Underwriting Assistant

Mcgowan Agency • Fairview Park, OH

378d

About The Position

The Underwriting Assistant at McGowan and Company plays a crucial role in supporting underwriters by providing necessary information for sound underwriting decisions. This position focuses on managing account documentation, ensuring timely servicing of accounts, and maintaining a customer service-oriented approach within the department's performance standards.

Requirements

• High school diploma or equivalent (required).
• Bachelor's degree (preferred).
• A minimum of 3 years in insurance or office setting is preferred.
• Excellent organizational and problem-solving skills.
• Ability to multi-task and prioritize.
• Strong customer service skills.
• Attention to detail while working in a fast-paced environment.
• Strong working knowledge of computers including Microsoft Office.

Responsibilities

• Participates with the underwriter in renewal and new business activities that support underwriting decisions.
• Partners with the underwriter to establish support needs for new and renewal business.
• Manages account documentation including Account Clearance, Acknowledgement Letters, Underwriting Documentation, and Closing Letters.
• Manages Agency Management System, C1, and account coding.
• Ensures accurate and timely servicing of accounts in accordance with Department Service Standards.
• Provides administrative support and other related services as needed.
• Participates in projects/assignments as needed.

Benefits

• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• 401(k) matching
• Life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED