Insurance Underwriter Analyst

Gratitude Philippines; Muntinlupa; On-site; PHP 300,000 - 540,000; Full time

Job summary

A financial services company in the Philippines is seeking an Underwriter who will evaluate insurance applications and analyze financial data to establish policy terms and pricing. The ideal candidate should have a bachelor's degree in Finance or Business Administration and 1–3 years of underwriting experience. Proficiency in Salesforce and strong customer service skills are essential. This role involves collaborating with sales and customer service teams to resolve client queries and ensuring compliance with industry regulations.

Qualifications

• 1–3 years of experience in underwriting or a related field.
• Strong ability to analyze financial data.
• Demonstrated capability in maintaining accurate records.
• Strong customer service and organizational skills.
• Demonstrates strong work ethic and excellent people skills.
• Financial literacy and underwriting-related 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.
• Ensure compliance with industry regulations and company policies.
• Ensure compliance with industry regulations and company policies.

Skills

Salesforce proficiency

Customer service skills

Organizational skills

Work ethic

People skills

Financial literacy

Education

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

Tools

Salesforce

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: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: 1–3 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.