Person Specification
- New business conversion
- Renewal retention
- Accuracy of Data Input
- Accuracy of Documentation
- Complaint handling
- Maintenance of Diary
- Promptness in dealing with correspondence
- Promptness in returning telephone calls
Take the next step in your career with us.
Allied World is an ideal place for talented professionals who are driven by a belief in the value of collaboration and the power of knowledge.
We believe that when our great people work together and support one another our clients receive the best solutions. We embrace unique perspectives and empower each person to grow through professional development career training and mentoring programs.
Our people are our most important asset and we are very proud of the quality of our team members.
Duties and Responsibilities:
- Maintaining the companys filing systems recording where appropriate incoming documents
- Respond to inquiries from Brokers / Intermediaries in a courteous and helpful manner ensuring that all information to enable the underwriting of any risk is obtained and communicated
- Complete the key tasks of securing appropriate information and facts to identify client(s) requirements and provide & communicate quotations if applicable to the ceding Brokers / Intermediaries in accordance with the Underwriting guidelines which the jobholder has been assigned underwriting permissions.
- Using the information and facts gathered or presented by the ceding Brokers / Intermediaries to Rate / set Premiums apply terms and conditions in accordance with guidelines which the jobholder has been assigned underwriting permissions.
- Using the information and facts gathered or presented by the ceding Brokers / Intermediaries to Rate / set Premiums apply terms and conditions in accordance with guidelines under which the jobholder has been assigned underwriting permissions.
- The jobholder in setting rates / Premium will utilized the Companies quotation system rating guides or by referring to Dawn Zacharow. If any quotation is accepted verbally the jobholder will issue written confirmation providing full details of cover where applicable seek proposal(s) for completion or Statement(s) of Fact(s) for checking against underwriting facts information resting on file.
- Prepare and issue invoices policy documents and update client records.
- The jobholder will share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims occasionally referring such matters to senior colleagues.
- Ensure that files and system records are created for new business and updated following all amendments notified by ceding Brokers / Intermediaries.
- Ensure that credit control rules are followed and that cash flow objectives are achieved.
- Assist ceding Brokers / Intermediaries with claims notification procedures or in the event of Policy Holders making a direct enquiry by directing them to the appropriate Claims Management partner &/ or help line.
- Respond to claim enquires from ceding Brokers / Intermediaries or in the event of a direct enquiry from a Policy Holder(s) insurers(s) and third parties received by phone letter or e-mail in a courteous and helpful manner and ensure all information required is obtained and communicated.
- Ensure files and system records are annotated where applicable in respect of notified claim(s) &/or updates.
- Maintain secure efficient and accurate filing systems.
- Other duties and responsibilities as may be required by line manager