Erick Okello

Detail-oriented Insurance Underwriting Professional with experience supporting underwriting operations, policy administration, and claims documentation within the insurance industry since 2022. Proven ability to enforce underwriting guidelines, process policy documentation, prepare quotations, and ensure accurate data capture while maintaining compliance with regulatory and company standards. Skilled in customer service, underwriting documentation, policy processing, and risk analysis.

Currently pursuing a Bachelor's Degree in Data Science to strengthen analytical and data-driven decision making within insurance operations.

Insurance Underwriter - Trident Insurance Company Limited - Nairobi

(2022-06 - 2026-03)

• Evaluate insurance proposals and assess client risk exposure to support sound underwriting decisions.
• Prepare and issue quotations while following up with brokers and clients to facilitate timely policy placement.
• Review underwriting documentation to ensure compliance with company guidelines and regulatory standards.
• Process policy documentation and endorsements ensuring accuracy and timely turnaround of underwriting transactions.
• Capture and maintain accurate underwriting data in internal systems to support reporting and portfolio monitoring.
• Assess client financial and operational information to determine appropriate coverage and premium levels.
• Coordinate with claims and underwriting teams to ensure proper policy structuring and risk mitigation.
• Support policy renewals and client retention by reviewing accounts and facilitating timely renewals.
• Provide professional customer service to brokers and policyholders through prompt responses to underwriting inquiries.
• Ensure adherence to underwriting procedures, internal controls, and documentation standards.

Insurance Intern (Underwriting & Claims Support) - Trident Insurance Company Limited - Nairobi

(2022-01 - 2022-05)

• Assisted in reviewing new business and renewal applications to determine policy eligibility.
• Prepared underwriting documentation including valuation reports, credit information, and supporting risk documents.
• Maintained organized underwriting records through accurate documentation and filing.
• Processed insurance certificates and policy documents ensuring completeness and accuracy.
• Handled client and broker inquiries related to policies, certificates, billing, and coverage changes.
• Supported claims investigations by collecting accident reports, police records, and client statements.
• Ensured accurate data entry and record management within underwriting systems.
• Collaborated with underwriters to evaluate exposure to potential losses and recommend appropriate coverage adjustments.

Bachelor of Science - Data Science - Open University of Kenya

Diploma - Insurance - College of Insurance

Diploma in Technology - Actuarial Science - Technical University of Kenya