Underwriting Assistant

Essential Duties & Responsibilities

• Support the development, growth, and maintenance of an assigned book of business working directly with UW staff.
• Work pro-actively with underwriter(s) in support of our new and renewal client base.
• Responsible for providing the highest level of accuracy and support to the underwriter(s) throughout the new business lifecycle and ongoing renewal account maintenance.
• Provide exceptional customer service by processing binders, policy issuance and midterm service requests within established timeframes.
• Works with underwriter(s) to coordinate and solicit renewal submissions in accordance with established timeframes.
• Performs initial review, triage and processing of new business and renewal submissions.
• Sets up underwriting files pulling together information from disparate sources into a cohesive format for underwriter(s) and territories.
• Coordinates documentation for underwriting files.
• Processes system transactions relative to assigned product line ensuring the highest level of precision.
• Prepares non-automated policy forms, letters, documents and sends to appropriate clients and brokers.
• Reviews binders and policies for accuracy.
• Proficient in running established data warehouse reports.
• Participate in learning and development opportunities online, in person and group training sessions as needed.
• Provides assistance to the underwriters in the assigned territory by preparing necessary policy documents to Agency/Broker visits.
• Maintains highest level of customer service and produces accurate work with minimal mistakes.
• Responds in a timely and professional manner to internal processing requests and external queries received from our brokers and clients.
• Demonstrates a sense of urgency and consistently meet processing deadlines per underwriting service standards.

Education & Qualifications

• Associate degree and/or 2-3 years insurance or related experience required.
• Customer service background preferred.
• Must be proficient in Microsoft Office Suite.
• Must demonstrate ability to maintain an effective working relationship with other departments, employees, management, and clients.
• Excellent verbal and written communication skills.
• Must be detailed oriented and have good organizational skills.
• Ability to work without direct supervision, make independent decisions and meet specific deadlines.