PURPOSE:

To assess and prudently underwrite Medical Business in commercially sound terms and to ensure that all underwriting and documentation duties in the section operate effectively and efficiently.

PRIMARY RESPONSIBILITIES:

• Accept or reject risk in line with the set underwriting guidelines;
• Process renewals, endorsements and follow up on Quotations;
• Reconciliation of underwriting issues;
• Respond to customer and intermediaries’ enquiries;
• Raise refunds for customers and service providers;
• To ensure proper and accurate debiting and crediting for all Retail proposals;
• Prepare and dispatch debit/ credit notes, member schedules premium and statements, utilization reports, letters to clients/ schemes;
• Process and dispatch membership cards to clients and intermediaries and
• Cancellation of policies due to non-payment of premiums.
• Review of Reconciliation of underwriting issues processed by Policy Administration Assistants;
• Preparation of weekly and monthly retail reports;
• Prepare travel letters on request to clients and intermediaries;
• Maintain accurate and clean membership records;
• Maintain an accurate record of all client correspondence in the client’s file;
• Handling customer service issues relating to membership, scope of cover, premiums and commissions
• Prepare cover confirmation letters when required by members for overseas travel purposes
• Ensure that all Retail business correspondence and data relating to membership administration are safely stored for future retrieval and reference.
• Resolution of claims issues within 5 days
• Send renewal Invite notices for all Retail policies;
• Issue decline letters
• Renewal follow ups and reminders
• Issuance of Medical examination letters
• Any other duty as may be given by the Supervisor/Underwriting Manager;

Academic and Professional Requirements

Education 

• Bachelor’s degree in a business-related field.
• Computer literate in MS Office and other office applications
• Progress towards CII or IIK

Experience Required: 

• 2 years Background in Actuarial Science or Statistics will be an added advantage