Underwriting Assistant

 

Job Title: Underwriting Assistant
Department: Brokerage
Status: Full-Time Non-Exempt

Summary:

The Underwriting Assistant’s primary role is production support and account management. They will report to the manager and independently works on a variety of duties, including but not limited to the following: a renewal book of business, new business accounts as received and assigned, handling quotes and binders for division, and keeping a suspense to track new and renewal account status. They will also handle billing and endorsements. The UA must follow all division’s procedure guidelines.

Please note: limited travel may be offered.

Essential Duties and Responsibilities:

Quote Letters

• Process sign-off on new and renewal quote letters
• Accountable for quotes processed correctly
• Responsible for any quote subjectivities

Binders

• Accurate Binder issuance
• Accountable for work product
• Handle any assigned Compliance responsibilities

Handle New and Renewal Accounts

• Demonstrate ability to handle all assigned carrier renewal accounts independently
• Includes knowing when to market, request loss runs, and broker accounts
• Endorsement processing

Administrative tasks

• Effectively handle any assigned administrative tasks
• Handle all Agency Management system filing as required / assigned
• Handle all invoicing

Policy Knowledge

• Demonstrate understanding of various insurance coverages
• Able to field questions on carrier specific items
• Able to handle inquiries regarding coverage issues

General Work Guidelines

• Return phone calls and emails in a timely manner
• Respond to inquiries quickly and accurately
• Follow all policies and procedures according to division Procedure Guidelines

Education Requirements:

High school diploma or equivalent (Required)

Experience Requirements:

• Office Work: 1 year (Required)
• Commercial Insurance Experience: 1 year (Preferred)

Job Type: Full-time

Pay: $22.00 - $26.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Office: 1 year (Required)
• Commercial Insurance: 1 year (Preferred)

Work Location: Remote

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