Underwriting Assistant

• Support the Underwriting department and underwriters with administrative and data processing tasks
• Gather documentation and enter information into systems
• Manage workflows and help ensure policy processing efficiency
• Serve as the first point of contact for customer inquiries during the account life cycle
• Clear and set up electronic files, including filing, and prequalify risks per underwriting guidelines
• Generate, edit, and send correspondence on behalf of Underwriters
• Respond to client phone calls and emails
• Review and issue policies within authority level
• Review and approve tasks within authority level
• Order, review, and follow up on inspections
• Follow up for carrier subjectivities
• Issue notices and handle mailings
• Issue endorsements and cancellations/reinstatements according to underwriting guidelines and required time frames
• Perform other related clerical and administrative duties as assigned

• Bachelor's Degree in a business-related field (i.e., Business, Economics, Finance, Accounting, Statistics, etc.) preferred
• Working knowledge of Insurance terminology
• Typing proficiency (35 wpm minimum)
• Excellent written, verbal and client-facing communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Ability to follow policies and procedures
• Self-motivated with strong attention to detail
• Travel may be required up to 10% of the time
• Must be able to remain in a stationary position 50% of the time, with occasional movement in the office to access cabinets and equipment

Demonstrates proficiency in administrative support and data processing within the Underwriting department, ensuring efficient policy management and effective communication with clients. Possesses a strong understanding of insurance terminology and the ability to follow established guidelines and procedures.

• Bachelor's Degree in Business-Related Field
• Insurance Terminology Knowledge
• Microsoft Office Suite Proficiency
• Typing Proficiency (35 WPM Minimum)
• Excellent Written and Verbal Communication Skills

• Attention to Detail
• Self-Motivated

• Underwriting
• Policy Processing
• Client Inquiries
• Administrative Duties
• Workflows Management