Insurance Underwriter Analyst

Recruitify_HR; Muntinlupa; On-site; PHP 600,000 - 820,000; Full time

Job summary

A recruitment agency is seeking an experienced Underwriter to join their team in Metro Manila, Philippines. The ideal candidate will have 13 years of experience in underwriting or a related field and a Bachelor's degree in Finance or Business Administration. Responsibilities include evaluating insurance applications, analyzing financial data for policy terms, and collaborating with sales teams. Strong customer service, Salesforce proficiency, and organizational skills are required. This role offers a dynamic work environment focused on compliance and client interaction.

Qualifications

• 13 years of experience in underwriting or a related field.
• Demonstrates a strong work ethic and excellent people skills.
• Proficient in Salesforce and account management.
• Strong customer service and organizational skills.
• Financially literate with underwriting-specific technical skills.

Responsibilities

• Evaluate insurance applications and determine risks associated with insuring clients.
• Analyze financial data to establish policy terms and pricing.
• Collaborate with sales and customer service teams to resolve client queries and concerns.
• Maintain accurate records of underwriting decisions and client interactions.
• Ensure compliance with industry regulations and company policies.

Skills

Proficient in Salesforce

Strong customer service skills

Organizational skills

Financial literacy

Technical skills relevant to underwriting

Underwriting knowledge

Education

Bachelor's degree in Finance, Business Administration, or a related field

Job description

Description

• Evaluate insurance applications and determine risks associated with insuring clients.
• Analyze financial data to establish policy terms and pricing.
• Collaborate with sales and customer service teams to resolve client queries and concerns.
• Maintain accurate records of underwriting decisions and client interactions.
• Ensure compliance with industry regulations and company policies.

Requirements

• Educational Qualifications: Bachelors degree in Finance, Business Administration, or a related field.
• Experience Level: 13 years of experience in underwriting or a related field.
• Skills and Competencies: Proficient in Salesforce and account management.
• Skills and Competencies: Strong customer service and organizational skills.
• Qualities and Traits: Demonstrates a strong work ethic and excellent people skills.
• Skills and Competencies: Financially literate and possesses technical skills relevant to underwriting tasks.