Associate Underwriter

SCI Summit Consulting•Gainesville, GA

5d•Hybrid

About The Position

Summit provides independent insurance agents and their clients with workers’ compensation insurance and customer service. The company serves more than 7,000 independent agents and 31,000 policyholders across the South, Midwest, and Mid-Atlantic, and is part of Great American Insurance Group. The Associate Underwriter assists in evaluating applications and risks, maintaining underwriting files, and supporting policy transactions. The role works with underwriters, brokers, and agents to clarify application details and obtain information, and provides information to Processing so policies and endorsements can be issued on time. Work is performed under close supervision and technical direction, using established procedures and authority limits. The position is based in one of three offices: Baton Rouge, Louisiana; Gainesville, Georgia; or Lakeland, Florida. Employees are expected to work on-site four days per week, with the flexibility to work remotely one day per week. Core in-office days are Tuesday through Thursday; the fourth in-office day is determined by business needs.

Requirements

Associate degree in Business, Finance, or a related field, or equivalent experience.
Ability to perform work under close supervision and technical direction.
Procedural knowledge and skills to accomplish assigned tasks.
Working knowledge of coverage, forms, and policy provisions for the assigned territory or unit, as well as workflows and systems.
Foundational written and verbal skills.
Ability to work within standard, established authority limits.

Responsibilities

Assist in reviewing and evaluating applications for compliance with company policies and underwriting guidelines.
Work with underwriters and brokers or agents to gather additional information and clarify application details.
Review financial statements, property valuations, loss histories, and other relevant data to assist with risk assessment.
Maintain underwriting files and ensure documents and approvals are properly filed.
Compile reports on risk evaluations, policy statuses, and portfolio performance for underwriters and management.
May underwrite new and renewal policy transactions within written authority.
May enter policy information for an assigned product, territory, or agency in accordance with template rules.
Proof and audit policy information for an assigned product, territory, or agency.
Assist in reviewing premium and loss data for individual accounts as part of renewal, change, or mid-term underwriting.
Order and review required reports, endorsement requests, service requests, and general correspondence.
Research and may respond to broker or agent questions.
Provide Processing with information needed to issue policies and endorsements on time.
May issue, process, or code transactions.
Perform other duties as assigned.