Assist Underwriters daily in quoting and servicing accounts in an accurate and timely manner, within level of expertise, utilizing manuals, company policies, reference material, etc., as needed.
Provide additional data requested by Underwriting to facilitate pricing, along with premium and loss information for risk analysis and experience rating, where required from the appropriate sources (agent, production representative) as directed.
Issue various certificates, as required, in a timely manner.
Maintain diary and suspense file to ensure that all Underwriters’ requests are answered within specified periods of time.
Liaise between Underwriters and Agents by email or phone to obtain or confirm information to ensure accurate quote.
Assist in evaluation of renewals by collecting updated application information, updated loss and premium data checking exposures, values and rates, etc. as directed by Underwriting.
Prepare expirations and forwards to Underwriting accordingly.
Maintain declined and dead quote files, as directed.
Review new setups and binders, checks for accuracy.
Assist Underwriter in preparation of reports and logs, as required.
File and email quotes, agent correspondence, etc.
Liaise between Processing and Underwriter.

Minimum
High School or GED
Preferred
4 Year / Bachelor's Degree
2 Years Relevant and progressive experience in Underwriting
Ability to read and interpret documents such as plan of benefits, bid specifications, claim reports, and procedural manuals
Possess and have ability to apply basic knowledge of principles, practices, and procedures
Good organizational and analytical skills; demonstrated ability to manage multiple tasks simultaneously
Intermediate proficiency and experience using Microsoft Office package (Excel, Access, PowerPoint, Word)

Overtime hours may be required to fulfill job responsibilities
TMHCC will consider all requests for reasonable accommodation as outlined in the Employee Handbook.

Underwriting Assistant

About this role