Underwriting Assistant-Cross Border

Overview

Job Description

Primary
Job
Duties &
Responsibilities

• Participates with Account Executives/Underwriters in the new business and in force activities that support underwriting decisions that are consistent.
• Partners with Account Executives/Underwriters to establish support needs for new and in force policies (i.e., identify/gather relevant account information to quote and/or bind the policy etc.).
• Participates in pre-renewal meetings to define assignments.
• May prepare underwriting/pricing documentation (i.e., exposures, experience rating, updated account information, etc.).
• Manages account documentation (i.e., quotes, binder, reinsurance certificates, policy changes, endorsements, cancellations, broker record changes, letters of experience, etc.).
• Ensures accurate and timely servicing and billing of accounts.
• Communicates with brokers/agencies, insureds/customers and internal departments (i.e., researches and resolves issues, responds to inquiries and questions).
• Handles the processing of new business, renewals and endorsements.
• Provides administrative support and other related services as needed (e.g., input account information into system).
• Participates in projects/assignments and other duties as assigned.

• College Diploma
• 1 year of office related or customer service experience
• Basic software skills (Windows, MS Office)

• College Diploma
• 1 year of insurance industry experience.
• Intermediate time management skills and ability to prioritize daily assignments.
• Must be highly organized with ability to handle multiple tasks simultaneously to meet deadlines.
• Advanced attention to detail.
• Advanced verbal and written communication skills required to manage customer service requests, provide information to Insurance professionals and to respond to oral and written instructions.

• Intermediate computer skills and ability to learn new applications in a department with the most the most advanced and continually improving computer platforms and emerging technology and tools.
• Intermediate Microsoft Office (Excel, Word and PowerPoint) skills.
• Advanced data entry skills.
• Accountability:
  Takes ownership and responsibility for actions and outcomes, performance and results
• Analytical Thinking:
  Identifies current or future problems or opportunities, analyzes, synthesize and compares information to understand issues, identifies cause/effect relationships and explores alternative solutions to support sound decision-making.
• Change Management / Resilience:
  Remains energized and focused in the face of ambiguity, change or strenuous demands.
• Communication:
  Demonstrates effective verbal, written, and listening communication skills.
• Customer Focus:
  Provides service excellence to internal or external clients.
• Judgment / Decision Making:
  Exercises sound judgment, makes decisions and commits to a position.
• Leveraging Differences:
  Works with and includes people from different backgrounds, experiences, cultures, races, etc. and views those differences as assets to be leveraged to accomplish business goals and objectives.
• Relationship Management:
  Seeks out, builds, fosters and maintains productive relationships, networks or alliances to meet goals and achieve results.
• Teamwork:
  Works together in situations when actions are interdependent and a team is mutually responsible to produce a result.

$45,000-$70,900

Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market.

This position is being posted to fill an existing vacancy.

Interested in this role, but don’t meet every requirement? We encourage you to apply! We know from experience that a candidate doesn’t need 100% of the qualifications listed to bring incredible value to our team. We’re actively seeking diverse backgrounds and perspectives to help us make insurance better. At Definity, inclusion, diversity, and equity aren’t just “nice to have” — they’re essential to our success.

• Hybrid work schedule…