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Company: FURNESS Trinidad Group of Companies

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Job Ref.:

Job Title: Account Executive/Underwriter

Sector: BUSINESS DEVELOPMENT,SALES,RETAILING, DISTRIBUTION

Location: NORTH -PORT OF SPAIN,WOODBROOK,ST. JAMES, MORVANT

Job Type: Permanent full-time

Job description:

Account Executive/Underwriter

An account executive or account handler, you'll act as an important link between the Insurer and the Brokers.

Skills needed

  • Creativity and organization.
  • Strong interpersonal skills.
  • Excellent leadership abilities.
  • Analytical, decision-making and management skills.
  • Ability to develop lasting professional relationships with clients.
  • Strong speaking skills.
  • supports existing client accounts

 

 The primary duties: Account Executive

  • to build sales by prospecting for new clients and generate income by nurturing existing customer relationships with Brokers in the North, East and South areas
  • acting as a liaison between the company and its intermediary/Brokers
  • the key point of contact between an organisation and its clients
  • answering queries, offering advice and introducing new products, establishing new business.
  • Visit all Brokers at least once per week
  • Provide a report on visits
  • Assist in Underwriting/Policy generation/processing of transactions

Underwriter

  • Assist in data entry of renewal information and setting up of new policy on the system
  • Check calculation of premiums on broker slips
  • Ensure terms of agreement on broker slips comply with agreed terms on quotation slips.
  • Review proposal forms to ensure all questions are answered
  • Ensure all documentation is obtained and policy files opened with the required documents for each class of business
  • Assist in Underwriting/Policy generation/processing of transactions
  • Liaise with Brokers from time to time
  • Any other duties that may be assigned from time to time

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