- Manage the intake, organization, and tracking of client reporting documents and essential underwriting materials.
- Ensure timely recording, saving, and follow-up on all required reports, including delinquent client submissions.
- Populate underwriting review forms and support documentation preparation for internal evaluation processes.
- Identify and escalate high-dollar and catastrophic claims for further review.
- Maintain and organize a centralized library of vendor-provided reports and documentation.
- Ensure accuracy, consistency, and compliance with company documentation standards and retention policies.
- Support cross-functional teams by facilitating efficient workflows and enabling timely decision-making.
- Perform additional administrative and operational support duties as assigned.
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