Underwriting Support Assistant

PRO IS Inc Remote, US,
Remote

About The Position

PRO IS, Inc. is seeking candidates for an entry-level, remote Underwriting Support Assistant position. This is a full-time role (40 hours per week, Monday - Friday, 8:00 am - 5:00 pm EST, including a 1-hour lunch break). While the title includes 'Underwriting', PRO IS is an insurance services provider, not an insurance company, and this role supports insurance industry clients by performing specific tasks within the property and casualty insurance underwriting process. Training on client systems and processes will be provided. The duties may involve entering policyholder information, mapping property locations, verifying and combining policy documents, sorting and filtering data in Excel, analyzing and entering information into systems, standardizing data using advanced Excel functions (pivot tables, VLOOKUP), converting documents, and using online tools (Google, Google Maps, Bing) and translation software to gather and process information.

Requirements

  • Strong Excel skills
  • Good decision-making skills
  • Attention to detail
  • Accuracy with work
  • Able to use Microsoft Word and Adobe
  • Organized
  • Able to meet deadlines while working with multiple assignments
  • Flexible to work in multiple systems at once
  • Able to work with people with different styles/work output preferences
  • Must have own reliable and secure high-speed internet access (no hot spots or satellite dishes)
  • Must live in and be able to work from home in the lower contiguous 48 states in the United States of America
  • Must be authorized to work in the US

Nice To Haves

  • Candidates do not need to be bi-lingual.

Responsibilities

  • Entering information about a potential policyholder into the client’s system.
  • Mapping the property location to the nearest body of water.
  • Verify that all the other parts of the process are completed and look correct and then combine documents for different parts of the policy to create the final policy document.
  • Sorting and filtering data in Excel such as states, types of vehicles, payroll, sale, and other information pertinent to obtaining proper insurance rates.
  • Analyzing and entering the needed information into the system.
  • Using advanced functions in Excel, such as pivot tables and VLOOKUP, to standardize the data in spreadsheets. This can include searching for and correcting addresses, so they are in the needed format (for example “123 W Main St” not “123 West Main Street”).
  • Converting Word and PDF documents into Excel.
  • Using Google, Google Maps, and Bing to help determine the type of business, finding street addresses, and latitude and longitude of the location.
  • Using Google Translate to translate documentation provided from our client’s international offices. These may include, but are not limited to, Spanish, Chinese, French, and Portuguese.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Short-term disability insurance
  • Long-term disability insurance
  • Health savings accounts (with company contribution)
  • Flexible spending accounts
  • 401k (with match)
  • Paid holidays
  • Paid birthday
  • Generous paid time off
  • Employee referral program
  • Employee assistance plan
  • Advancement opportunities
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