Underwriting Assistant

Policy Services Technician I (Non-Exempt)

Reports to: Policy Services Manager

Location: Berkley Southeast Insurance Group Branch Office in Brentwood, TN. 

Position Overview: Responsible for handling the quoting and issuance of New Business, Renewals and Endorsements as specified by renewal cycles or agency submissions.  Interaction with Underwriting Assistants and Underwriters occurs daily.  Individual will be expected to have a pleasant demeanor and present themselves in a professional manner at all times.

Specific Areas of Responsibility:

1. Rate and issue quotes, new business, renewals and endorsements using the available systems and local software programs

2. Obtains and reviews pertinent information needed to evaluate renewals and endorsements as requested, according to prescribed criteria and authority

3. Review, analyze and process requests received from agents as directed.Take necessary action when requesting additional information needed to process business.Follow up with the appropriate internal and external customers

4. Maintain quality and time standards as established

5. Provide timely, courteous and efficient service to all internal and external customers

6. Communicates timely and in a positive manner.Written and oral communication should be clear, concise and articulate

7. Document files with the appropriate underwriting/rating information to assure activity and analysis is clear, concise and completed as directed

8. Perform other duties as assigned

Qualifications:

• Ability to rate most lines of Commercial Insurance, including but not limited to:General Liability, Property, Small Business Packages, Auto, Crime, Inland Marine, Umbrella and Workers Comp

• Excellent Communication Skills

• Ability to effectively communicate with co-workers and colleagues

• High School Diploma or equivalent

• Well organized, efficient and able to work with some degree of independence

• At least one year of experience in an office environment