Sr. Underwriting Assistant
Primary Responsibilities
- Conducts name clearance and processes all transactions in the applicable Chubb System.
- Processes cancellations, BORs, and countersigning.
- Researches and resolves premium discrepancies and compliance-related issues.
- Books, binds, and issues new line and renewal policies, mid-term endorsements, and cancellations in applicable rating and issuance systems in accordance with standardized workflows and roles and responsibilities.
- Proactively assists with account management and achievement of service goals.
- Communicate with agents/brokers and underwriters on the status of open items.
- Ensures electronic file integrity.
- Captures, coordinates, and responds to renewal requests.
- Analyzes renewal account-specific information (including, but not limited to, loss information, financials, application, etc.).
- Creates underwriting analysis templates and documents templates with renewal changes for referral to the underwriter.
- Performs rating-related tasks in coordination with the transaction.
- Coordinates the quotation process and completes quotes letters for referral to the underwriter.
- Completes and follows up on Manuscript Endorsement Requests.
- Provides new line rating, quoting, and issuance support for template underwriting initiatives.
- Captures and follows up on Manuscript Endorsement Requests.
- Participate in ad hoc projects based on business needs.
- Attends all relevant UA/underwriting training, Operations/UW department meetings, and renewal account reviews as appropriate.
Qualifications
- Strong communication, multi-tasking, organizational, and customer service skills.
- Proficient in Word and Excel.
- Mathematical aptitude.
- Basic understanding of financial concepts and terminology.
- Self-starter with strong time management and prioritization skills.
- Ability to organize work and perform within time constraints.
- Ability to work in a fast-paced and changing business environment.
- Solid verbal and written communication skills.
About Us
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.