What are the responsibilities and job description for the Assistant Underwriter position at Chris-leef General Agency?
Duties (including but not limited to):
Participate in ongoing training and educational opportunities.
Assist in the training of other assistants as required.
Market accounts with the underwriter/broker’s approval.
Review and process requests for binding, cancellations, endorsements, and policies for renewal consideration and request additional documentation as necessary
Issue policies and endorsements for any companies that the department issues in-house.
Follow carrier issuance instructions for renewal policies, endorsements, and notices of cancellation, non-renewal and offers to renew on those transactions that are handled in-house.
Review policies to confirm they are issued accurately and in compliance with underwriting guidelines, or policies issued by carrier are correct and address discrepancies as needed.
Process loss runs requests. Confirm need, and work with agent to see if insured is shopping and try to hold on to renewals as needed.
Review and process audits.
Review and evaluate inspections within established guidelines to ensure accuracy of premium basis exposures. Correspond with agents regarding inspectors’ recommendations as necessary.
Maintain familiarity with surplus lines tax calculations and state filing requirements.
Answer phone calls regarding all aspects of business. Document all conversations and delegate or follow up on work for each inquiry. Assist these customers to correct departments.
Maintain confidentiality with discretion and integrity with both internal and external information.
Handle and process any direct bill
Assist with routing when needed.
Perform other duties as assigned.
Expectations
Effectively communicate information to both internal and external customers and ensure that standards of excellence are maintained.
Assist in developing, enhancing, and maintaining standards and processes and procedures as required.
Maintain electronic files in accordance with the company’s guidelines.
Prior insurance industry experience of 1-3 years or the equivalent
Effective verbal and written communication skills
Ability to work independently in a fast-paced environment
Ability to work in a team environment and have an exceptional work ethic
Must be extremely detail-oriented and possess critical thinking skills
Computer skills, including proficiency in Microsoft Office
Basic math knowledge, ability to compute rates, ratios, and percentages
Ability to prioritize tasks and ensure that deadlines are met in connection with department goals
Proficiency in insurance terminology and the ability to review coverage forms