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. Ex: Declination letters, quote follow ups, subjectivity reminders
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 (as required by line).
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.

Bachelor’s degree in risk management, finance, business or a related field preferred
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
Must be able to remain in a stationary position 50% of the time, with occasional movement in the office to access cabinets and equipment

Underwriting Assistant

Key skills