PL Underwriting Assistant

2 weeks ago

Neenah, United States Jewelers Mutual Group Full time
Summary

Provides excellent service to policyholders, agents, adjusters, and coworkers over the phone and through written communication. Researches, reviews, prepares initial gathering of information for the Underwriting team to review and determine acceptable risk. Provides follow-up as necessary. Consistently meets expectations for quality, accuracy, and timeliness. Works closely with Personal Lines Underwriters, jewelers, agents and policyholders to fulfill customer and business requests.

WHY Jewelers Mutual:

We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy We continue to raise the tide of the jewelry industry we've served since 1913 through our innovative people, our unyielding customer commitment, and evolution of our products and services to be the most trusted advisor to all we serve.

With a generous benefits package, office locations throughout the United States, and a mantra of "making your mark today", consider evolving your career and shining bright with Jewelers Mutual Group

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Ensures a level of customer service that meets and exceeds customer expectations over the phone and through written communication.
  • Examines individual applicants for insurance, reviews such documents as, but not limited to, applications, questionnaires, adjuster reports, and financial statements to set up or issue new business or policy modifications.
  • Helps review, follow up, setting up of accounts and may process agency business under the guidance of an Underwriter.
  • Coordinates and manages relationships with field adjusters which include initial contact, follow up, gathering of reports and ensuring invoices for services are paid in a timely manner.
  • Evaluates and takes action on necessary pre-renewal directions for vault coverage, closed claims and CAR reports.
  • Delivers on commitments to internal and external customers by providing follow-up and follow-through.
  • Responds to inquiries from jewelers, agents and current or prospective insured parties.
  • Excels in accuracy and quality and views these skills as critical to the success of ongoing relationships with our customers and coworkers.
  • Strives to be a knowledge expert in product, systems, and services.
  • Embraces change, maintains a positive work environment and actively engages in an ongoing learning culture.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Leadership Responsibilities

None

Qualifications
  • High school diploma or general education degree (GED) minimum requirement, with some college or college degree preferred
  • Three to six months related experience and/or training; or equivalent combination of education and experience.
  • General insurance and jewelry industry knowledge gained through courses and continuing education are helpful.
  • Proficiency in Microsoft Office, including Outlook, Word, and Excel.
Certificates, Licenses, Registrations

None

Physical Requirements
  • Prolonged periods sitting at a desk and working on a computer.
  • Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

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