Work with Underwriter, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.
Provide full assistance and support for the sales and production process; including, but not limited to, providing new business quotes as needed.
Issuance of renewals.
Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.
Review indications, quotes, binders, submissions and policies for completeness and high degree of accuracy including forms and editions.
Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to management.
Order and review inspections.
Issuance of Certificates of Insurance

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Underwriting Assistant

Key skills