Underwriting Support Technician (hybrid)

Utica National Insurance Group•New Hartford, NY

4d•Hybrid

About The Position

The Underwriting Support Specialist prepares and processes new business, renewal, and quote-related tasks while ensuring accuracy and adherence to workflow standards. They coordinate information across multiple systems, manage high-volume email queues, perform document handling and quality checks, and serve as a key communication point for underwriters and agents. This role supports efficient underwriting operations by maintaining accurate documentation, resolving exceptions, and meeting service-level requirements.

Requirements

2-4 years Insurance background preferred.

Nice To Haves

Associate's Degree preferred.

Responsibilities

Secure, complete, and summarize preparatory underwriting tasks for quotes, new policies and renewal policies in accordance with the corporate workflow.
Process new and renewal prepping requests within authority.
Serve as a contact for underwriting and agents on communication related to the new and renewal prepping and PIC tasks.
Coordinate information using the OnBase, COMPRO and Mainframe systems as it relates to new business applications, policy change requests and E&O incoming documents, completing work accurately and meeting the assigned SLAs.
Pull Workers' Compensation reports for applicable states and transfer to Onbase.
Monitor, import and complete all necessary actions on incoming emails from all boxes including: Webcld, Webpld, Amendcld, EO.Apps, Underwriting Decisions and PIC.Requests.
Webcld requires review of applications to determine incoming Lines of Business, complete quality control of new input via inquiry to detect errors and duplicate submissions and underwriter or agent contact depending on submission.
Pull the Workers Compensation reports for applicable states and transfer to Onbase.
Compile, complete and submit reports and documents as required.
Perform Document Separation and Indexing.
Monitor Onbase Exception Queues.
Compile, complete and submit reports and documents as required.
Complete tasks including, but not limited to, Right Fax, Single 2, 3,4,6’s, Certificates, Regulatory Documents, and E&O Scanned.
Maintain a strong customer service commitment by interacting with Profit Centers, Supervisory Staff, Home Office, co-workers and agents in support of efficient and effective work processes.
Requires complete awareness and understanding of incoming email cyber security concerns and necessary reporting.
Assist with special project work as needed.
Performs other duties as assigned.
Conforms with all corporate policies and procedures.

Benefits

Medical and Prescription Drug Benefit
Dental Benefit
Vision Benefit
Life Insurance and Disability Benefits
401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
Health Savings Account (HSA)
Flexible Spending Accounts
Tuition Assistance, Training, and Professional Designations
Company-Paid Family Leave
Adoption/Surrogacy Assistance Benefit
Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
Student Loan Refinancing Services
Care.com Membership with Back-up Care, Senior Solutions
Business Travel Accident Insurance
Matching Gifts program
Paid Volunteer Day
Employee Referral Award Program
Wellness programs
Personal Insurance Discount