Assistant Underwriter

Copic Companies; Denver (CO); Hybrid; USD 48,000 - 60,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

Copic in Denver is seeking a detail-oriented customer support professional to assist underwriters with renewal business, new submissions, and policy changes. Key duties include data entry, endorsements, and maintaining electronic policy files while providing top-tier service to insureds and agents.

Hybrid schedule, full-time, with standard 8am–5pm MST hours. Hiring range stated is $47,703.37 to $59,629.21 annually, with comprehensive benefits.

Qualifications

• 1–2 years of office and/or customer service experience.
• High school diploma.
• Strong organizational skills.
• High quality of work without supervision.
• Excellent customer service with customers, agents, and employees.
• Ability to handle stressful situations professionally.
• Ability to multi-task effectively.
• Ability to collaborate with others.
• Ability to maintain and preserve confidentiality.
• Ability to be an exceptional company representative.

Responsibilities

• Process new and renewal policies and endorsements; issue documents and maintain files.
• Assist underwriters in monitoring accounts for past due activity and collections.
• Coordinate policy changes via endorsements and premium adjustments; maintain renewal status.
• Data entry accuracy for policy issuance and changes; maintain electronic policy files.
• Produce and mail (email) correspondence to policyholders and agents.
• Respond to insureds and Copic service departments regarding policy changes and billing inquiries; adhere to service standards.
• Test software upgrades and database changes as required.
• Handle special projects as assigned.

Skills

Office experience

Customer service

Organization

Communication

Confidentiality

Stress management

Multitasking

Team collaboration

Representative professionalism

Education

High school diploma

Job description

Reporting to the Assistant Underwriter, Lead, this position is responsible for performing all customer support functions in relation to renewal business, s upporting Underwriters with new business, and changes to existing policies. In this regard, the incumbent performs duties which include, but are not limited to the following:

• Preparing, coordinating, issuing new and renewal policies and endorsements
• Assist Underwriter(s) in monitoring accounts for past due activity and collections
• Having a good understanding of all facets of the Portal to provide support to insureds and third-party certificate holders as necessary. Help correct demographic changes from Portal
• Understanding of data entry to create accuracy and consistency
• Answering phones and providing support for the main line and other department call queues
• Testing of software upgrades and database changes as required
• Special projects as assigned

KEY RESPONSIBILITIES

Process New/Renewal Business & Requests for Policy Changes

Percent of Time: 50%

• Data entry including processing cancel/re-writes of policy coverage & policy issuance for all types of new and renewal medical professional liability policies. Review documentation to ensure accuracy.
• Process policy changes via endorsement (premium adjustments, adding and deleting insureds)
• Compute premiums for renewals and endorsement premium adjustments
• Maintain and track policy renewal status
• Maintaining electronic policy files including printing into, labeling, and organizing all file documents
• Assist Underwriters in monitoring accounts for past due activity
• Produce and mail (email) correspondence to policyholders and agents

Customer Service/Telephone Support

Percent of Time: 40%

• Correspond with insureds, and Copic service departments regarding policy changes, billing inquiries, or needed services
• Respond to phone requests, adhering to Copic’s service standards
• Correspond with insureds, and Copic service departments regarding policy changes, billing inquiries, or needed services
• Respond to phone requests, adhering to Copic’s service standards
• Correspond with insureds, and Copic service departments regarding policy changes, billing inquiries, or needed services
• Respond to phone requests, adhering to Copic’s service standards
• Correspond with insureds, and Copic service departments regarding policy changes, billing inquiries, or needed services
• Respond to phone requests, adhering to Copic’s service standards

Percent of Time: 10%

• Credentialing issuance
• Sorting of incoming mail, mailing out CNPPs letters
• Address Portal demographic changes
• Other duties as assigned

REQUIRED QUALIFICATIONS & SKILLS

• 1-2 years of office and/or customer service experience.
• High school diploma.
• Strong organizational skills.
• High quality of work without supervision.
• Excellent customer servicewith customers, agents, and employees.
• Ability to handle stressful situations professionally.
• Ability to multi-task effectively.
• Ability to collaborate with others.
• Ability to maintain and preserve confidentiality.
• Ability to be an exceptional company representative.

DESIRED QUALIFICATIONS & SKILLS

• Related insurance experience.

WORKING CONDITIONS

• Typical Office Environment
• Hybrid Schedule. Office located in Denver, Colorado
• oFull-Time, 40 hours per week, long or unusual hours as needed, sometimes on short notice
• oBusiness Hours: 8am-5pm MST

About Copic

Copic’s mission is to improve medicine in the communities we serve. We strive to be the premier diversified service organization providing professional liability insurance and other needs of the health care community through advocacy, innovation, and the commitment and dedication of our employees.

We offer competitive wages, a comprehensive and highly sought-after benefits package, and a great work environment with fun, friendly people who truly enjoy their work. Hiring range for this position is $47,703.37/annually to $59,629.21/annually.

Disclaimer

: This is not meant to be comprehensive. Job duties and/or qualifications are subject to change depending on business need.