Retail Underwriting Administrator Job ICEA Lion
Insurance Jobs, ICEA Lion Group Jobs.
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Key responsibilities
- Client Service & Communication Excellence:
- Serve as the first point of contact for the office by professionally answering multi-line phone systems and warmly greeting clients and visitors.
- Efficiently handle and resolve general client/ agents/ BDs inquiries regarding policy status and general services, escalating complex issues to the appropriate department/ resource
- Manage all incoming and outgoing correspondence, including sorting, logging, and distributing physical and electronic mail to the correct departments and personnel in a timely manner.
- Policy Documentation & Data Integrity:
- Accurately process insurance policy documentation, including the detailed input of new application data and renewal information
- Prepare, review, and issue Certificates of Insurance (COIs)as per requirements and guidelines.
- Maintain and update client and policyholder files meticulously, ensuring data integrity and compliance with state and record-keeping regulations e.g. Data Privacy act, AML, IRA
- Agent and Underwriter Support:
- Provide direct administrative support to agents and Business Development (BD) staff.
- Manage and coordinate internal and external meeting logistics, including scheduling appointments, sending invitations, and maintaining up-to-date calendars for key personnel.
- General Office and Financial Administration:
- Manage the inventory and ordering of all office supplies, ensuring staff have the necessary resources while adhering to a defined budget.
- Coordinate the procurement and distribution of marketing merchandise and promotional items for client events and agency outreach.
- Manage basic petty cash transactions, including tracking expenditures, reconciling receipts, and preparing reports for accounting.
Qualifications
- Degree in relevant field
- Added advantage: Qualification or progression on Professional insurance courses – CII , AIIK et
Experience
- Proven experience in insurance underwriting or an administration role
- 1 to 3 Years experience
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How to Apply
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