Underwriting Assistant

About This Role

This Underwriting Assistant supports Binding Authority Underwriters by reviewing applications and other pertinent information to evaluate, classify, and rate individuals and groups for insurance. The role involves working with underwriters to ensure all new and renewal risks are processed accurately and efficiently.

Responsibilities

• Examine documents such as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk
• Review company records to determine amount of insurance in force on a single risk or closely related risks
• Evaluate possibility of losses due to catastrophe or excessive insurance
• Work with Binding Authority Underwriters on underwriting new and renewal risks, ensuring all required information is obtained
• Ensure proper applications are complete, quotes and binders are confirmed, and policies are issued promptly and accurately
• Ensure state filings are made and taxes are paid according to appropriate state laws
• Issue and/or re-issue certificates of insurance
• Coordinate and correspond with internal and external departments to respond to questions and resolve issues
• Assist in the training of other personnel as directed
• Ensure all correspondence and requests are documented and attached to the appropriate file

Requirements

• High School Diploma or GED
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 1-2 years' experience in a similar position

Qualifications

• Associate or bachelor’s degree in an insurance or accounting related discipline (preferred) or High School Diploma/GED
• 1-2 years' experience in a similar position

Nice to Have

• Associate or bachelor's degree in an insurance or accounting related discipline

Skills

* Required skills

Benefits

Certifications