Underwriting Assistant

This is an on-site position located in Roslyn, NY.

About the role

This position assists and supports the underwriting function by ensuring information submitted is complete and accurate for rating of new business, renewals, and mid-term changes. Provides cursory review of risk to aide in the underwriting process as well as other duties as requested.

The Underwriting Assistant role is a temporary-to-hire employment opportunity. During the three-month trial period, skills, performance, and compatibility with the organization will be evaluated. If both parties find the role suitable after this period, an offer may be extended for regular full-time employment as an Underwriting Assistant.

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.
• Provide 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.
• Work with underwriter(s) to coordinate and solicit renewal submissions in accordance with established timeframes.
• Perform initial review, triage and processing of new business and renewal submissions.
• Set up underwriting files pulling together information from disparate sources into a cohesive format for underwriter(s) and territories.
• Coordinate documentation for underwriting files.
• Process system transactions relative to assigned product line ensuring the highest level of precision.
• Prepare non-automated policy forms, letters, documents and send to appropriate clients and brokers.
• Review binders and policies for accuracy.
• Run established data warehouse reports proficiently.
• Participate in learning and development opportunities online, in person and group training sessions as needed.
• Provide assistance to the underwriters in the assigned territory by preparing necessary policy documents for Agency/Broker visits.
• Maintain the highest level of customer service and produce accurate work with minimal mistakes.
• Understand and achieve productivity requirements to meet underwriting objectives.
• Respond in a timely and professional manner to internal processing requests and external queries received from brokers and clients.
• Demonstrate a sense of urgency and consistently meet processing deadlines per underwriting service standards.
• Other duties as assigned by management.

Requirements

• Associate degree and/or 2-3 years insurance or related experience required.
• Customer service background preferred.
• Proficient in Microsoft Office Suite.
• Ability to participate in assigned projects and departmental efforts as an active and positive team member.
• Demonstrated ability to maintain effective working relationships with other departments, employees, management, and clients.
• Excellent verbal and written communication skills.
• Detailed oriented with good organizational skills.
• Ability to work without direct supervision, make independent decisions, and meet specific deadlines.

Pay

The actual compensation will be determined by experience and other factors permitted by law.