Underwriting Assistant - GL and Excess - Remote
About The Position
The S&S Operations Underwriting Assistant will support the business strategies and activities of the underwriting departments at the Manager’s directive. This role provides pre-quote transaction support, including validating data entry, assisting in the verification of proper documentation, and communicating with producers to obtain necessary information. After underwriting binds an account, the Underwriting Assistant assumes responsibility for processing bind orders, completing policy drafting, booking premium, issuing policies, reporting policy data to third-party agencies, and processing post-bind transactions such as endorsements, cancellations, and reinstatements. The role also involves contributing to the team environment and continuous improvement philosophy by communicating and collaborating with other departments, assisting with special projects, and performing other assigned duties.
Requirements
- Strong expertise in surplus lines policy issuance and post-bind operations
- High school diploma/GED required
- Exceptional attention to detail, organizational skills and ability to take initiative.
- Solid computer skills including Word, Excel: E-mail & Internet Based Technology.
- Excellent math and data analysis skills; comfortable interpreting and manipulating report data.
- Ability to work in a fast-paced environment and move quickly from one project to another.
- Ability to review and interpret complex data.
- Strong problem-solving skills to identify discrepancies and resolve issues.
- High level of accuracy in reviewing documents, entering data, and processing of transactions.
- Ensuring all information is complete, correct, and compliant with company standards.
- Excellent verbal and written communication skills.
- Collaborating with underwriters, other assistants, and cross-functional teams to achieve departmental goals.
- Provides quality and timely service to internal and external customers.
- Proficient in Microsoft Word, Excel, Outlook, and SharePoint, as well as other internet-based technologies required by the role.
- Exceptional attention to detail, ability to multi-task, and work in a fast-paced environment to meet SLAs.
Nice To Haves
- College degree preferred.
Responsibilities
- Provide underwriting with pre-quote transaction support, including validating data entry into underwriting workbooks and systems, assisting in the verification of proper documentation regarding coverage and limits prior to completing transactions, and communicating with producers to obtain information required to complete transactions.
- Assume responsibility for completion of the transaction after underwriting binds an account, including reviewing and processing bind orders, utilizing various internal systems to complete policy drafting, verifying data accuracy, approving policy drafts within authority, setting up within the electronic document management system, and following up for underwriter approval for accounts outside authority.
- Complete booking of premium within the appropriate system and confirm premium posted properly.
- Issue approved policies, perform review of underlying policies, report policy data to third party reporting agencies, and resolve criticisms from those reporting agencies in a timely manner.
- Process post-bind transactions, including subjectivity and inspection follow-up, endorsements, cancellations, and reinstatements.
- Communicate and collaborate with other departments within the corporation to answer policy questions, resolve issues, and identify ways to streamline processes.
- Assist with special projects, upon request.
- Performs all other duties and special projects as assigned.
Benefits
- Competitive compensation package
- Generous 401K employer match
- Employee Stock Purchase plan with employer matching
- Generous Paid Time Off
- Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family’s wellness, including your physical, mental and financial wellbeing
- Tuition reimbursement
- Industry-related certifications
- Professional training
- Matching donation program
- Volunteer opportunities
- Employee-driven corporate giving program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
