Underwriting Assistant
3 months ago
Inform yourself of your rights and responsibilities by reviewing the content provided in the list below.
- Employment Eligibility (e-Verify): English & Spanish
- Right to work: English / Spanish
We're committed to bringing passion and customer focus to the business.
Position Overview
This dynamic role requires active engagement with agents, delivering exceptional service while effectively managing inquiries and complaints. As an Underwriting Assistant, you'll handle new business applications, assess eligibility, and oversee policy changes for both new and existing accounts. This role offers the opportunity to engage with agents, ensuring their satisfaction while promoting our array of products and services.
The following are the usual, basic, and essential functions of the position. These functions are not to be construed as an exhaustive list of all responsibilities, duties and skills required.
Essential Job Functions
- Proactively address inquiries regarding our diverse range of products and services.
- Provide prompt and professional responses to inbound calls and written correspondence from agents and clients.
- Manage time efficiently to meet departmental service level targets, enhancing customer satisfaction.
- Process endorsements and policy changes across all states, with a focus on HO-4 programs, demonstrating expertise.
- Facilitate seamless payment processing for new and existing accounts.
- Deliver exceptional customer service, resolving issues promptly to meet the satisfaction of agents and insureds.
- Maintain detailed records of calls and transactions on policies.
- Utilize experience and judgment to make informed decisions.
- Consistently achieve daily goals, contributing to team success.
- Ensure reliable attendance, promoting smooth operations.
- Adhere to policies and procedures outlined in the employee handbook.
- Undertake additional responsibilities as assigned, supporting departmental success.
- Thorough understanding of UPCIC manuals, guidelines, policies, and procedures.
- Proven track record with outstanding evaluations.
- Exceptional attendance record, demonstrating commitment to the role.
- Strong proficiency in reading, writing, typing, and computing.
- Creative and flexible approach to tasks, demonstrating innovation and adaptability.
- Clear appreciation for the impact of exceptional customer service.
- Excellent interpersonal and communication skills, fostering positive relationships.
- Ability to handle multiple tasks concurrently, maintaining efficiency and accuracy.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook.
- Florida Insurance Licensure: 20-44 or 2-20.
Benefit Highlights
- Industry leading medical, dental and vision insurance plan
- 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately)
- Generous PTO policy
- Eligible for performance based bonuses
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