Underwriting Assistant – Property

Role Overview

• First point of contact for customer inquiries during the account life cycle
• Rush Clearance and set up of electronic files, including filing
• Prequalify risks per underwriting guidelines
• Generate, edit, and send out a variety of correspondence on behalf of the Underwriters
• Respond to client phone calls and emails, which requires the ability to understand the products offered
• Review and issue policies within authority level
• Review and approve tasks within authority level
• Order, review, and follow up on inspections as needed
• Follow up for carrier subjectivities
• Issue Notices and handle in-house mailings as needed
• Issue endorsements and cancellations/reinstatements according to established underwriting guidelines within required timeframes
• Issue binders and invoices within authority level
• Research issues escalated by Underwriting team including review of BPO transactions as needed

Requirements

• Bachelor’s degree in risk management, finance, business or a related field preferred, or Associate degree (A.A.) or equivalent from a two-year college or technical school
• 1-3 years administrative or insurance experience preferred
• Foundational knowledge of insurance principles
• Excellent written, verbal and client-facing communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Experience working in a 'paperless' environment
• Ability to follow policies and procedures
• Self-motivated with strong attention to detail
• Travel up to 10% with an Underwriter to shadow and participate in interactions between Underwriters and brokers

Benefits

• Medical
• Dental
• Vision
• Unlimited PTO
• 401k with company match
• Paid volunteer days