Underwriting Assistant

• Aug 2021 - Present

Life Tele Underwriter

• Jan 2018 - Aug 2021

Responsible for conducting Life insurance interviews for medical assessments for insurance applications. Qualify and quantify information and Tele underwrite applications for life cover. Responsible for conducting Life insurance interviews for medical assessments for insurance applications. Qualify and quantify information and Tele underwrite applications for life cover.

Tele Underwriting Consultant

• Mar 2017 - Jan 2018

New Business

• Apr 2012 - Mar 2017

As a new business case administrator I am responsible for processing new business applications for insurance products outside of superannuation policies, including producing premium quotes, liaising with underwriters , financial planners and advisers with service cases and requests. I am also responsible for completing tasks according to turn around times and SLA's, cancellations, reduction in benefits , review and manage applications to ensure data integrity, request medical reports, book and conduct insurance interviews with clients, complete referrals from external and internal providers in response to processing guidelines, update internal systems. Show less

Insurance Sales representative

• 2011 - 2011

My responsibilities as an Insurance Sales representative was to qualify insurance applicants for life insurance policies, conduct insurance interviews and generate sales. Meet sales targets, upsell clients on policies and customer service. My responsibilities as an Insurance Sales representative was to qualify insurance applicants for life insurance policies, conduct insurance interviews and generate sales. Meet sales targets, upsell clients on policies and customer service.

Underwriting Assistant

• 2002 - 2008

As an underwiting assistant for Corporate special risk, I was involved in the administration and processing of industrial special risk policies, liasing with brokers, spreadsheeting complex risks, calculating and workaround of premiums, user acceptance testing of any system upgrades, processing conference and sports policies and working with complex policies including facultative risk insurance. As an underwiting assistant for Corporate special risk, I was involved in the administration and processing of industrial special risk policies, liasing with brokers, spreadsheeting complex risks, calculating and workaround of premiums, user acceptance testing of any system upgrades, processing conference and sports policies and working with complex policies including facultative risk insurance.