Underwriting Assistant
3 weeks ago
Responsibilities:
• Efficiently process and manage customer credit applications.
• Record and maintain accurate customer credit information.
• Monitor customer accounts and take necessary actions.
• Address and resolve customer issues through phone, email, and live chat.
• Collaborate with internal teams like sales, marketing, and operations to meet customer requirements.
• Analyze and investigate customer problems to provide effective solutions.
• Identify and suggest improvements in customer service processes based on customer feedback.
• Work in unison with various departments to resolve complicated issues and enhance customer satisfaction.
• Maintain a thorough understanding of our products and services to assist customers effectively.
• Keep accurate records of all customer interactions and transactions.
• Identify and report recurring issues to improve the overall quality of service.
• Suggest enhancements to products or services based on customer feedback.• Proven experience as an Underwriting Assistant or relevant role in the insurance industry
• Proficiency in underwriting procedures and relevant legal regulations
• Demonstrable knowledge and understanding of insurance contracts and related documentation
• Excellent numerical skills and attention to detail for data analysis
• Strong organizational and multitasking abilities
• Ability to work collaboratively within a team and independently when required
• Excellent communication and negotiation skills
• Proficiency in office applications and underwriting software
• Ability to make sound decisions under pressure
• Bachelor’s degree in business, finance, or related field is preferable
• Familiarity with risk assessment and evaluation techniques.
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