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Underwriting Assistant- Excess Transportation

1 month ago


Dallas, United States Uplandcapgroup Full time

The

role of the Underwriting Assistant is to process, verify and assign incoming

submissions to the Underwriting team.

This role is also responsible for the support & servicing of

underwriting tasks on a daily basis. This role will also assist with the

training and mentoring of new team members.

The Underwriting Assistant acts as an extension to our Underwriters

and is responsible for handling urgent requests, all technical processing,

and acting as a point of contact for our customers in our Underwriter’s absence.

The Underwriting Assistant will need to diagnose urgent issues and prioritize

them as well as triage accordingly to ensure expeditious handling and

retention of business. Duties and Responsibilities: Monitor and process all incoming submission emails Create files, add data reports, import documents etc. Process Binders and other underwriting required documentation as necessary Daily follow-up communications with brokers for pending documentation/file status Monitor and process all incoming endorsement requests in a timely manner Responsible for all general underwriting file maintenance Assist with additional assignments as required from various departments within the underwriting divisions Assist with the training of new Underwriting Assistants Execute technical expertise throughout the policy acquisition and binding process Point of contact for urgent and time sensitive broker requests Audit and perform endorsement corrections where needed Review integrity of incoming and outgoing documents to ensure premium is quoted accurately Maintain strong relationships with brokers Perform tasks as assigned by leadership Experience, Education and Skills Required:

1-3 years insurance experience required Must be detail oriented with the ability to work independently and as a team Strong oral and written communication skills Strong data entry skills with high level of accuracy and efficiency Ability to multitask and stay organized Proficient with computer, email and Microsoft Office products Ability to manage to due dates and follow up timelines Previous experience in customer or direct client support a plus

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