Underwriting Assistant

Overview

The Underwriting Assistant (UA) assists assigned underwriters in writing, managing, and servicing new and renewal business to include all lines of property and casualty insurance. This role will perform initial review of accounts, rate coverage in carrier systems and prepare files for underwriting. They are also responsible for all policy issuance and endorsement processing. They will work in conjunction with the underwriter to provide superior customer service via phone and email.

Responsibilities

• Evaluate accounts to determine acceptability with underwriting appetite.
• Interact with agent clients to provide superior customer service via phone and email
• Reviews submissions for completeness, accuracy and make requests for information.
• Rate and issue policies
• Work with Accounting department to bill accounts
• Provides reports to management when requested.
• Responsible for all documentation of Underwriting files.
• Attends team meetings and performs other duties as assigned.
• Follow up for requested information.
• Fully assist Underwriters in all aspects of their primary responsibility.

Qualifications

• Bachelor’s Degree preferred but not required;
• Previous Insurance Experience; Rating experience preferred
• Strong verbal and written communication skills.
• Ability to service and maintain strong relationships with agents.
• Ability to work independently and manage multiple deadlines.
• Strong organizational and multi-tasking skills
• Thrives in a fast-paced environment and demonstrates teamwork capabilities.
• Strong skills in Microsoft Excel and other spreadsheet applications.