Underwriting Assistant

General Summary: This position assists and supports the underwriting function by ensuring information submitted is complete and accurate for rating of new business, renewals, and mid-term changes.  Provides cursory review of risk to aide in the underwriting process as well as other duties as requested.    

Important Note: The Underwriting Assistant role is a temporary-to-hire employment opportunity. During the three-month trial period, skills, performance, and compatibility with the organization will be evaluated. If both parties find the role suitable after this period, an offer may be extended for regular full-time employment as an Underwriting Assistant.

Essential Duties & Responsibilities:

• Support the development, growth, and maintenance of an assigned book of business working directly with UW staff.
• Work pro-actively with underwriter(s) in support of our new and renewal client base.
• Responsible for providing the highest level of accuracy and support to the underwriter(s) throughout the new business lifecycle and ongoing renewal account maintenance.
• Provide exceptional customer service by processing binders, policy issuance and midterm service requests within established timeframes.
• Work with underwriter(s) to coordinate and solicit renewal submissions in accordance with established timeframes.
• Performs initial review, triage and processing of new business and renewal submissions.
• Sets up underwriting files pulling together information from disparate sources into a cohesive format for underwriter(s) and territories.
• Coordination of documentation for underwriting files.
• Processes system transactions relative to assigned product line ensuring the highest level of precision.
• Prepares non-automated policy forms, letters, documents and sends to appropriate clients and brokers.
• Reviews binders and policies for accuracy.
• Proficient in running established data warehouse reports.
• Participate in learning and development opportunities online, in person and group training sessions as needed. 
• Provide assistance to the underwriters in the assigned territory by preparing necessary policy documents to Agency/Broker visits.
• Maintains highest level of customer service and produces accurate work with minimal mistakes.
• Understand and achieve productivity requirements to meet underwriting objectives.
• Responds in a timely and professional manner to internal processing requests and external queries received from our brokers and clients.
• Demonstrates a sense of urgency and consistently meet processing deadlines per underwriting service standards.
• Other duties as assigned by management.

Education & Qualifications:

• Associate degree and/or 2-3 years insurance or related experience required. Customer service background preferred.
• Must be proficient in Microsoft Office Suite.
• Participate in assigned projects and departmental efforts as an active and positive team member.
• Must demonstrate ability to maintain an effective working relationship with other departments, employees, management, and clients.
• Excellent verbal and written communication skills.
• Must be detailed oriented and have good organizational skills.
• Ability to work without direct supervision, make independent decisions and meet specific deadlines.

The actual compensation will be determined by experience and other factors permitted by law.