Underwriting Assistant
New
Source API remote eligibility restrictions: United StatesFull-TimeMiddle
Salary36,000 - 67,800 USD per year
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Job Details
- Required Skills
- Data AnalysisSharePointMicrosoft ExcelData entry
Requirements
- High school diploma or GED
- Strong expertise in surplus lines policy issuance and post-bind operations
- Excellent math and data analysis skills
- High level of accuracy in reviewing documents and entering data
- Excellent verbal and written communication skills
- Strong problem-solving skills
- Proficiency in Microsoft Word, Excel, Outlook, and SharePoint
- Ability to multi-task in a fast-paced environment
Responsibilities
- Validate data entry into underwriting workbooks and systems
- Assist in the verification of proper documentation regarding coverage and limits
- Communicate with producers to obtain information required to complete transactions
- Review and process bind orders
- Utilize internal systems to complete policy drafting and verify data accuracy
- Complete booking of premium
- Issue approved policies and report policy data to third-party reporting agencies
- Process post-bind transactions including endorsements, cancellations, and reinstatements
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