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Mexico City, MX

L&H Underwriting Support Assistant

*Only CVs in English will be reviewed*


About the Role:

In this position you will provide operation support for the underwriting process.

Your key responsibilities are:

  • Build and maintain electronic files for incoming new issues on a timely and accurate basis to ensure that KPI standards are met for New Business and Case Processing.
  • Provide in force and pending case amount information on each life and assist underwriters with research on pending and in force amounts as required.
  • Handle case distribution process, conduct research to resolve case issues/problems as needed.
  • Performs customer service functions for clients including providing case status, noting/reporting transmission and system issues, and acts as a resource for workflow and procedural questions.
  • Supports the underwriting team in achieving metric goals through on time and appropriate completion of facultative new case triage, complex distribution, case set-up, and additional mail handling.
  • Ability to effectively navigate nuances in clients and product.
  • Maintains accurate in force review and selection in both Life Index and underwriting case records to support accurate risk selection and high-quality placement.
  • Responsible for understanding various technologies and workflow processes to report issues timely ensuring appropriate support and resolution can be taken.
  • Seek to review support team processes and workflow seeking improvements and streamlining.
  • Performs basic research of life index records as needed for informal inquiry requests, professional athletes and teams, high net worth applicants, etc.
  • Identifies and documents life index errors and placement issues and appropriately refers to team lead or underwriting analyst for correct to ensure high quality index and placement records.

Customer Service

  • Communicate with clients regarding case status, quality of case information received, transmission issues, distribution problems and on procedural questions.
  • Maintain a strong team culture working as one team across multiple offices and assisting internal clients from any location.
  • Acts as the liaison to the Operations Team Lead and Underwriting Analyst to point out workflow changes, processing issues and continually improving the quality of the work.


About the Team:

The North American Life & Health Operations team is a service focused team that process facultative submissions for the Underwriting team and provides a first point of contact for our client's administrative needs. 


About you:


  • Bachelor's degree or equivalent sector related experience.
  • Industry related course designations desired.
  • English is a must since you'll be working 100% of the time with Canada and USA Team.
  • French desired but not required.

Professional background / Technical Skills:

  • Minimum 2 years of insurance industry experience, primarily in a reinsurance environment.
  • Basic knowledge of insurance / reinsurance operation with focus on the underwriting and administration functions.
  • Effective written and verbal communication for both internal and external as well as formal and informal groups.
  • Demonstrated ability to handle high pressure of large volume of work with very short turn-around time frames.
  • Demonstrated ability to work as a cohesive team and as well as independently.
  • Ability to interact positively and effectively with internal and clients and other divisional personnel to promote efficient underwriting support operations.


About Swiss Re


Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. We cover both Property & Casualty and Life & Health. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.



Reference Code: 125311 



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