Underwriter at Britam

• Reviewing proposal forms, verifying client’s data, assessing the proposed risk within set standards, counter checking the terms of the policy as well as reviewing the conditions of the policy.

• Assess the proposed risk within set standards.
• Keep detailed and accurate records of policies underwritten and decisions made.
• Review proposal forms.
• Release policy documents, endorsements, valuation report to clients.
• Communicate with clients on the renewal terms.
• Maintain high standards of customer service - responding to clients enquiries; (walk-in clients, telephone and emails).
• Liaise with intermediaries and direct clients on issues relating to their policies.
• Apply the credit control policy by ensuring that debit/credit notes raised are mailed. and that they reach the clients/intermediaries within the shortest time possible.
• Issue policy documents of general business.
• Generate renewal notices for all renewal business.
• Delegated Authority: As per the approved Delegated Authority Matrix

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