Underwriting Assistant

BerkleyHigh Point, NC
3d

About The Position

The Underwriter Assistant will be responsible for providing Underwriters with the information necessary to make prudent underwriting decisions and to support the underwriting life cycle from pre-submission through policy issuance and renewal.

Requirements

  • BA/BS Degree preferred
  • Self-motivated and results oriented
  • Capable of working with internal and external teams and partners
  • Superior customer experience skills
  • Excellent vendor management skills
  • Positive attitude and professional demeanor
  • Demonstrated ability to meet deadlines, determine priorities and adapt to changing priorities as needed
  • Strong computer skills, including Excel and Outlook, and the ability to master multiple policy and underwriting systems and resources

Responsibilities

  • Triage incoming submissions for Underwriting review and provide instructions for entry into policy administration system
  • Collect data, review, analyze, and rate new and renewal business to prepare files for Underwriter review
  • Proficiently navigate and perform transactions in the policy administration system and other systems and tools used in the underwriting process
  • Issue policies in policy administration system according to Underwriter instructions and within time service standards
  • Review policies to ensure they are issued accurately based upon the terms and conditions outlined by the Underwriter and producer
  • Review and produce endorsements within authority or based on Underwriter instructions
  • Request and review supplemental applications for workers compensation insurance and highlight areas of concern for Underwriter review
  • Interpret and analyze underwriting manuals/guidelines, rating manuals, forms, and workflows workers compensation insurance
  • Maintain knowledge of technical underwriting process and/or research information if needed; participate in ongoing training as necessary
  • Handle various requests and/or inquiries from agents, brokers and/or underwriters through phone, in person, and written correspondence
  • Responsiveness on service requests from clients
  • Assist the Underwriter in maintaining productive and effective relationships with assigned agency partners including occasional visits to agency locations
  • Order various underwriting reports to compile data for the Underwriters
  • Inform Underwriters of any underwriting or agency issues immediately
  • Perform administrative duties for the department including writing reports and business correspondence
  • Participate in various projects to drive innovation and continuous improvement for our company and clients
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