Underwriting Clerk
maritimefinancial
Probation
Underwriting Clerk
maritimefinancial· GIS - Underwriting Services
About this role
Job Summary
Ensure that the risks accepted fall within the Company’s specified guidelines, as per the Underwriting Guides – referring all exceptions to the Underwriters
Processing of Quotations, Preparation of Documents & Data Entry
Primary Responsibilities:
1.Bordereaux Submissions
- Ensure that the risks accepted fall within the Company’s specified guidelines, as per the Underwriting Guides – referring all exceptions to the Underwriters
- Review all documents submitted ensuring that Proposal Forms are fully completed and supporting documents are in line with Sum Insured, Rate and Discounts
- Completing Data entry and updating Client Information on the System
- Memo/email for outstanding documents
2.Billings & Preparation of Documents:
- Accurately process the billings for Motor and Non-Motor Policies
- Assist with Online Renewals
- Prepare Policy Contracts & Endorsements
- Prepare letters and other documents as required
3.Provisional/Renewals
- Motor Policies
- Review policies for changes and claims before setting Renewal Premiums for standard cases and referrals to the Underwriter for guidance on non-standard cases
- Data entry for Non-Motor Policies (submitted by the Underwriter / Underwriting Assistant)
4.Clients Queries: Telephone/Email
- Respond accurately and in a timely manner (analyze, refer and reply)
5.Correspondence & completion of Forms
- Correspondence: Check for completion & accuracy. (Includes Bank Letters, Premium Financing Forms & Mortgagee Spreadsheets
- Refunds: Check validity and calculations; process invoice & request cheque from Financial Management after verifying the premium was paid
6.Approval & signing of documents
SIGNING
Preparation
Ø Valuation Vouchers
Ø NCD Letters
Ø Premium Fin. Forms
Ø Bank Letters
Ø Reinstatement Letters
Ø Cancellations Letters
Ø Licensing Letters
Ø Provisional Renewal Letters
Ø Certificates
Ø Refund Requests
Ø Policy Contracts
Ø Endorsements
Ø Miscellaneous letters
7.Pending Invoices:
- Check daily Pending Lists for Invoices to be processed & issued
- Follow-up on all outstanding documentation by e-mail to the relevant
- Team Member & Unit
Secondary Responsibilities:
Assist with Reports and any other assigned Tasks
Qualifications
Education
Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and
6 CAPE passes (full certificate) or an equivalent diploma or professional certificate
Experience
One (1) year experience in general insurance
Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.
We thank you for your application. However, only if you have been short-listed, you will be contacted.
Frequently Asked Questions
Is the salary disclosed for the Underwriting Clerk position at maritimefinancial?
The salary for this Underwriting Clerk role at maritimefinancial is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Underwriting Clerk position at maritimefinancial located?
This Underwriting Clerk role at maritimefinancial is based in San Juan, Trinidad and Tobago. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Underwriting Clerk role at maritimefinancial full-time or part-time?
This is listed as a Probation position. It is posted as a Underwriting Clerk role in the GIS - Underwriting Services department at maritimefinancial.
Which team or department does the Underwriting Clerk at maritimefinancial belong to?
This Underwriting Clerk position is part of the GIS - Underwriting Services department at maritimefinancial. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Underwriting Clerk position at maritimefinancial?
Click the "Apply Now" button on this page. You will be redirected to maritimefinancial's official application portal hosted on bamboohr where you can submit your application directly.
When was the Underwriting Clerk job at maritimefinancial posted?
This Underwriting Clerk position at maritimefinancial was posted on Jan 21, 2026. Apply as soon as possible — early applications are often reviewed first.
Underwriting Clerk
maritimefinancial
You'll be redirected to maritimefinancial's official application page on bamboohr.