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Underwriting Assistant- CPS

4 months ago


Dallas, United States NSM Insurance Full time

Overview:

With 25+ years of expertise, Care Providers Insurance Services (CPS) is a best-in-class insurance program for nonprofits and social services organizations across the country, including churches, private/charter schools and community action agencies. CPS continues to lead the way in providing unmatched insurance and risk management solutions for the organizations who do important work to serve our communities.

CPS is part of NSM Insurance Group, a global specialty insurance provider with more than $1.6 billion in premium across 25+ specialty insurance programs and brands around the world. Named a Philadelphia Inquirer Top Workplace based on employee feedback, the company has been exclusively focused on building successful insurance programs since 1990 and continually seeks new opportunities to grow and expand through strategic mergers and acquisitions.

Relationships are paramount at NSM because we know thats what drives mutual, long-term success. We maintain an entrepreneurial spirit and startup mindset within an established organization that continues to redefine what specialty insurance means and how it impacts everyday lives. Employees are given endless opportunities to expand their interests and skillsets, push breakthrough ideas and take risks. Our open, supportive environment gives employees the confidence to take ownership of their work as if the business was their own.

At NSM, we Build Success every day for our people, carrier partners, agents and insureds because we know our success is built on yours.

The Underwriting Assistant (UA) assists underwriters in writing, managing, and servicing new and renewal business to include all lines of property and casualty insurance. This role will perform initial review of accounts, rate coverage in carrier systems and prepare files for underwriting, as well as policy issuance and endorsement processing. The UA will work in conjunction with underwriters to provide superior customer service via phone and email in a fast-paced environment. (Hybrid schedule, 2-3 days onsite)**

Responsibilities:
  • Evaluate accounts to determine acceptability with underwriting appetite.
  • Interact with agent clients to provide superior customer service via phone and email.
  • Review submissions for completeness, accuracy and make requests for additional information.
  • Rate and issue policies.
  • Partner with the Accounting team to bill accounts.
  • Provide reports to management when requested.
  • Responsible for all documentation of Underwriting files.
  • Attend team meetings and perform other duties as assigned.
  • Follow up as needed for requested information.
  • Fully assist Underwriters in all aspects of their primary responsibility.
Qualifications:
  • Previous insurance experience, preferred.
  • Bachelors degree, preferred.
  • Strong verbal and written communication skills.
  • Ability to service and maintain strong relationships with agents.
  • Ability to work independently and manage multiple deadlines.
  • Ability to thrive in a fast-paced environment and demonstrates teamwork capabilities.
  • Strong skills in Microsoft Excel and other spreadsheet applications.