Remote Underwriting Assistant

Job Overview

JOB DETAILS

REQUIREMENTS

1. College degree with a concentration in business or equivalent work experience
2. One year of wholesale insurance experience
3. State specific Insurance License required
4. Underwriting Clerk experience or three years of general insurance experience
5. Must be able to understand and analyze necessary components of insurance policies
6. Must have knowledge of commercial multi-line underwriting and rating
7. Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, and Rackley ISO Rating Software
8. Ability to develop, foster, and maintain an excellent working relationship with clients
9. Ability to work in a team environment essential
10. Maintain current knowledge of the insurance industry
11. Good written and verbal skills
12. Ability to work extended hours when necessary

RESPONSIBILITIES

1. Solicit and prepare renewal files and follow up with brokers for underwriting documentation.

2. Accurately explain liability and other program coverages to clients and prospective clients.
3. Maintain pending/suspense system per established procedures.
4. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.
5. Manage all account documentation.
6. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).
7. Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and Company guidelines.
8. Manage underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures.
9. Perform other duties as assigned.

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