Underwriting Processing Associate

Safepoint MGA, LLC•Temple Terrace Junction, FL

3d•Onsite

About The Position

The Underwriting Processing Associate serves as a liaison between the Underwriting Department and other business units, supporting process improvements and efficient communication. The role processes and maintains insurance policy information, verifies records, handles compliance documents and correspondence, and conducts outbound calls about failed payments. The associate also researches properties, organizes and escalates issues, and supports additional tasks and projects while meeting established productivity and quality standards. A minimum of 80–150 items must be completed daily. Applicable Property and Casualty licensure is required; the licensing process may involve background questions and fingerprinting. The position is performed in an office-only professional environment and routinely uses standard office equipment. The role requires regular talking or hearing and frequent standing, walking, manual handling, and reaching, as well as dexterity for repetitive movements such as pushing, pulling, bending, and lifting as needed.

Requirements

Applicable Property and Casualty licensure is required.
Familiarity with office support tasks and related activities.
Exceptional attention to detail and organizational skills.
Ability to work efficiently independently and as part of a team, with minimal supervision.
Accurate keyboard data-entry skills and above-average keyboarding ability.
Proficiency using computer keyboards and mail equipment.
Ability to understand instructions, correspondence, and memos.
Ability to maintain meticulous company database records for traceability and accountability.
Ability to follow written and verbal directions precisely.
Adaptability and resilience in changing environments.
Strong written and verbal communication skills.
Problem-solving ability to identify and address process, equipment, or interpersonal issues.
Ability to conduct outbound calls.
Ability to complete repetitive physical movements and the physical activities described for the role.

Responsibilities

Input, update, and maintain insurance policy data in internal systems accurately.
Verify and cross-check information for consistency and correctness.
Process and log state-required documents for policy compliance.
Communicate with internal and external contacts to support timely, high-quality project execution.
Research properties using available resources.
Make outbound calls to agents to relay failed-payment information.
Manage incoming emails and index items promptly and professionally.
Send company memos requesting required policy information.
Serve as a point of contact between the Underwriting Department and other business units for process improvement projects.
Provide phone coverage and additional assistance during a CAT event.
Organize and escalate issues for resolution, including indexing correspondence and handling legal document signatures.
Complete other assigned tasks and projects.
Use computer systems to process requests from external sources and research risk information.
Meet the daily productivity requirement of 80–150 items while maintaining quality standards.

Benefits

Market-competitive wages.
Professional development and educational assistance programs.
Safe Harbor 401(k) plan with immediate vesting and an automatic company contribution.
Paid time off, including discretionary PTO and parental leave.
Company-paid holidays.
Health insurance.
Dental insurance.
Vision insurance.
Company-paid short- and long-term disability insurance premiums.
Flexible spending accounts with a company contribution.
Health savings accounts with a company contribution.
Employee life and AD&D insurance.
Dependent life and AD&D insurance.
Company-paid AAA membership.
Company-paid identity theft protection.
Other ancillary insurance benefit programs.