Underwriting Assistant

Position Summary

Join our Underwriting team as a detail-oriented and dependable administrative professional who plays a vital role in keeping operations running smoothly. In this position, you’ll provide essential clerical and organizational support to ensure accurate data management, timely processing of policy information, and seamless coordination across teams.

Primary Responsibilities

• Handle departmental mail, including preparing, sorting and distributing mail in a timely and effective manner
• Order and maintain departmental supplies and materials
• Manually or electronically prepare and maintain lists or other records of data/information; including maintaining and uploading documents accordingly in the electronic underwriting document storage application
• Prepare and maintain policy renewal listings and distribute to Underwriting Operations team
• Set up customer files and assign customer numbers in the customer dashboard
• Complete various tasks on both new and renewal policies including but not limited to, Experian reports, ordering and scoring Motor Vehicle Records, and completing commission exceptions forms
• Enter and update information in UPIS for both new and renewal business
• Follow up on wage reports, sign and return forms and billing statements to obtain needed information
• Ensure accuracy of department information, files, reports, and records
• Prepare memos, letters, reports, documents, lists or other records
• Efficiently utilize software systems in entering, accessing or retrieving data/information in/from various systems
• Provide appropriate departmental services for the needs of internal customers
• Deliver excellent customer service to internal and external customers
• Respond timely to inquiries and reporting needs
• Work in a harmonious manner, accept supervision and directions, and interact in a cooperative manner with supervisors, co-workers, internal customers, and other company personnel

Qualifications

• 2+ years of experience in a professional office setting
• Basic understanding and application of Microsoft Word and Excel
• Strong communication skills, both written and oral
• Strong attention to detail
• Time management skills, with ability to timely and accurately organize, prioritize, and complete responsibilities
• Dependable and able to maintain regular, predictable attendance
• Able to work overtime as needed