Role Definition

Perform general administrative duties and provide support to the Underwriting team.

Key Responsibilities / Accountabilities

• Policy issuance, endorsements, correction of policy details, cancellation, debt chasing for the online platform and supporting the admin team with these functions for the internal underwriting system.
• Assist external users with registration (including compliance checks), use of the external facing platform and general account management.
• Support the team on a day-to-day basis with organisation and management of the online mailbox, moving emails to the right mailbox where required.
• Support Head of Online with User Acceptance Testing of changes and fixes to the internal system and external facing platform.
• Raising tickets with the support team where issues are found and ensuring timely resolution.
• Liaise with finance and underwriters to solve accounting queries in a quick and efficient manner.
• Produce reports on an ad hoc basis for the data team.
• Assist in underwriters administration i.e. filing of correspondence, slips, proposal forms, etc.
• General administrative duties including e-mail, answering the phone, taking messages, etc.
• Coordinating between departments and operating units in resolving day-to-day administrative and operational problems.
• Scheduling and coordinating meetings, interviews, events and other similar activities where required.
• Preparing business correspondence (often using word processing, spreadsheet, and presentation computer software).
• Completeness of client folders.
• Minimal errors in respect of data entry and policy issuance.
• Maintain spreadsheets and client folders.