Job Description

Job Title: Underwriting Assistant

Department: Operations

Reports to: Assistant Manager of Administration

Position Summary: To provide support for the Underwriting Team by demonstrating excellent service in issuing new and renewal policies and handling of customer correspondence and endorsement requests. All responsibilities are to be handled within departmental guidelines and established service standards by the insurance companies.

Essential Functions:

• Process & issue policies, policy change requests (endorsements) including audits, Inspections, Premium financing, On-line business and notices within service promise standards.
• Promote good customer relations
• Handle customer inquiries and service issues professionally and within company established standards.
• Telephone and email inquires to be handled “same day.”
• Verify critical information (dates, premium, policy number, applicable forms, subject to items, etc.)
• Obtain underwriter approval when necessary per departmental guidelines
• Maintain communication with Underwriter staff on change requests outside of individual authority and secure Underwriter direction as needed regarding policy forms and pricing.

Other Duties and Responsibilities:

• Assist in training new teammates.
• Actively participate in team huddles
• Communicate ideas for procedural or workflow improvement.

Minimum Job Requirements:

• Bachelors Degree with some business experience

Experience:

• Strong computer skills and business experience desired. Insurance experience a plus.

Qualified candidates for this position must demonstrate the following traits:

• Good attendance record
• A positive attitude
• A history of personal and business development
• Good oral and written communication skills
• A strong commitment to Customer Service
• Detail oriented
• Ability to work independently and as team in a high volume, fast paced environment

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In person