Jobs · Finance · Florida

EH&S and Underwriting Assistant

Bankers Financial Corporation · St. Petersburg, FL · 3 mo ago
On-siteFinanceFull-time

Position Summary

The EH&S and Underwriting Assistant provides operational and analytical support to both the Environmental Health & Safety (EH&S) and Underwriting teams. This role helps ensure that underwriting submissions are complete, properly documented, and aligned with company guidelines while coordinating monthly safety visit workflows with the company’s third-party EH&S vendor (currently Alexander & Schmidt).

Essential Functions

  • Underwriting Support

    • Underwriting Process Support

    • Submission Intake and Completeness Review

    • Guideline and Appetite Screening Review

    • Data Collection, Verification, and Research

    • Turnaround and Workflow Efficiency Support

  • EH&S Support Functions

    • Scheduling and Tracking

    • Client and Internal Communication

    • Reporting and Compliance Monitoring

    • Recommendation Follow-Up

Required Skills and Competencies

  • Technical Skills

  • Communication and Professional Skills

  • Minimal Broker Communication

Required Skills and Characteristics

  • Strong Analytical and Problem-Solving Ability

  • Ability to Quickly Learn New Concepts and Systems

  • Strong Communication and Organizational Skills

  • Familiarity with Business Principles and Operational Processes

  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Required Education and Experience

  • High School Diploma or GED required.

  • Preferred Education and Experience:

    • Bachelor’s Degree with 0–1 years of insurance customer service or related industry experience;

    • Associate’s Degree with 1–3 years of insurance customer service or related industry experience;

    • High School Diploma or GED with 3–5 years of insurance customer service or related industry experience.

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