Underwriting Assistant (Excess)

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Requirements:

• Bachelor’s degree
• Minimum of 1 year of underwriting or related insurance experience
• Strong customer service experience
• Proficiency in Microsoft Office Suite
• Ability to work collaboratively with team members
• Strong desire to learn and explore new ideas
• Ability to be flexible and adapt to changing priorities

Responsibilities:

• Assess loss history and current condition of finances for cases
• Perform risk analysis on documentation pertaining to risk cases
• Conduct preliminary reviews of complex submissions
• Collaborate with the underwriting team on insurance applications
• Gather and verify supplementary data for submissions
• Manage inbound calls to ensure a positive customer experience
• Guide customers in their insurance needs
• Process accounts from quotes to policy issuance