KEY DUTIES AND RESPONSIBILITIES
Receive review and record insurance applications and supporting documents.
Verify completeness and accuracy of submitted information before forwarding for underwriting review.
Input client and policy data accurately into the underwriting system.
Assist in preparing quotations renewal notices policy schedules and endorsements.
Follow up on outstanding documentation from clients agents or brokers.
Maintain updated records of policy files and underwriting registers.
Liaise with clients sales agents and other departments regarding underwriting queries and requirements
Manage day-to-day office operations and procedures.
Maintain filing systems (both electronic and physical) for organizational documents.
Handle correspondence incoming calls and emails in a timely and professional manner.
Prepare letters reports meeting minutes and other official documents.
Support management in scheduling meetings appointments and travel arrangements.
To receive scan and send claims from the customers to the claims department on time.
Oversee office supplies inventory and ensure timely replenishment.
Coordinate repairs and maintenance of office equipment and facilities.
Liaise with vendors service providers and other external stakeholders.
Ensure a clean organized and safe office environment.
To attend to customers in a courteous manner and ensure their needs are met efficiently.
Ensure adherence to company policies and administrative procedures.
Prepare periodic administrative reports when required.
Maintain confidentiality of company information and staff data.
To resolve basic customer queries within required timeframe and escalates exceptions where necessary to ensure adequate customer service and client retention.
To actively promote and participate in living the Liberty Life Insurance Zambia brand values vision and interpretation thereof in order to continuously build and maintain effective proactive and collaborate team relationships
Ensuring that stock levels for cards ribbons brochures paper envelops and any other stationary required to carry out the duties outlined above.
Any other duties assigned by the supervisor
Assist in processing invoices petty cash and other administrative expenses.
Support the finance team with reconciliations and record keeping.
Maintain accurate and updated records for staff attendance leave and asset registers.
QUALIFICATIONS/REQUIREMENTS
REQUIRED KNOWLEDGE AND SKILLS
Computer Skills (MS Office)
Excellent written and verbal communication
Interpersonal Sensitivity
Planning and organizing
Strong analytical problem-solving and decision-making skills.
Good interpersonal and communication abilities.
Previous exposure to underwriting or insurance operations will be an added advantage.
High level of Confidentiality.
Strong knowledge of Customer Service practices
HOW TO APPLY
Candidates who meet the requirements are encouraged to send their application and relevant documents (CV Application Letter Credentials in a single pdf or word file) to: and Copy . Please clearly indicate Underwriting Clerk/Office Assistant and the Location of Choice in the subject line of your application e.g Underwriting Clerk/Office Assistant-Solwezi. Only candidates who meet the application instructions and requirements shall be contacted.
APPLICATION DEADLINE: Tuesday 9th December 2025.
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