Associate Underwriter (Healthcare)

PalomarLa Jolla, CA
Remote

About The Position

The Associate Underwriter reports to the VP, Underwriting and is responsible for providing underwriters with information necessary to make underwriting and pricing decisions (e.g. data entry, clearance, additional information from agents/brokers, modeling, mapping, and other administrative support from initial submission through policy issuance and renewal). This position provides support within established process workflows and guidelines that are responsive to marketing, underwriting, retention, and service goals. Candidates applying for this position need to have a strong customer service focus mindset combined with the ability to manage responsibilities in a timely, accurate, professional, and consistent manner.

Requirements

  • Minimum of 2 years of experience in the insurance industry or related financial services
  • Strong commitment to providing excellent customer service preferred.
  • Collaborative mindset with adaptability to changing priorities
  • Proactive approach to achieving results and supporting team goals
  • Ability to quickly learn and navigate various technical platforms
  • Effective communication skills, both verbal and written
  • Professional, analytical, and flexible approach to work
  • Strong organizational skills with the ability to prioritize and work independently in a fast-paced environment with time-sensitive deadlines

Nice To Haves

  • Build strong relationships through transparency, trust, and respect for each other.
  • Work in an agile environment, with a resilient mindset to find creative solutions to challenges.
  • Collaborate and celebrate diverse perspectives, promoting inclusivity and equality.
  • Do the right thing with strong conviction and integrity.
  • Be bold and innovative to help make an impact.
  • Demonstrable track record of working autonomously and driving progress
  • Be intellectually curious, think creatively, and pragmatic

Responsibilities

  • Perform data entry, maintain service diaries, manage account clearance, and support renewal templating processes
  • Setting up ILF rater with tower schematics and exposure details
  • Setting up UW template with exposure & financial information
  • Update and maintain transaction logs, account documentation (ensuring accuracy and organized files), and internal information systems
  • Support with maintenance of manual submission and transaction logs.
  • Support with file organization/completeness
  • Support underwriters by assembling and processing quotes, binders, policies, endorsements, and billing communications
  • Support with data entry into OYYO for new/renewal business for quotes/binders/policies
  • Communicate with brokers and agents to gather additional account information and provide updates on account status
  • Follow up for missing documentation to facilitate with account review and file audits
  • Provide general administrative support to underwriters and other internal teams as needed

Benefits

  • Full Suite of Medical Benefits
  • Long Term Financial Incentives – STOCK!
  • 401k with 3.5% Automatic Fully Vested Employer Contributions
  • Competitive PTO + Holiday Program
  • Lifestyle Spending Allowance
  • Professional Development Assistance
  • Career Exploration Opportunities
  • Regular company-wide social events (even virtually!)
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