Underwriting Assistant - Financial Lines

About This Role

This Underwriting Associate role supports the Global Services Branch by ensuring accurate binding and policy issuance for Financial Lines U.S. policies. The position involves coordinating with internal and external stakeholders, handling inquiries, and maintaining electronic file integrity.

Responsibilities

• Review Local Policy Implementations against quotes or endorsement requests to ensure consistency
• Research inconsistencies and ensure accurate binding and issuance instructions to the Processing Center
• Compile and index all correspondence applicable to the account in the related customer file
• Coordinate account processing and servicing by preparing templates and work orders of issuance instructions
• Coordinate booking and issuance process with the Processing Center by responding to questions or pushback
• Research and respond to Producer and Overseas Underwriter inquiries, escalating as necessary
• Serve as an additional point of contact for internal and external customers on account related matters
• Ensure MAX and other tracking systems are updated timely and within service standard metrics
• Serve as back up to other Underwriting Associates within the Fin Lines Team
• Handle all additional functions as assigned by management, such as Meeting Minutes Minder or SharePoint repository maintenance

Requirements

• Strong observational skills and ability to take appropriate action
• Detail oriented
• Proficient at multi-tasking
• Strong organizational skills
• Ability to work both independently and in a team-based environment
• Strong verbal and written communication skills
• Superior time utilization and desk management skills
• Ability to research, think critically, analyze, prioritize, take initiative, problem solve, and work under pressure to meet critical deadlines
• Ability to respond to changing business priorities
• Ability to take multiple tasks to completion in any given workday
• Ability to track assignments and follow through with others as necessary
• Ability to compile, evaluate and interpret detailed information and data
• Organized, energetic, and easily adaptable to change
• Strong data entry and computer skills
• Proficient in Microsoft Word, Excel, Outlook

Nice to Have

• 2+ years of prior insurance underwriting support experience
• Knowledge of Financial Lines Products and Forms such as D&O, E&O, and Cyber
• Knowledge of electronic systems, basic Underwriting and rating principals

Skills

* Required skills