Robert B.
Mid-Level Insurance Underwriter
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Robert B. is a seasoned insurance underwriting professional with extensive experience in processing and analyzing insurance proposals. In his role as Underwriting Associate at Britam Insurance from September 2018 to May 2024, he ensured that underwriting rates and terms accurately reflected the risk before acceptance and provided quotations for proposed risks to clients and intermediaries. He successfully prepared reports on underwriting compliance and branch performance, showcasing his adeptness at using statistical data analysis software. Robert also worked as a General Insurance Underwriter at Madison Insurance, where he studied insurance proposal forms and issued policy documents within service standards. He further expanded his risk management expertise by maintaining accurate records of underwritten policies and decisions made. Robert's academic background includes a Bachelor of Science in Actuarial Science from Moi University, which complements his strong foundation in ICT competence and customer relations.
Experience
Underwriting Associate
Britam Insurance · 2018 — 2024Ensured that underwriting rates and terms accurately reflected the associated risks prior to acceptance. Provided quotations for proposed risks to both clients and intermediaries. Managed the issuance of policy documents, endorsements, and processed premium refunds within the branch. Compiled monthly compliance reports regarding underwriting requirements and branch performance. Responded to customer inquiries and ensured proper handling of motor certificates and necessary stationery to maintain appropriate stock levels. Safeguarded and accounted for all company security documents, including motor certificates and cover notes. Engaged in marketing efforts for company products and services directed at banks and potential clients. Reviewed valuation reports to ensure vehicle details matched records and advised clients on premium discrepancies post-endorsement. Executed the preparation and dispatch of cancellation notices for clients and intermediaries with outstanding premiums, coordinating with the Traffic department for certificate suspensions.General Insurance Underwriter
Madison Insurance · 2016 — 2018Evaluated insurance proposal forms to ascertain the appropriate scope of coverage. Handled the debiting and crediting of policies using TurnQuest GIS. Timely prepared and dispatched quotations while maintaining communication with intermediaries and clients to follow up on insurance business. Issued policy documents and endorsements meeting service standards and negotiated insurance terms with clients or their brokers. Maintained meticulous records of all underwritten policies and decisions, ensuring that premiums were competitive and collected punctually while defining conditions for various insurance policy types.Financial Advisor
British American Insurance (Britam) · 2016 — 2016Conducted general sales of insurance products and provided customer care services. Identified new market opportunities and delivered presentations to close business while following up on leads. Input client financial information and policy details into the company systems with precision. Analyzed client portfolios to pinpoint areas for potential enhancement or additional insurance coverage. Assisted in organizing client meetings and handled inquiries related to policy updates or account changes while providing basic information about insurance offerings.Intern
Kenya Civil Aviation Authority · 2015 — 2015Assisted with various tasks and gained experience in the aviation sector.
Skills & Expertise
Education
- Bachelor of Science (Actuarial Science)Moi University · 2012 — 2015
- Kenya Certificate of Secondary EducationA.I.C Chebisaas Boys Secondary School · 2008 — 2011
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