Location: 

Mexico City, DIF, MX

 

Underwriting Support Assistant 

About Swiss Re

The Swiss Re Group 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. It anticipates and manages risk – from natural catastrophes to climate change, from ageing populations to cybercrime. The aim of the Swiss Re Group is to enable society to thrive and progress, creating new opportunities and solutions for its clients. Headquartered in Zurich, Switzerland, where it was founded in 1863, the Swiss Re Group operates through a network of around 80 offices globally. It is organised into three Business Units, each with a distinct strategy and set of objectives contributing to the Group’s overall mission.

 

About the role.

You will Create and maintain electronic files for incoming new issues on a timely and accurate basis to ensure that KPI standards are met. You'll provide inforce and pending case amount information on each life and assist underwriters with research on pending and inforce amounts as required. In this role you'll handle complex case distribution process, conduct research to resolve case issues/problems that are identified. Performs customer service functions for internal and external clients including providing case status, noting/reporting transmission and system issues, and acts as a resource for workflow and procedural questions.

  • New Business and Case Processing
  • Supports the underwriting team in achieving important metric goals through timely and accurate completion of facultative new case triage, complex distribution, case set-up, and additional mail handling.
  • You should be able to effectively navigate nuances in clients and products between the two markets so as to complete the above regardless of market.
  • Maintains accurate and high quality inforce review and selection in both Life Index and underwriting case records so as to support accurate risk selection and high quality placement.
  • Responsible for understanding various technologies and workflow processes so as to report issues timely ensuring appropriate support and resolution can be taken.
  • Seek to review support team processes and workflow seeking improvements and streamlining.

Inforce and Placement Assistance

  • 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 supervisor or underwriting analyst for correct to ensure high quality index and placement records.
  • Participate in simple inforce block reviews for verification of existing inforce records, life index ID research, etc. Able to interpret basic underwriting decisions and their impact on such searches giving clear and accurate information for underwriting management review.

Customer Service

  • Daily contact with internal and external clients regarding case status, quality of case information received, transmission issues, distribution problems and on procedural questions.
  • Maintain a strong team ethic working as one team across multiple offices and assisting internal clients from any location.
  • Acts as the liaison to the Underwriting Support Supervisor to identify workflow changes, processing issues and continually improving the quality of the work.

 

About you.

Educational background

  • Bachelor degree or equivalent industry related experience
  • Industry related course designations desired

Professional experience

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

Language

§ English

§ French desired but not required

 

 

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