Process submissions by applying internal software and guidelines, while meeting required turnaround times for both standard and rush requests
Compile, sort and verify information received for completeness
Apply the appropriate SOP's (Standard Operating Procedures) for each task as well as the department Guidelines & Expectations
Work alongside clients to collect missing data required to process the RFP and/or application for contract when necessary
Monitor submission status and follow-up on outstanding documents to finalize
Collaborate with key partners including, but not limited to, Underwriting, Sales, Regulatory Operations and other departments as well as outside producers
Participate in various projects and team meetings
Maintain and update SOP and reference guides as needed
Assemble and revise contracts and contract riders for new and renewing client sales
Partner with compliance and finance teams for resolution of contract issues
Obtain and maintain Master Data Management (MDM) numbers and corresponding information
Review and ensure compliance with applicable state compliance and licensing regulations

Associates degree or equivalent experience in a related field
Strong verbal, written, and analytical skills
Takes personal accountability and able to complete assigned work independently with high accuracy
Adept in Microsoft Outlook, Word, Excel, and PowerPoint
Competency in proofreading and reviewing work
Ability to maintain accurate records and files within a paperless environment
Self-starter with initiative in identifying areas of improvement to processes
Ideal candidates will be proficient in English.

Underwriting Operations Associate – A&H

Key skills