Underwriting Assistant (Commercial P&C)
POSITION SUMMARY
Responsible for supporting the underwriting team by gathering, verifying, and organizing data from policyholder applications, financial records, and other supporting documents. A high level of attention to detail, strong organizational skills, and the ability to work effectively within a team to ensure accurate underwriting decisions are made.
RESPONSIBILITIES
- Collect, review, and process financial records and other documentation needed for the underwriting process.
- Aid in gathering additional information at the request of underwriting partners.
- Organize and maintain client files, ensuring that all required documentation is accurate, complete, and up to date.
- Support the underwriting team with administrative tasks, such as document organization and report preparation.
- Collaborate with agency partners to collect compliance documents and address inquiries from agencies and insureds.
- Assess risk by accurately completing Amerisure’s underwriting risk assessment tools.
- Recognize discrepancies or missing information in applications and take steps to address and resolve the issues.
- Maintain accurate records of data.
- Assist the underwriting team with administrative duties, including document organization and report preparation.
- Learn and adhere to underwriting guidelines and procedures.
REQUIREMENTS
- High school diploma or GED.
- Experience in the insurance industry, financial services, customer service or administration, preferred.
- Excellent problem-solving skills and attention to detail.
- Excellent organizational skills, including ability to multi-task and prioritize workload.
- Excellent verbal and written communication skills with the ability to interact with internal and external customers.
- Proficient computer skills required including Microsoft Office Suite.
- Demonstrated successful ability to input data with a high accuracy rating, and strong attention to detail.
- Excellent customer service skills.
- Ability to travel occasionally, less than 5%.
BENEFITS
Amerisure provides a competitive total rewards package including competitive base pay, performance-based incentive pay, comprehensive health and welfare benefits, a 401(k) savings plan with profit sharing, and generous paid time off programs. Amerisure also offers flexible work arrangements to promote work-life balance.
PAY
Competitive base pay with performance-based incentive pay.
SCHEDULE
Hybrid 3 days a week in the local office & 2 from home. Office locations include Atlanta GA, Charlotte NC, Chicago IL, Dallas TX, Farmington Hills MI, Indianapolis IN, Phoenix AZ, St. Louis MO or Tampa FL.