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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.
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.
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
Job description
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.