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Position Summary
The Underwriting Assistant provides support to the Underwriting department by assisting with compiling
and submitting community rated renewal data, Schedule-A 5500 information, and utilization reports for
clients and the sales department.

Essential Position Functions

• Prepare, write and submit small group / community rated renewal letters to groups and broker agencies.
• Pull, prepare and organize utilization data for Schedule-A 5500s.
• Review small group / community sold case documents for accuracy and submission.
• Gather utilization data to submit forms to state insurance divisions.
• Extract commercial group census information and compile data into Geo Access reports for the sales team.
• Pull and audit quarterly experience reports for clients.
• Create, design and submit ad-hoc data reports as needed.
• Data entry for renewal and proposal log entries.
• Assist in auditing report utilization data.
• Review and respond to mailbox inquiries.
• Perform administration duties such as organizing online folders, digital and paper fillings, and intranet memos.

Non Essential Position Functions

• Handle routine complaints or inquiries.
• Additional duties as assigned

Job Qualifications

Education and Experience
High school diploma or some college level education preferred, and a minimum of one year of underwriting experience preferred OR equivalent combination of education and experience, which will provide the ability to perform the essential functions of the position.

Knowledge of:

• Insurance industry.
• Proficient knowledge of Microsoft Office applications, including Outlook, Word and Excel. Tableau proficiency is preferred.

Skill In:

• Excellent written and oral communication skills and the ability to communicate effectively with all levels within the company.
• Problem solving and analytical/interpretive skills are required.

Ability to:

• Manage time effectively and complete multiple tasks for various projects.
• Perform basic math calculations including the use of some algebraic formulas.
• Thrive in a fast-paced environment and demonstrate teamwork capabilities.

Company Overview

Physical Requirements:
The work is primarily performed while sitting and/or standing, but will require occasional walking, bending,
stooping and carrying light items such as papers, books, or other supplies. The incumbent uses a
computer and other standard office equipment to complete tasks.

Willamette Dental Group is an equal opportunity employer.

We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This job description is not meant to be an all-inclusive list of duties and responsibilities, but constitutes a general definition of the position's scope and function in the company.

This position may be exposed to PHI in the course of his/her duties, and will handle protected information (PHI) in a manner consistent with the Health Insurance Portability and Accountability Act of 1996 (HIPAA).

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