Underwriting Assistant

3 weeks ago


Salt Lake City, United States Trean Corporation Full time
***Note: This is a Hybrid Role. The employee is expected to be in the office at a minimum, 2-3 days a week. The first 90 days after the hiring date it would be highly desirable and may be required to come into the office at a greater frequency for training and regular tasks that will be required on a go-forward basis.

POSITION SUMMARY:

The Underwriting Assistant reports to the assigned Underwriter(s)/Underwriting Supervisor, provides support to the underwriting staff and performs other clerical duties in the department. This position assists in the pre-underwriting process to allow the Underwriter to make an informed decision in a timely manner.

KEY RESPONSIBILITIES:
  • Review and enter worker's compensation applications
  • Obtains missing or needed information
  • Sets up submissions in policy administration system and may complete basic information on the Risk Analysis Worksheet.
  • Maintains strong attention to detail and assigning submissions to the proper underwriter.
  • Email policies to agents and welcome kits to policyholders.
  • Process loss run and experience mod worksheet requests.
  • Processes renewals.
  • Handles inquiries and requests from both agents and policyholders.
  • Issues policy endorsements as needed; includes cancellation and reinstatement notices
  • Binds and issues policies in policy administration system.
  • Performs other duties and projects as assigned.
  • Must maintain a consistent presence in the office.
Requirements

QUALIFICATIONS:
  • 3-5 years administrative experience
  • Underwriting and insurance experience strongly desired
  • Microsoft applications
  • Demonstrates accuracy, attention to detail and thoroughness.
  • Works effectively in a fast-paced environment while providing a high level of customer service.
  • Consistently at work and on time.
  • Follows instructions and responds to management direction. Ability to meet designated deadlines and reach goals
  • Ability to work independently on assigned tasks as well as accept direction on given assignments.
  • Ability to multi-task; strong organizational skills.
  • Demonstrates excellent verbal and written communication skills.
  • Ability to solve practical problems and to interpret a variety of instructions furnished in written, oral, or diagram form
  • Treats records and documents of a sensitive and confidential nature with care.
  • Strong administrative skills required, along with the ability to exercise discretion and judgment.


Salary Description

$22 - $25 / hour
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