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