Senior Underwriting / Broker Services Assistant

Senior Underwriting/Broker Services Assistant (Main Office or Remote)

Summary

Under the supervision of the Underwriting Manager, and within guidelines established in the underwriting manual, the Senior Underwriting/Broker Services Assistant provides clerical and technical assistance to the underwriters in the areas of application entry, rating, preparing quotes, renewal underwriting, issuing policies, marketing, and interacting with brokers in a variety of service oriented tasks.  The requirements listed below are representative of the knowledge, skill, and/or ability required but are not all inclusive. The Insurance Operations Senior Underwriting/Broker Services Assistant responsibilities include but are not limited to:

Underwriting Assistant Duties

• A personal commitment to providing Inspired Service in every internal and external client engagement
• Provide customer service by responding promptly and courteously to all requests for information
• Effectively communicate company standards, mission, underwriting guidelines, and requirements to brokers and/or members.
• Accurately issue new and renewal policies.
• Order and review of inspection reports.
• Process endorsements within authority level. Refer any endorsements exceeding authority to underwriter.
• Process renewal quotes for multi-line policies within authority level. Refer any quotes exceeding authority for approval/Training/Mentoring:  Provides training and mentoring for other members of the Insurance Operations team when required.
• Develops amicable working relationships with underwriters/agents and handles some agent special service requests.
• Provide assistance with broker inquiries regarding endorsements and renewals.
• Rate all lines of new business and renewal business per underwriting guidelines
• Process broker and member information changes such as address changes, phone, email, etc. 
• Accurately document account utilizing system notes, Workflow and Document Management.
• Miscellaneous tasks – Any and all assignments related to the insurance operations department as requested by the Underwriting Manager or Vice President of Insurance Operations.
• Other underwriting assistant duties as assigned

Broker Assistant Duties

• Managing Broker Services Inbox
• Processing Broker of Record requests (individual and bulk)
• Processing New Broker Appointments (and all associated follow-up or assistance)
• Maintain updated Broker Appointment and BOR tracking material 
• Adding and Web-Enabling new broker contacts
• Screening Prospective Broker Calls/Inquiries
• EDI, Electronic Data Interface, Management and basic technical support
• Sourcing potential brokers in various areas
• Assist with  general broker questions when it is unclear who would handle the request
• Acquisition updates/filings
• Potential to travel as an assistant to visit new or current brokers
• Work with Marketing & Communications to prepare and provide updated basic resource guides including potential customer sources or sales tools for brokers
• Processing or arranging any and all other needs as requested by the Broker Services Manager and Vice President of Insurance Operations
• Other broker assistant duties as assigned

Required Skills

• Type 35-50 net words per minute.
• Must possess a moderate understanding of property and casualty insurance coverages; some familiarity with ISO commercial class codes is required.
• Some knowledge of underwriting principles and processes is required.
• Solid mathematical aptitude
• Proficient verbal and written communication skills
• Ability to work independently with little direct supervision and within a team environment as needed
• MS Word and Outlook or similar computer software experience preferred.  Strong aptitude for learning new computer programs is required.
• Candidate should be organized and able to multi-task, provide follow-up and manage a significant book of business.
• Ability to travel as needed
• Strong customer service skills and a professional attitude are required.
• Candidate should posses excellent written and verbal communication skills, and sharp attention to detail.
• Must have adequate vision (with corrective lenses if needed) to clearly view computer screen 
• Must have adequate hearing to perform job tasks
• While performing the duties of this job, the employee is regularly required to stand, bend, reach, or sit for up to 3 hours at a time.  The employee must occasionally lift and/or move up to 20 pounds.

Experience

• 3 to 5 years related work experience as Commercial CSR or Underwriting Assistant preferred.
• Knowledge of General Liability, Commercial Auto, and Property coverages strongly preferred.
• Experience working with nonprofits preferred.
• If candidate is working from a remote home office away from our main office in Santa Cruz, CA, candidate must have prior experience and a successful track record of working 100% remotely away from a home office location.

Education

• 4-year degree preferred.
• Insurance Fire and Casualty license preferred or completion of at least 4 Property and Casualty insurance education courses.

If you are interested in applying for a position, please submit your resume and a cover letter that tells us why you want to work for us, a member of the Nonprofits Insurance Alliance Group via email or fax at 831-621-6090.