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Underwriting Technical Assistant

4 months ago


Alpharetta, United States Westfield Insurance Full time

Qualifications and Education Requirements
- College degree or equivalent work experience as an Assistant with demonstrated involvement in insurance industry education preferred.
- Must have excellent work ethic and energetic personality
- Capable of mastering multiple systems and have experience working in a paperless environment
- Ability to adapt to a time sensitive, fast pace, high production environment
- Display a professional demeanor and excellent customer service skills
- Team-oriented attitude and approach

Preferred Skills
- Strong organizational skills
- Strong working knowledge of Microsoft Office products, ImageRight experience a plus.
- Rating experience preferred but not required
- Ability to quickly learn new software & systems
- Strong multi-tasking skills
- Good customer service and work ethic
- Problem Solving Abilities with math aptitude.
- Strong attention to detail
- Effective communication skills.

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Role and Responsibilities
- Daily contact with the Underwriter, Underwriting Assistant, brokerage community and teammates.
- Review, page mark and rate submissions
- Follow up for necessary underwriting information
- Maintain diary and follow up for outstanding items-post bind
- Policy and Endorsement issuance
- Issue quotes and binders with assistant and/or underwriter guidance when necessary.
- Follow up for and send out renewal letters as directed
- Special Projects as assigned
- Research and answer inquiries from internal and external customers
- Assist with testing and QA of systems