Underwriting Assistant
About The Position
The UA contributes to the success of the underwriting goals as well as corporate goals relating to growth, profit, renewal retention, service, and producer/client management. The UA analyzes account specific information and prepares renewals with updated forms and ratings with outlining changes year-over-year that will be used as the basis for renewal strategy; supports pricing in conjunction with Underwriter; coordinates the renewal process for the Underwriter; reviews submission information with the Underwriter; is accountable for the quotation, rate, book and issue processes for policies and endorsements; and ensures electronic file integrity. This operations position has dual accountability to underwriting management and operations.
Responsibilities
- Pre Renewal Account Preparation (including Gathering/analyzing underwriting documents)
- Coordinate Policy Issuance working closely with UW team to assure exclusions/forms attached to broker issued Contracts
- Quality check Draft Policies /Endorsements
- Follow up on subjectivities
- Address/resolve all Accounting inquiries
- Assist with Account Audits
- Special Projects
- Researches and provides basic underwriting analysis of account information.
- Compiles and documents risk analysis and ensures integrity of electronic files.
- Coordinates account processing and servicing.
- Review, verify and publish all documents.
- Research and follow up on Producer inquiries.
- Serves as the first-line point of contact for internal and external contacts on account related matters.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
