Underwriting Assistant

3 weeks ago

Houston, United States USI Insurance Services Full time
General Description: Under limited supervision, provide day-to-day administrative and technical support. Assist Account Executive or Underwriters coordinate underwriting or customer service processes. ***While this is a remote opportunity, the employee must reside in Texas.***
Responsibilities: • Review and process applications for new and renewal business. • Participate in basic client services. Includes issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards. • Prepare and/or review and analyze technical documents to assure accuracy and completeness. • Input and maintain accuracy and completeness of policy management systems and files. • Invoice and track receivables. Assist with resolving accounting discrepancies as needed. • Prepare premium finance agreements and manage the process as needed. • Assist in development of presentations to customers and prospects. • Assist with developing and implementing claims handling instructions and loss control. • Order various reports, loss runs, MVR’s and follow-up for their receipt. • Handle or refer underwriters’ questions, when requested.
Knowledge, Skills and Abilities: • 2 years + of insurance experience. • High school diploma or graduate equivalent degree required. • Property & Casualty license preferred, willing to obtain in 6 months. • Working knowledge of Microsoft Office suite of products. • Ability to navigate multiple computer systems and applications. Utilize search tools to find information. • Analytical ability with high attention to detail and accuracy. • Strong verbal, written, and interpersonal communication skills. • Strong organizational, multi-tasking, and prioritizing skills. • Ability to work effectively in a team environment and across all organizational levels. • Ability to be flexible and adaptable to changing priorities and deadlines • Ability to follow policies, procedures, and regulations.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .


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