Business Acquisition Specialist

About the role

The Business Acquisition Specialist will support the acquisition and onboarding of Group Life business for CIC Insurance Group. Reporting to the Underwriting Manager, the role focuses on preparing accurate quotations, conducting KYC/AML checks, and ensuring a smooth hand‑over of schemes to underwriting.

Key responsibilities

• Receive and review quotation requests, confirming required member data, benefits and supporting information.
• Prepare Group Life quotations accurately within agreed turnaround times, ensuring compliance with approved products, rates, pricing tools and underwriting guidelines.
• Verify quotation calculations, benefits, commissions, taxes and other charges before release.
• Escalate non‑standard benefits, pricing exceptions and complex risks to the relevant underwriter or manager.
• Register and track quotation requests, revisions, outcomes and conversion status.
• Review onboarding documents, perform KYC, AML and sanctions screening, and follow up on outstanding requirements.
• Create scheme folders in SharePoint, upload documents using approved naming standards, and prepare a complete onboarding pack for hand‑over.
• Prepare reports on quotations, turnaround times, conversion rates, acquisition pipeline and compliance.

Required profile

• Experience in group life insurance acquisition or related underwriting support (minimum 1 month as indicated).
• Familiarity with KYC, AML and sanctions screening processes.
• Ability to work with underwriting guidelines, authority limits and pricing tools.

Required skills

• SharePoint for document management and filing.