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Underwriting Assistant: Commercial Lines
2 months ago
Essential Duties/Responsibilities:
Processes binders, renewals and correspondence
Provides support to the Inspection Processing team by advising on discrepancies and recommendations on inspections. Assists with the Inspection Review process when directed by the CL Service Supervisor.
Gathers and organizes specified information and reports to assist in the underwriting decision
Services all accounts, including resolving clients' inquiries, complaints, requests, and policy processing activities within guidelines
Responsible for quality and timely processing, and file maintenance
Sends out applications for underwriters for new and renewal business
Quotes renewals as directed by the Underwriter
Performs applicable procedures to ensure compliance with corporate and regulatory standards and out of state filings, including Surplus lines forms for carriers
Performs additional functions as needed as directed by the underwriter
Confers with underwriter on forms, rates and areas as needed
Backup for other assistants when out of the office
Monitors underwriter’s emails when the underwriter is out of the office
Qualification/Requirements:
Minimum 2+ years of technical assistant insurance experience
Multi-line rating expertise (or ability to develop multi-line expertise)
Knowledge of Middle Market underwriting classes, forms, procedures, regulations, coverages and business processes for assigned territory
Demonstrated skills and authority to process endorsements
Analytical skills to identify, gather and organize information and provide recommendation
Customer focused attitude and customer service skills to resolve inquiries quickly and effectively
Strong verbal and written communication skills
Demonstrated initiative to complete assignments and obtain results
Ability to work in a team environment to support overall profitability initiatives for assigned territory
Solid organizational skills including: time-management, prioritization and attention to detail
Skills to operate computer equipment, use commercial system applications and vendor software
Basic math skills
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