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Underwriting Clerk

Maritimefinancial · San Juan, 250606, Trinidad and Tobago · Active · BambooHR

Job facts

FieldValue
CompanyMaritimefinancial
TitleUnderwriting Clerk
Normalized title-
Department / teamGIS - Underwriting Services
LocationSan Juan
Work model-
Employment typeProbation
Salary-
Statusactive
ATS providerBambooHR
Posted / first seen2026-01-21 / 2026-05-30
Changed / last seen2026-05-30 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Maritimefinancial.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through BambooHR.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in San Juan.Open
Department jobsActive postings in GIS - Underwriting Services.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyMaritimefinancial
Source2a9d0a34-0960-409c-8030-47e3118a6b5a
ATS providerBambooHR

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 ID46ad017ee42f10f0eabcafffd1141f78faba8586
Org ID3ca3e384-f337-4660-a70e-251356d89f2a
Source ID2a9d0a34-0960-409c-8030-47e3118a6b5a
Board ID2a9d0a34-0960-409c-8030-47e3118a6b5a
Providerbamboohr
Provider Job Key232
TitleUnderwriting Clerk
Normalized Title
Statusactive
Activeyes
Location TextSan Juan, 250606, Trinidad and Tobago
DepartmentGIS - Underwriting Services
Team
Employment TypeProbation
Workplace Type
Remote Policy
Country
Region
CitySan Juan
Salary Raw
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://maritimefinancial.bamboohr.com/careers/232
Apply URLhttps://maritimefinancial.bamboohr.com/careers/232
First Seen At2026-05-30 05:45:11Z
Last Seen At2026-06-06 10:13:04Z
Last Checked At2026-06-06 10:13:04Z
Last Changed At2026-05-30 05:45:11Z
Inactive At
Source Posted At2026-01-21 00:00:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=maritimefinancial/date=2026-06-06/2026-06-06T10-13-03-964Z-7394e720e85aab4cc625f61a752bd94cc33ccb902858aca3bcf21212dbea12e5.json
Event Fields
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  "last_changed_at": "2026-05-30T05:45:11.686Z",
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Parsed Structured
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Extensions
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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 &amp; 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 &amp; 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 &amp; 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 &amp; 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 &amp; accuracy. (Includes Bank Letters, Premium Financing Forms &amp; Mortgagee Spreadsheets</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Refunds:         Check validity and calculations; process invoice &amp; 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 &amp; 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 &amp; 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 &amp; 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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    "minimumExperience": "Entry-level",
    "jobOpeningShareUrl": "https://maritimefinancial.bamboohr.com/careers/232",
    "employmentStatusLabel": "Probation"
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