General
Job Title: Underwriting Assistant (Quality) - German, Spanish & Italian speakers required
Division: Underwriting Operations
Reports To: As per Beazley Org Structure
Key Relationships: Underwriters, Brokers, Underwriting Assistants, UCO, and external clients and suppliers.
Job Summary
To assist the team in maintaining efficient underwriting operations processes and providing
customer service to clients and internal stakeholders.
Objective of the role
- To provide support and assistance to underwriting operations quality checking policy documents, and other operational documents
- Triage broker and underwriter feedback on quality
- To provide effective reporting on quality
- To establish good internal and external relationships with clients and stakeholders
Key Responsibilities
Underwriting Support
- Auditing policy documents generated by UA’s - ensuring all data within the document matches PAS, slips and Underwriter instructions. Font and formatting in line with standards
- Feedback quality results to UA’s, Operational TL’s and Ops Managers in a a clear and concise manner, ensuring all feedback is remediated within 24 hrs of communicating it
- Monitor broker feedback on any errors/omissions/additions by reviewing the Beazley Policy mailbox and updating relevant trackers
- Monitor and track UW feedback post quality review on Policy issuance errors/omissions/additions
- Attend underwriting training and meetings as appropriate
- Produce reports on quality analytics
- Help maintain team standards through supporting other underwriting assistants (quality) in achieving their service/quality levels and targets as required
- Support the underwriters and team leader as required
- Participate in ad-hoc project work periodically
Personal Specification
This role requires someone result focused, self-motivated, flexible and enthusiastic. This role would be ideal for somebody with a professional approach to interact successfully with other clients, building relationships and an ability to negotiate with both internal and external parties.
Skills and Abilities
- Fluency in English and other languages based on regional business requirements - at least 1 of the following required: German, Spanish & Italian
- Demonstrated ability to build relationships with a wide range of stakeholders
- Accurate and numerate
- Computer skills – good working knowledge of MS Office
- Strong analytical skills with excellent attention to detail
- Effective communication skills (written, verbal, active listening)
- Ability to manage time, meet deadlines and prioritize
- Capable and comfortable with high percentage of daily activities requiring data entry
Knowledge and Experience
- Proven administrative experience, preferably within the insurance or financial services sectors
- Proven background in accurate, high volume data entry
- Underwriting Assistant/Audit experience is advantageous
Competencies
- Understanding of Insurance Processes:
- Insurance Knowledge – Familiarity with basic insurance concepts, tools and terminology
- Business Process Knowledge – Understanding of the workflow for policy issuance, claims processing, and underwriting across the risk lifecycle
- Attention to detail
- Error Detection – Ability to identify discrepancies and errors in documentation and data through thorough analysis and vigilance
- Detail/Accuracy Oriented – Maintains accuracy in data remediation and reporting to ensure timely and efficient servicing of policy and claims processing
- Basic analytical skills
- Data Analysis – Understanding of basic statistical concepts and ability to perform simple data analysis to identify trends, patterns and draw useful insights from business or customer data
- Communication skills
- Clear Communication – Clear and effective verbal and written communication with team members and stakeholders.
- Concise Reporting – Ability to document findings and report key issues concisely
- Stakeholder Management – Builds and manages relationships with business, operations and external stakeholders
Aptitude and Disposition
- Result/outcome focused, self-motivated, flexible and enthusiastic
- Professional approach to interact successfully with managers/colleagues/external suppliers
- Values continuous personal and professional development
