Small Group Underwriter (4478)

Responsibilities

• Review Group applications by the Carrier’s guidelines and submit by the applicable deadlines.
• Follow up with Broker or Sales Office for pending items.
• Position requires mandatory overtime during months of heavy volume.
• Review and complete California and Nevada cases with accuracy in a fast paced environment.
• Enter case into carrier’s online system if applicable or excel spreadsheet.
• Meet 24 hour turn time on each case and pending items.
• Assist Team Lead or Manager with Pre-Sale Questions or projects as needed.
• Provide excellent Customer Service to internal and external customers.
• Subject matter expert. Review and test underwriting system changes before they are implemented.
• On-site regular attendance and punctuality are essential functions of the job.
• Performs other business tasks or functions as assigned.

Qualifications

• Attention to Detail and have Sense of Urgency.
• Excellent Time Management, Organization Skills and Problem Solving Skills.
• Strong Customer Service Skills: telephone, e-mail and in person.
• Computer literate: adapt to carrier software and internal software. 10 key, 45 WPM, Word and Excel.
• Highly, motivated team player.
• Excellent grammar and spelling.
• Ability to interface with Brokers, Carriers and Clients in a professional manner.
• High School Diploma.
• College preferred or equivalent work experience.
• Health Insurance knowledge is helpful.
• Must be able to sit for extended periods of time and occasional standing and walking.
• Must have adequate hearing for phone work.
• Vision requirements include close vision and the ability to adjust focus.
• Must be able to communicate effectively in English.
• Must be able to use a keyboard and other office equipment.
• Ability to lift up to 10 pounds occasionally.