Underwriting Clerk/Office Assistant-

Job description

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

HOW TO APPLY

Candidates who meet the requirements are encouraged to send their application and relevant documents

(CV, Application Letter, Credentials in a single pdf or word file) to:

pamecksn@dbkmanagementconsulting.com and Copy nyirendac@liberty.co.zm . Please clearly indicate

“Underwriting Clerk/Office Assistant” in the subject line of your application. Only candidates who

meet the requirements shall be contacted.

APPLICATION DEADLINE: Friday 14 th November, 2025.