Underwriting Assistant

Job Description

JOB DETAILS

REQUIREMENTS

• Must be detail oriented with the ability to work independently and as a team
• Strong oral and written communication skills
• Strong data entry skills with high level of accuracy and efficiency
• Ability to multitask and stay organized
• Proficient with computer, email and Microsoft Office products
• Ability to manage to due dates and follow up timelines
• Previous experience in customer or direct client support a plus

RESPONSIBILITIES

• Monitor & process all incoming submission emails – Create files, add data reports, import documents etc.
• Process Binders, Policies & other underwriting required documentation as necessary
• Daily follow-up communications with brokers for pending documentation/file status
• Monitor & process all incoming endorsement requests in a timely manner
• Responsible for all general underwriting file maintenance
• Assist with additional assignments as required from various departments within the underwriting divisions
• Assist with the training of new Underwriting Assistants
• Execute technical expertise throughout the policy acquisition and binding process
• Point of contact for urgent and time sensitive broker requests
• Audit and perform endorsement corrections where needed
• Review integrity of incoming and outgoing documents to ensure premium is quoted accurately
• Maintain strong relationships with brokers
• Perform tasks as assigned by leadership

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