Alternative Products Underwriting Assistant

Berkley•Chesterfield, MO

About The Position

The Alternative Products Underwriting Assistant provides technical and operational support to Midwest Employers Casualty’s Underwriting organization, initially focusing on developing internal Genesys expertise. The role supports policy administration and underwriting activities for alternative product offerings, including Workers’ Compensation, Auto Liability, and General Liability. Initial work will focus on the growing Captives business and may expand to other alternative products and underwriting activities processed outside traditional excess workers’ compensation workflows. The position works closely with internal stakeholders to help ensure transactions are processed accurately and on time. The role includes entering and maintaining account, exposure, rating, policy, and transaction information; preparing rating outputs, quotes, and policy issuance transactions for underwriter review or approval; processing approved renewals, extensions, endorsements, and policy changes; reviewing records for accuracy and completeness; and coordinating questions or exceptions with underwriters and other appropriate stakeholders. It also supports documentation, compliance and audit requests, quality control, process improvements, system testing, automation initiatives, and knowledge transfer.

Requirements

Two to five years of experience in insurance operations, underwriting support, policy administration, financial services operations, or another detail-oriented technical environment preferred.
Ability to learn technical insurance concepts, products, systems, and procedures.
Strong numerical aptitude and ability to review detailed information accurately.
Strong systems aptitude and comfort working across multiple applications.
Ability to follow detailed procedures while recognizing discrepancies and matters requiring escalation.
Exceptional attention to detail and commitment to accuracy.
Ability to manage multiple detailed transactions and deadlines.
Sound judgment regarding when to resolve routine issues and when to escalate.
Process-oriented and documentation-focused mindset.
Strong organization and prioritization skills.
Clear written and verbal communication.
Ability to collaborate effectively with underwriters, shared services, and internal stakeholders.
Continuous-improvement mindset, including interest in automation and AI-enabled process improvement.

Nice To Haves

Commercial insurance transaction or policy administration system experience.
Workers’ compensation experience.
Professional designations such as CPCU, AU, or ARM.
Bachelor’s degree; equivalent relevant work experience may be considered.

Responsibilities

Develop and maintain working expertise in Genesys processes supporting Underwriting operations.
Enter and maintain exposure, account, rating, policy, and transaction information in Genesys and related systems.
Process assigned underwriting and policy administration activities outside traditional excess workers’ compensation workflows.
Review source documentation, underwriting instructions, Genesys data, and related records for completeness and consistency before entering or updating information.
Identify missing, inconsistent, or unclear information and coordinate with the appropriate internal stakeholder for clarification.
Track transactions through completion and maintain accurate supporting documentation.
Serve as a technical resource for assigned Genesys processes as knowledge and experience develop.
Enter rating, exposure, and policy information according to established procedures and underwriter direction.
Prepare rating outputs and quote transactions for underwriter review and approval.
Prepare policy issuance transactions and coordinate workflow with internal stakeholders.
Process approved renewals, extensions, endorsements, and policy changes.
Refer questions involving risk selection, pricing, coverage, exceptions, or policy interpretation to the assigned underwriter.
Review account, exposure, rating, policy, transaction, and source-document information across Genesys and related systems for accuracy, completeness, and consistency.
Identify discrepancies, incomplete information, and potential processing errors before transactions are finalized.
Correct routine processing errors within established procedures and escalate exceptions appropriately.
Help establish repeatable quality control practices for newly transitioned work.
Monitor recurring errors or rework and recommend process improvements.
Maintain underwriting, policy, operational, and compliance documentation according to established standards.
Support compliance, audit, and regulatory requests by gathering and organizing requested records.
Follow established procedures and refer compliance questions or exceptions to the appropriate subject-matter expert.
Assist with proof-of-coverage or filing-related activities when assigned and trained.
Complete training and build technical proficiency in Genesys, assigned policy administration processes, and Workers’ Compensation, Auto Liability, and General Liability transactions.
Translate training and transfer knowledge into clear procedures, job aids, and controls.
Identify opportunities to simplify, standardize, automate, or improve underwriting operations.
Support automation and AI-enabled process initiatives.
Participate in system testing, implementation, and workflow improvement efforts.
Support future cross-training and knowledge transfer to reduce keyperson and vendor dependency.