Key skills
Tableau
About this role
Role Overview
- assist with submission intake and review of completion using Zendesk platform for Underwriting Teams
- assist with pre-underwriting and set up of files including, running entry activity reports, running financial statements, claims reports, and conducting principal research
- prepare various reports generated by multiple internal software tools as well as Tableau, Excel, Access, and Word
- monitor collateral and claims reports for application of collateral to open claims
- handle and oversee collateral intake and assist with collateral management
- maintain accurate collateral files and records
- enter applications and data into Avalon’s records
- assist with Bond filings and upkeep of bond records
- handle and/or assist with renewal notice generation and review within established timeframes
- work on special projects as assigned by manager
Requirements
- minimum of 2 years professional office support experience
- experience involved accounting or financial-based responsibilities
- strong follow-up skills
- ability to consistently meet deadlines
- intermediate computer skills, especially with MS Word and Excel
Tech Stack
- Tableau
Benefits
- health, dental and vision insurance
- 401(k)
- tuition reimbursement
- student debt assistance
- hybrid in-office and work from home environment