Home › Companies › Maritimefinancial › Underwriting Clerk
Underwriting Clerk
Maritimefinancial · San Juan, 250606, Trinidad and Tobago · Active · BambooHR
Job facts
| Field | Value |
|---|---|
| Company | Maritimefinancial |
| Title | Underwriting Clerk |
| Normalized title | - |
| Department / team | GIS - Underwriting Services |
| Location | San Juan |
| Work model | - |
| Employment type | Probation |
| Salary | - |
| Status | active |
| ATS provider | BambooHR |
| Posted / first seen | 2026-01-21 / 2026-05-30 |
| Changed / last seen | 2026-05-30 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Maritimefinancial. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through BambooHR. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in San Juan. | Open |
| Department jobs | Active postings in GIS - Underwriting Services. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Maritimefinancial |
| Source | 2a9d0a34-0960-409c-8030-47e3118a6b5a |
| ATS provider | BambooHR |
Description
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.
Full job record
| Job ID | 46ad017ee42f10f0eabcafffd1141f78faba8586 |
| Org ID | 3ca3e384-f337-4660-a70e-251356d89f2a |
| Source ID | 2a9d0a34-0960-409c-8030-47e3118a6b5a |
| Board ID | 2a9d0a34-0960-409c-8030-47e3118a6b5a |
| Provider | bamboohr |
| Provider Job Key | 232 |
| Title | Underwriting Clerk |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | San Juan, 250606, Trinidad and Tobago |
| Department | GIS - Underwriting Services |
| Team | — |
| Employment Type | Probation |
| Workplace Type | — |
| Remote Policy | — |
| Country | — |
| Region | — |
| City | San Juan |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://maritimefinancial.bamboohr.com/careers/232 |
| Apply URL | https://maritimefinancial.bamboohr.com/careers/232 |
| First Seen At | 2026-05-30 05:45:11Z |
| Last Seen At | 2026-06-06 10:13:04Z |
| Last Checked At | 2026-06-06 10:13:04Z |
| Last Changed At | 2026-05-30 05:45:11Z |
| Inactive At | — |
| Source Posted At | 2026-01-21 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=maritimefinancial/date=2026-06-06/2026-06-06T10-13-03-964Z-7394e720e85aab4cc625f61a752bd94cc33ccb902858aca3bcf21212dbea12e5.json |
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"description": "<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt; font-weight: bold\">Job Summary</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ensure that the risks accepted fall within the Company’s specified guidelines, as per the Underwriting Guides – referring all exceptions to the Underwriters</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Processing of Quotations, Preparation of Documents & Data Entry</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt; font-weight: bold\">Primary Responsibilities:</span><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"><span style=\"font-weight: bold\">1.Bordereaux Submissions </span></span></p>\n<p><br><br></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ensure that the risks accepted fall within the Company’s specified guidelines, as per the Underwriting Guides – referring all exceptions to the Underwriters</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Review all documents submitted ensuring that Proposal Forms are fully completed and supporting documents are in line with Sum Insured, Rate and Discounts</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Completing Data entry and updating Client Information on the System</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Memo/email for outstanding documents</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"><span style=\"font-weight: bold\">2.Billings & Preparation of Documents</span>:</span></p>\n<p><br><br></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Accurately process the billings for Motor and Non-Motor Policies</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Assist with Online Renewals</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Prepare Policy Contracts & Endorsements</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Prepare letters and other documents as required</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"><span style=\"font-weight: bold\">3.Provisional/Renewals</span></span></p>\n<p><br><br></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Motor Policies</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Review policies for changes and claims before setting Renewal Premiums for standard cases and referrals to the Underwriter for guidance on non-standard cases</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Data entry for Non-Motor Policies (submitted by the Underwriter / Underwriting Assistant)</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"><span style=\"font-weight: bold\">4.Clients Queries: Telephone/Email</span></span></p>\n<p><br><br></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Respond accurately and in a timely manner (analyze, refer and reply)</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt; font-weight: bold\">5.Correspondence & completion of Forms</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Correspondence: Check for completion & accuracy. (Includes Bank Letters, Premium Financing Forms & Mortgagee Spreadsheets</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Refunds: Check validity and calculations; process invoice & request cheque from Financial Management after verifying the premium was paid</span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"><span style=\"font-weight: bold\">6.Approval & signing of documents</span></span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt; font-weight: bold\">SIGNING</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt; font-weight: bold\">Preparation </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Valuation Vouchers</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø NCD Letters</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Premium Fin. Forms</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Bank Letters</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Reinstatement Letters</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Cancellations Letters</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Licensing Letters</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Provisional Renewal Letters</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Certificates</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Refund Requests</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Policy Contracts</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Endorsements</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Ø Miscellaneous letters</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"><span style=\"font-weight: bold\">7.Pending Invoices:</span></span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Check daily Pending Lists for Invoices to be processed & issued</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Follow-up on all outstanding documentation by e-mail to the relevant</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Team Member & Unit </span></li>\n</ul>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt; font-weight: bold\">Secondary Responsibilities:</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Assist with Reports and any other assigned Tasks</span></p>\n<p><br><br></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-weight: bold\">Qualifications</span></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-weight: bold\">Education</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">6 CAPE passes (full certificate) or an equivalent diploma or professional certificate</span></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-weight: bold\">Experience</span></p>\n<p><span style=\"color: rgb(0, 0, 0)\">One (1) year experience in general insurance</span></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0)\"><em><span style=\"font-weight: bold\">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.</span></em></span></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0)\"><em><span style=\"font-weight: bold\">We thank you for your application. However, only if you have been short-listed, you will be contacted.</span></em></span></p>",
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