Underwriting Operations Associate

Role Overview

• The Underwriting Operations Associate I is an entry‑level position that provides underwriting and sales support through rating, quoting, renewals, and ongoing policy administration.
• In this role, you will support both Underwriting and Sales teams by helping ensure new business proposals and renewal materials are accurate, timely, and compliant with established processes and regulatory requirements.
• Performs a variety of underwriting and sales support duties which may include: Developing and delivering timely and accurate new business financial quotes and related proposal documentation.
• Supporting both Sales and Underwriting functions for inforce policy related communication, and renewal preparation.
• Responsible for tracking and reporting on all activity for the renewal block assigned, ensuring renewal packages and notifications are delivered within state regulatory requirements and RSL's established guidelines.
• Rating/Quoting Pre-Sale Support Perform assigned tasks related to all aspects of pre-sale and new business rating/quoting.
• Rate and propose all assigned “request for proposals” (RFP’s) to include but not limited to life, disability, voluntary products, dental and vision RFP’s .
• Utilize Teams, Outlook, Word and Excel.
• Process “Decline to Quotes” (DTQ’s) and “Clear to Quotes” (CTQ’s) requests.
• Make corrections/revisions (rerate) as required.
• Desk manage to meet all RFP turnaround times.
• Meet set productivity and accuracy goals.
• Update Quote tracking system (Salesforce) with all required RFP information.
• Provide back-up coverage for other team members.
• Assist with rating, proposing for other regions as needed.
• Attend all scheduled, required training courses.
• Work with mentor, supervisor, and manager to gain independence in job responsibilities.
• Renewal and Inforce Case Level Support Ensures that workflows, procedures, and best practices are followed to improve accuracy and efficiency, meeting departmental expectations.
• Coordinates the Renewal Administration Process from start to finish for assigned RSOs, with emphasis on both timeliness and accuracy.
• Reviews and approves Rate Increase Compensation requests.
• Handles correspondence with agents, field offices, brokers and policyholders.

Requirements

• High School diploma or equivalent required.
• Associates and/or Bachelor’s Degree highly preferred.
• One year employee benefits (or related) experience preferred.
• Must be able to pass Excel testing
• Strong basic mathematical skills are required.
• Strong written and oral communication skills required.
• Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required.
• Superior organization and project management skills are required.
• Expertise in managing and creating Excel Spreadsheets.
• Proficient computer skills required, including Word, Excel, Windows, Outlook and Teams.
• Ability to develop proficiency regarding required RSL products, systems and processes related to the effective delivery of new business proposals
• A deadline/results orientation and extraordinary attention to detail
• Basic customer service experience

Benefits

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.
• For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.
• As you grow with us, your PTO may increase based on your level within the company and years of service.
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program