Underwriting Assistant

2 months ago


Boston, United States Coverys Full time

Position Summary

The Underwriting Assistant supports the underwriting team with data entry, processing submissions, customer service, and assigned projects. In addition, the Underwriting Assistant will provide administrative support to the Underwriting team, maintain files, and ensure records comply with the company’s compliance policies.

Essential Duties & Responsibilities- Data Entry_. Accurately input and maintain policy information into our underwriting system. Verify policy information against established guidelines and underwriting criteria to ensure compliance. Access external databases to extract required information. Work as a liaison between Underwriting and IT to validate data from external parties.- File management_._ Maintain underwriting files in the appropriate location. Retrieve documents as needed for underwriters, claims personnel, auditors, or others.-
- Correspondence_. Prepare routine correspondence, such as policy confirmations, renewals, notices, non-renewal notices, and endorsement letters. Maintain professionalism and adhere to company communication guidelines.- Administrative Support_. Support the Underwriting team by supplying general administrative support as needed. Create loss runs and other applicable reports. Act as liaison between Underwriting and other departments. Work with Product & Services team on regulatory mailings and represent Underwriting in assigned operational meetings. Fulfill all regulatory requests and data calls and remit the information to tax/legal/product & state reporting.- Compliance and quality assurance._ Assist in keeping accurate and up-to-date records, ensuring compliance with company policies.

Education, Experience, Competencies & Values- High school diploma or equivalent is required. Some higher-level education is preferred.- Proficiency with Microsoft Office suite of programs.-
- Ability to work well in teams and comfortable communicating with all levels of the organization.- Excellent communication skills, both written and verbal. Ability to write professional correspondence.- Attention to detail and analytical skills are a must.

If you're a caring and customer focused individual who enjoys working with passionate team members, Coverys is the right company for you


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