Underwriting Clerk at The Maritime Financial Group in Chaguanas, /, TT

JOB SUMMARY

The Underwriting Clerk provides support to the Underwriting Assistant and Underwriting Coordinator functions. This role ensures that all general insurance business is processed in accordance with Maritime General’s policies, procedures and operating guidelines, focusing on core risk assessment and client management.

PRIMARY FUNCTIONS

1. Underwriting Tasks 

• Liaise with Financial Advisors, Agents and Brokers.
• Providing quotations and handle requests for policy documents, etc.
• Preparing provisional renewals.
• Following up for outstanding documents, requirements and information.
• Providing guidance to FASS and Client Care.
• Windscreen Inspections

2. Data & System Management

• Perform data entry for new business, renewals, and adjustments across all Motor and Non-Motor lines of General Insurance.
• Complete and update Mortgagee Confirmation Spreadsheets and related documentation.
• Update the system to track outstanding and received documents and client information (address, email, contact numbers).
• Assist with the online renewal process, including scanning and emailing renewal certificates/endorsements to clients and brokers.

3. Document Preparation & Processing

• Prepare, print, and compile final policy documents, and correspondence (letters, memos) for signing by the Underwriting team.
• Prepare necessary Endorsements (Renewals and Adjustments) for both Motor and Non-Motor lines, ensuring accuracy before they are passed to the Underwriting Assistant or Coordinator for final review and signing.
• Issuing of “7-day notice” letters for Clients with premium financing arrears – includes following up and the subsequent cancellation of these policies or withdrawal of these notices.
• Prepare Motor Insurance Certificates and related documentation, including those that are non-system generated.

4. Mail, Filing & Distribution

• Assist with the distribution of incoming and outgoing mail for the Underwriting Unit, including stamping, sorting, and delivering correspondence.
• Sort, mail, and file processed policy documents, correspondence.
• Prepare and send documents for digital scanning and archiving to maintain the integrity of the unit's file management system.
• Update logs, prepare and send documents/ correspondence to their respective branches and units
• Assist with maintaining the filing system

SECONDARY FUNCTIONS

• Prepare and maintain daily spreadsheets and logs for the tracking and retrieval of physical and electronic Policy Files.
• Attend to telephone client queries related to policy status, mailing, or general information, referring complex or technical inquiries to the Underwriter.
• Assist with special projects and completion of reports.
• Assist with general clerical functions and special projects as assigned by the Underwriting Coordinator / Team Leader
• Perform other duties assigned by the Underwriting coordinator / Team Leader.

QUALIFICATIONS

Education

Minimum 5 CSEC passes inclusive of Grade 1 or 2  in Mathematics and English A and

6 CAPE passes (full certificate) or an equivalent diploma or professional certificate. 

BSc Management Studies or related degree or General Insurance Related qualifications.

Experience

At least six (6) months experience in insurance industry would be an asset.

Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.

We thank you for your application. However, only if you have been short-listed, you will be contacted.