Underwriting Assistant, Religious Institutions

About This Role

Assist Underwriters with establishing new submissions, gathering information, and processing insurance policies in the religious institutions sector. This role involves reviewing applications, supporting rate computations, and maintaining accurate account documentation.

Responsibilities

• Establish new submission in the clearance system and handle according to established procedures
• Assist Underwriters with quote, binder, and policy issuance workflow
• Gather and organize information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision
• Assist the Underwriter with the computation of rates and premiums
• Review incoming insurance applications for accuracy and completeness
• Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts
• Work with and follow up with producers for any outstanding information
• Process and distribute insurance binders, endorsements and policies within processing standards established by management
• Prepare all policies in accordance with final binders inclusive of review by underwriting staff
• Manage all account documentation

Requirements

• Bachelor's Degree
• 1-3 years of underwriting experience
• Demonstrated strong written and oral communication skills
• Ability to work both independently and within a team environment

Qualifications

• Bachelor's Degree
• 1-3 years of underwriting experience