Underwriting Analyst Job Liberty Life

Insurance Jobs, Liberty Life Jobs.

Job Summary

The role holder will be responsible for the effective processing of underwriting documents and verification of client data and assessment of the proposed risks within the set standards.

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Key Responsibilities

• Assess the proposed risk within set standards to accurately determine the risk the business is taking
• Policy generation and motor certificate issuance
• Preparation of policy documents
• Policy endorsements
• Policy reconciliation
• Policy renewal
• Policy debiting
• Policy cancellations
• Issuance of cover notes
• Issuance of quotations
• Keep detailed and accurate records of policies underwritten and decisions made
• Maintain high standards of customer service by responding to clients enquiries (walk-in clients, telephone and emails) and efficiently address their issues
• Assist clients in identifying our products (policies) that suit their needs in line with insurance principles.
• Liaise with intermediaries and direct clients on issues in relation to their policies to provide correct information to the client
• Apply the credit control policy and ensure that debit/ credit notes raised are raised in the correct month to facilitate collection
• Ensure proper filing of client information both manual and electronic for easy retrieval of documentation when required
• Embrace governance requirements with respect to KYC/AML/Data protection requirements per governing Acts.

Qualifications

• Bachelor’s degree in insurance, Finance, Economics or other business-related discipline
• Progress towards Diploma in Insurance (ACII or AIIK), (at least 3 papers or equivalent)

Experience

• Up to 2 years’ experience in the insurance or financial services industry

Competencies

• Business management skills
• Excellent analytical skills
• Excellent organizational and stakeholder management skills
• Negotiation skills
• Communication skills
• Customer, market and competitor understanding.
• Knowledge of insurance industry and concepts
• Knowledge of insurance regulatory requirements
• Knowledge of underwriting processes, procedures and concepts

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How to Apply

If you meet the above requirements, you are encouraged to forward your application and updated CV to vacancies@heritage.co.ke by 4th March 2026. Clearly state the job title on the subject heading.