and monitor instructions/placing slips/proposals from Agents and Brokers as well as for direct businesses as per Company’s standards
• To service agents & brokers in respect of their insurance needs
• Ensure that Renewal terms are sent to clients/Agent & Brokers as per our standards and prescribed time
• Ensure day to day mail & telephone queries from Agents/Brokers and internal handlers are handled as per SLA’s set
• Focus on cross selling initiatives and build up relationship with agents & brokers
• To maintain & grow renewal business of IBU
• Any other cognate duties which may arise aligned to business requirements.

 Qualifications/Experience:

• Holder of a Higher School Certificate
• Have at least 2 years experience in the insurance field more specifically the underwriting with excellent customer relationship skills
• Should ideally be studying the CII
• Be fully computer literate
• Experience in the personal line insurance would be a definite advantage
• Have good interpersonal and communication skills (both oral and written)
• Be proactive, dynamic and result-oriented with a good eye for details
• Be able to work under pressure to meet deadlines
• Be a team player

Proactive Talent Solutions reserves the right:

To call only the shortlisted candidates for interview.

Not to make any appointment following this advertisement nor to assign any reason whatsoever for accepting or rejecting any candidate.

Our client in the insurance sector is recruiting Credit Control Assistants to join the Accounts department.

About the role

Reporting to the Credit Controller and will be responsible for chasing/collecting outstanding debt from clients, processing the payments/allocations and reconciliation of accounts.

Responsibilities

• Assist in debt collection - direct clients, agents and brokers
• Process payments received - cheques/internet banking
• Update cheque tracking system
• Monitor/process and upload standing order/direct debit
• Ensure timely input in AS400
• Allocate payment received from Brokers, follow up on overdue premiums and ensure that payments are received and perform quarterly reconciliation.
• Monitor the timely sending out of reminders/‘Mise en Demeure’ and follow up for unsettled accounts
• Attend to customer’s queries - including banks, agents and brokers - in a timely manner and handle any dispute
• Process payments received and ensure that they are lodged promptly
• Follow up on credit restrictions
• Prepare and dispatch Statements of Accounts
• Prepare dossiers for cancellation of policies and Loans and Default client’s cases to be referred to Attorney or Commissioner for protection of Borrowers. Liaise and follow up on cases already referred.
• Contact customers, agents, banks or brokers for outstanding payments. Arrange for appointment to discuss/set up repayment plans. Record arrangements.
• Prepare monthly reports when required
• Regularly carry out the maintenance of files on the computer system

Candidate’s Profile

• Higher School Certificate (HSC) or equivalent (Mathematics and Accounting at principal level would be an advantage)
• At least 2 years’ working experience in a similar position
• Fully conversant with MS Office Tools (Word, Excel and PowerPoint)
• Outgoing personality, with excellent oral and written communication skills
• Be a good team player
• Good planning and organisation skills
• Be able to work under pressure

Proactive reserves the right:

To call only the shortlisted candidates for interview.

Not to make any appointment following this advertisement nor to assign any reason whatsoever for accepting or rejecting any candidate.