Role Purpose
The Underwriting Assistant - Offshore provides dependable operational and administrative support to the Motor Underwriting team. The role
works alongside onshore underwriters to prepare, validate and progress the renewal of motor business with a particular focus on underwriting
quality, subjectivities and matters requiring underwriter review or approval. The role will also support new quote activity, endorsements,
cancellations and general administration, risk management, and reporting as required.
The position supports efficient workflow, accurate system records, completion of renewal activity and responsive stakeholder service across all
functions of the underwriting business. It does not exercise underwriting authority unless formally delegated in writing. Final risk acceptance,
pricing, coverage and authority decisions remain with the authorised underwriter.
Key Result Areas and Performance Measures
Key Result Area Core Responsibilities Measures of Success
Motor Underwriting and Renewal Support
- Work closely with the Motor Underwriting team to manage daily work queues and priorities.
- Collect and organise information relevant to the ongoing renewal of the motor portfolio. Building a strong understanding of the renewal process and workflow
- Assist with renewal preparation, including identifying missing information, changing risk details and matters requiring underwriter attention, such a subjectivities linked to policies to be renewed.
- Undertake approved research and preliminary checks to support underwriting assessment.
- Escalate complex, unusual, high-risk or authority-sensitive matters promptly where relevant and appropriate.
- Renewal work is progressed proactively
- Underwriters receive timely, well organised support.
- Potential information gaps are identified early.
- Escalations, where relevant, are timely and directed to the appropriate authority holder.
Stakeholder Service
- Provide clear, professional and timely updates to the onshore underwriting team and authorised stakeholders.
- Follow up outstanding information and communicate requirements accurately.
- Manage expectations where additional renewal review is required.
- Build effective working relationships across underwriting, broking and operational teams.
- Communication is accurate, concise and tailored to the audience.
- Stakeholders receive timely updates on progress and requirements.
- Positive feedback from underwriters and internal stakeholders.
- Sensitive or disputed matters are escalated appropriately.
ROLE PROFILE
Underwriting Assistant - Offshore | Metrix | September 2026
Key Result Area Core Responsibilities Measures of Success
- Where relevant and appropriate, refer complaints, coverage disputes, sensitive matters and decision challenges to the appropriate onshore leader.
Compliance and Governance
- Comply with applicable legislation, industry codes, insurer requirements and Metrix policies, procedures and controls.
- Operate strictly within assigned system permissions and documented delegated authority.
- Protect confidential, personal and commercially sensitive information.
- Identify and report potential errors, incidents, breaches, complaints and control gaps promptly.
- Complete required compliance, product, privacy, cyber security and conduct training.
- Consistent adherence to procedures and controls.
- Required training is completed by due dates.
- Potential breaches and incidents are reported without delay.
- No unauthorised commitments, representations or underwriting decisions.
Technical Capability and Improvement
- Develop practical knowledge of Motor underwriting principles, products, appetite, referral criteria and common risk indicators.
- Maintain proficiency in approved policy administration, document and workflow systems.
- Participate in coaching, calibration, quality review and technical training.
- Identify recurring processing issues and suggest practical workflow improvements.
- Share learnings and contribute to consistent team practices.
- Demonstrated progression against the agreed training plan.
- Quality review outcomes improve and remain consistent.
- Product, system and process knowledge is current.
- Constructive contributions are made to team efficiency and consistency.