Domestic Underwriter

Key Responsibilities

• New business to be activated on system, following approval from the Insurer / Binder Manager.

• Ensure all Compliance documents are on file, & if not to query

• New Business sent to insured within 31 days of inception. New business must include policy schedule, disclosure notice, policy wording & compliance docs signed by policyholder.

• Send out renewal listing to broker

• Prepare / Request Terms from Insurers 60 days prior to renewal date.

• Renewal schedules are to be sent to policy holder. Inclusive of disclosure notice, policy wording and adjustments made to the policy.

• Phone the insured prior to the forthcoming renewals debit order collection cut off. Broker Renewals: Ensure renewal meeting diary entry in brokers flexi  diary.

• Ensure current letter of appointment and debit order authority on file.

• Amendments completed within 3 days or before close-off, whichever is the lesser.

• Acknowledge receipt of instruction to amend from policyholder on the same day the request is received.

• All cancellations related requests sent to the broker, and all relevant parties involved within 1 hour of receipt from policyholder / alternative broker & procedure to adhere too.