• Gathering background information on potential customers from information provided in proposal forms for insurance.
• Using company records to check the current number of in-force policies for similar levels of risk.
• Analyzing all relevant data using appropriate software to determine whether the level of risk is acceptable.
• Writing quotes for insurance and determining the premiums payable
• Preparing the terms and conditions of insurance policies
• Liaising with insurance brokers or communicating directly with customers • Proficiency in using common office software, such as Microsoft Word and Excel
• Re-assess risk when policies come up for renewal.