Small Group Underwriter (4478)

Word & Brown Companies•Orange, CA
•Onsite

About The Position

Review Group applications by the Carrier’s guidelines and submit by the applicable deadlines. Follow up with Broker or Sales Office for pending items. Position requires mandatory overtime during months of heavy volume.

Requirements

  • Attention to Detail and have Sense of Urgency.
  • Excellent Time Management, Organization Skills and Problem Solving Skills.
  • Strong Customer Service Skills: telephone, e-mail and in person.
  • Computer literate: adapt to carrier software and internal software.
  • 10 key, 45 WPM, Word and Excel.
  • Highly, motivated team player.
  • Excellent grammar and spelling.
  • Ability to interface with Brokers, Carriers and Clients in a professional manner.

Nice To Haves

  • College preferred or equivalent work experience.
  • Health Insurance knowledge is helpful.

Responsibilities

  • Review and complete California and Nevada cases with accuracy in a fast paced environment
  • Enter case into carrier’s online system if applicable or excel spreadsheet
  • Meet 24 hour turn time on each case and pending items
  • Assist Team Lead or Manager with Pre-Sale Questions or projects as needed
  • Provide excellent Customer Service to internal and external customers
  • Subject matter expert.
  • Review and test underwriting system changes before they are implemented
  • On-site regular attendance and punctuality are essential functions of the job.
  • Performs other business tasks or functions as assigned.
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