New Business Underwriter I

Paycom - ATS; Orange (CA); On-site; USD 70,000 - 98,000; Full time

Job summary

Choice Administrators is seeking a New Business Underwriter to review new cases, ensure compliance with underwriting guidelines, and document case progress. The role requires timely communication with brokers and teams, meticulous data entry, and regular audits to maintain high standards.

The position emphasizes accuracy, professionalism, and adherence to regulatory updates within a fast-paced environment. The ideal candidate will demonstrate strong verbal and written communication, attention to

Qualifications

• Experience with underwriting procedures and guidelines.
• Proficient in documenting case notes and auditing processes.

Responsibilities

• Underwrite new cases to confirm submission requirements and guidelines are met.
• Log case progress and communicate status with brokers/general agencies.
• Audit cases monthly and prepare for quality control.
• Complete underwriting checklists and update required data.
• Test new programming as needed and stay updated on industry changes.

Skills

Underwriting process

Verbal communication

Written communication

Handling irate customers

Independent work

Attention to detail

Time management

Team player

Education

High School Diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Purpose of Position:The New Business Underwriter is responsible for reviewing new business cases and ensuring all requirements are met by following all Choice programs underwriting guidelines.EssentialFunctionsUphold company policies and procedures as they apply to Choice Administrators programs.Underwrite new cases to determine that all submission requirements are received, and all underwriting guidelines are upheld.Complete underwriting checklist in system.Ensure missing information is received in writing and by the specified deadline.Complete any missing data entry based on additional information received.Communicate with Brokers and/or General Agencies via telephone or email regarding case status.Log case progress in the Underwriting Turnaround Tool in the department’s SharePoint site.Ensure all approved cases are sent for quality control.Complete case audits.Move all approved cases to corresponding iManage folder.Send notification of approved groups to GPC or COBRA.Document calls in appropriate system for historical purposes and ease of access by other teams.Assist with updating forms, letters, and manuals as assigned.Must be able to test new programming as needed.Staying up to date on current industry changes and regulations.On-Site and/or remote regular attendance and punctuality are essential functions of the job.Performs other business tasks or functions as assigned.Knowledge, Skills & Abilities Required:Must have a firm understanding of the underwriting process.Must have excellent verbal and written communication skills, especially under pressure.Ability to handle irate customers in a courteous, patient, calm and positive manner while maintaining a high quality of work.Must be computer literate with proficiency in Microsoft Word, Excel and Outlook.Must be able to work independently in a fast-paced environment where deadlines are a priority and handling multiple assignments simultaneously is the norm.Must be able to understand and follow directions.Must be a team player and participate in a close team-oriented environment.Must be able to schedule time to complete miscellaneous projects as assigned.Must be able to test new programming as needed.Must be able to pay attention to detail.Must possess a basic understanding of and ability to follow New Business Underwriting procedures and protocols.Must have a willingness to ask questions and seek clarification.Must be open to learning and personal growth.Must complete at least 5 audits per month.Must underwrite 90-100% of the monthly average of members and cases.Additional Competencies:Boss Relationships, Composure, Dealing with Ambiguity, Interpersonal Savvy, Learning on the Fly, Organizing, Perseverance, Problem Solving, Self-Development, Work/Life Balance.In addition to the KSAs and Additional Competencies listed above, there are more competencies related to this position. Please refer to the Individual Contributor – Specialist competency addendum.Educational Requirements:High School Diploma or equivalent required.Physical Requirements:Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.