Future Opportunities: Underwriting Assistant

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Requirements:

• Bachelor’s degree required
• Minimum of 1 year of underwriting or related insurance experience required
• CPCU, CIC, CRIS, Property & Casualty Brokers License, etc. a plus
• Strong customer service experience
• Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software
• Ability to work collaboratively with team members and other departments
• Strong desire to learn, explore new ideas, and seeking out new knowledge
• Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities

Responsibilities:

• Utilize understanding of exposures and risks analysis to assess loss history and current condition of finances for a case.
• Collects, studies, and reviews documentation pertaining to risk cases, performing risk analysis to conclude whether a case is worth accepting.
• Conduct preliminary reviews of complex submissions to identify errors, omissions, and confirm eligibility.
• Collaborate closely with the underwriting team to finalize insurance applications efficiently.
• Utilize multiple databases to gather and verify supplementary data for submissions.
• Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience.
• Respond to customer needs, providing guidance and assistance tailored to their insurance needs.
• Process accounts from approved quotes through to policy issuance with accuracy and efficiency.