KEY DUTIES AND RESPONSIBILITIES

• Receive, review, and record insurance applications and supporting documents.
• Verify completeness and accuracy of submitted information before forwarding for underwriting review.
• Input client and policy data accurately into the underwriting system.
• Assist in preparing quotations, renewal notices, policy schedules, and endorsements.
• Follow up on outstanding documentation from clients, agents, or brokers.
• Maintain updated records of policy files and underwriting registers.
• Liaise with clients, sales agents, and other departments regarding underwriting queries and requirements
• Manage day-to-day office operations and procedures.
• Maintain filing systems (both electronic and physical) for organizational documents.
• Handle correspondence, incoming calls, and emails in a timely and professional manner.
• Prepare letters, reports, meeting minutes, and other official documents.
• Support management in scheduling meetings, appointments, and travel arrangements.
• To receive, scan and send claims from the customers to the claims department on time.
• Oversee office supplies inventory and ensure timely replenishment.
• Ensure adherence to company policies and administrative procedures.
• Prepare periodic administrative reports when required.
• Maintain confidentiality of company information and staff data.
• To resolve basic customer queries within required timeframe and escalates exceptions where necessary to ensure adequate customer service and client retention.
• To actively promote and participate in living the Liberty Life Insurance Zambia brand, values, vision and interpretation thereof in order to continuously build and maintain effective, proactive and collaborate team relationships
• Ensuring that stock levels for cards, ribbons, brochures, paper, envelops and any other stationary required to carry out the duties outlined above.
• Any other duties assigned by the supervisor
• Assist in processing invoices, petty cash, and other administrative expenses.
• Support the finance team with reconciliations and record keeping.
• Coordinate repairs and maintenance of office equipment and facilities.
• Liaise with vendors, service providers, and other external stakeholders.
• Ensure a clean, organized, and safe office environment.
• To attend to customers in a courteous manner and ensure their needs are met efficiently.
• Maintain accurate and updated records for staff attendance, leave, and asset registers.

QUALIFICATIONS/REQUIREMENTS

• Certified Full Grade 12 Certificate or equivalent
• Diploma or Bachelor’s degree in Life Insurance or a related field, certified by ZAQA.
• Minimum 1-2 years’ experience in a reputable Insurance company

REQUIRED KNOWLEDGE AND SKILLS

• Computer Skills (MS Office)
• Excellent written and verbal communication
• Interpersonal Sensitivity
• Planning and organizing
• Strong analytical, problem-solving, and decision-making skills.
• Good interpersonal and communication abilities.
• Previous exposure to underwriting or insurance operations will be an added advantage.
• High level of Confidentiality.
• Strong knowledge of Customer Service practices

• Receive, review, and record insurance applications and supporting documents.
• Verify completeness and accuracy of submitted information before forwarding for underwriting review.
• Input client and policy data accurately into the underwriting system.
• Assist in preparing quotations, renewal notices, policy schedules, and endorsements.
• Follow up on outstanding documentation from clients, agents, or brokers.
• Maintain updated records of policy files and underwriting registers.
• Liaise with clients, sales agents, and other departments regarding underwriting queries and requirements
• Manage day-to-day office operations and procedures.
• Maintain filing systems (both electronic and physical) for organizational documents.
• Handle correspondence, incoming calls, and emails in a timely and professional manner.
• Prepare letters, reports, meeting minutes, and other official documents.
• Support management in scheduling meetings, appointments, and travel arrangements.
• To receive, scan and send claims from the customers to the claims department on time.
• Oversee office supplies inventory and ensure timely replenishment.
• Ensure adherence to company policies and administrative procedures.
• Prepare periodic administrative reports when required.
• Maintain confidentiality of company information and staff data.
• To resolve basic customer queries within required timeframe and escalates exceptions where necessary to ensure adequate customer service and client retention.
• To actively promote and participate in living the Liberty Life Insurance Zambia brand, values, vision and interpretation thereof in order to continuously build and maintain effective, proactive and collaborate team relationships
• Ensuring that stock levels for cards, ribbons, brochures, paper, envelops and any other stationary required to carry out the duties outlined above.
• Any other duties assigned by the supervisor
• Assist in processing invoices, petty cash, and other administrative expenses.
• Support the finance team with reconciliations and record keeping.
• Coordinate repairs and maintenance of office equipment and facilities.
• Liaise with vendors, service providers, and other external stakeholders.
• Ensure a clean, organized, and safe office environment.
• To attend to customers in a courteous manner and ensure their needs are met efficiently.
• Maintain accurate and updated records for staff attendance, leave, and asset registers.

• Computer Skills (MS Office)
• Excellent written and verbal communication
• Interpersonal Sensitivity
• Planning and organizing
• Strong analytical, problem-solving, and decision-making skills.
• Good interpersonal and communication abilities.
• Previous exposure to underwriting or insurance operations will be an added advantage.
• High level of Confidentiality.
• Strong knowledge of Customer Service practices

• Certified Full Grade 12 Certificate or equivalent
• Diploma or Bachelor’s degree in Life Insurance or a related field, certified by ZAQA.
• Minimum 1-2 years’ experience in a reputable Insurance company