· 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.
· 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.
· 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.
· 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 muntangas@liberty.co.zm . Please clearly indicate“Underwriting Clerk/Office Assistant” and the Location of Choicein the subject line of your application e.g Underwriting Clerk/Office Assistant-Solwezi. Only candidates who meet the application instructions and requirements shall be contacted.
APPLICATION DEADLINE: Tuesday 9th December, 2025.
