Policy Services Associate

Responsibilities

Key Responsibilities

• Complete underwriting/administrative duties such as maintaining accuracy and completeness of trackers/spreadsheets/CRM for reference which is necessary for tracking and reporting purposes


• Be of assistance to the Lead/Senior Underwriter in processing new businesses, renewals, reviews endorsements and cancellations in accordance with policies and procedures.


• Responds to email policy inquiries, Emails may be from Clients, Staff, & Insurers


• Provide support to Internal and External Advisers for underwriting related issues

Requirements

Requirements

• 2+ years experience working in the F&G insurance industry


• An ability to listen, digest information and report on it in a way that it can be processed by different audiences (stakeholders, lawyers, medical, financial etc.)


• Preference to a candidate with experience in the Australian and or New Zealand Market, however some overseas market experience can be considered dependant on location (ie. North America) and duration.


• Has willingness and initiative to learn and assist the Lead/Senior Underwriter. Fast Learner and has the ability to cope with process updates to meet business requirements.


• A team player who can work with minimal supervision and manage time efficiently.


• Strong administrative skills and an ability to effectively manage all aspects of each underwriting inquiry.


• Keen to details and ability to keep detailed records of policies underwritten and changes made.


• Excellent verbal and written English communication skills. An ability to confidently handle sensitive, confidential information (such as commission payment reports, bank account details).


• Experience using Google sheets is preferred (basic understanding).


• Experience using Accounting and or Underwriting software preferred.


• Experience handling multiple inboxes


• Ability to understand or familiar with insurance terminologies/jargons.


• Preferably with basic to good numeracy and statistical skills.


• With excellent knowledge on email etiquette.


• Ability to problem solve and find solutions for business and client cases.

Work Arrangement

• Work Setup: On\-site


• Work Hours: Monday to Friday, 1 hour flexi start time, you may choose between 5am \- 6am or 6am \- 7am start times to be agreed with and arranged with your manager upon start. You should complete a total of 9 hrs work time inclusive of 1 hr lunch break, per day.

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