Underwriting Assistant

Essential Duties and Functions

• Aid the underwriter in managing new and existing accounts and organizing information according to Letter of Authority.
• Open and maintain hard files and files in the agency management system (Origami).
• Prepare and issue Certificates of Coverage as requested.
• Process new applications, organize information received, enter exposure information and notes into database, and maintain files.
• Record Documents (emails, faxes, mail, etc.) into the agency management system (Origami).
• Assist in binding new accounts.
• Absorb and assist with closing files.
• Process and issue endorsements.
• Assist with renewal applications, data, and renewal binding documents.
• Crosstrain and assist other employees with projects or tasks when needed.
• Perform other general office duties, including answering phones, processing mail, scanning, photocopying, filing, shipping, and ordering supplies.
• Assist with other general office duties, including answering phones, processing mail, scanning, photocopying, filing, shipping, and ordering supplies.
• Assist with other general office duties, including answering phones, processing mail, scanning, photocopying, filing, shipping, and ordering supplies.

Competencies

• Proficient computer skills in Microsoft Office programs and the ability to learn other business software programs.
• Excellent oral and written communication skills and the ability to work in teams.
• Possess a positive attitude, strong interpersonal skills, organizational skills, and be detail oriented.
• Professional office dress is mandatory.
• Must present oneself in a professional manner, including personal hygiene and appearance.
• Regular attendance is essential and expected for the effective operation of the company.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
• Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.
• Required: High school diploma.
• Preferred: Math skills such as Business Math or basic accounting functions, prior insurance experience, or college degree.

Physical Requirements

• Necessary: On a Regular Basis
• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone on a constant basis for at least 7-10 hours per day.
• Speech and hearing are sufficient for in-person and telephone communication on a constant basis for at least 7-10 hours per day.
• Vision sufficient for use of a computer monitor.
• Ability to sit at a desk on a constant basis for at least 7-10 hours per day.

Teammate Benefits & Total Well-Being

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.