Specialty Technical Assistant/Jr. Underwriting Assistant

Westfield Insurance; Alpharetta (GA); On-site; USD 60,000 - 80,000; Full time

Job summary

A reputable insurance company located in Alpharetta, Georgia, is seeking candidates to review transactions and manage underwriting relationships. The ideal candidate will possess a bachelor's degree or relevant work experience and be proficient in MS Office, especially Excel. Strong analytical skills and the ability to prioritize competing demands are essential. This role involves processing Excess Casualty submissions and maintaining internal and external customer communication.

Qualifications

• Bachelor’s degree or relevant work experience required.
• Proficient in MS Office, with exceptional skills in Microsoft Excel.

Responsibilities

• Review and analyze incoming transactions for completeness and quality.
• Process Excess Casualty new business submissions, renewals, and endorsements.
• Manage underwriting relationships with timely responses.
• Maintain correspondence activity with internal and external customers.

Skills

Strong understanding of the Excess Casualty Product

Strong desk management

Written and verbal communication skills

Strong analytical skills

Mathematical aptitude

Ability to prioritize competing demands

Education

Bachelor's degree or relevant work experience

Tools

MS Office - Microsoft Excel

ImageRight

Job description

Responsibilities Include But Not Limited To

• Review and analyze incoming transactions and related information for completeness accuracy and quality.
• Excess Casualty new business submissions, renewal submissions and endorsements processing including rating, policy construction and assembly in a timely and accurate manner.
• Regularly reviews and adheres to department processing guidelines and procedures to ensure accuracy including recommended changes/enhancements.
• Manage underwriting relationships with timely responses relative to service inquiries.
• Maintain all correspondence activity with internal and external customers including daily diaries on pending transactions.
• Compliance with state rules and regulations relative to cancellations and reinstatements.
• Gathering and analyze underwriting information including experience reports, final audits, loss control reports, financial reports, loss runs, MVRs, and FEINs.
• Ability to manage internal report updates based on manager discretion.
• Participates in peer review and quality control for team(s) as needed.
• Special projects, including participation of Home Office projects, as needed.

Qualifications, Education & Experience

• Bachelor’s degree or relevant work experience required.
• Proficient in MS Office, with exceptional skills in Microsoft Excel. ImageRight experience a plus.

Knowledge, Skills & Competencies

• Strong understanding of the Excess Casualty Product.
• Strong desk management, written and verbal communication skills.
• Strong comfort level with developing rapport with business partners, underwriters, agents and co-workers by phone, email or in person.
• Ability to prioritize competing demands and requests to complete work within required time constraints with a high volume of work.
• Demonstrate strong analytical skills and mathematical aptitude.
• Proficiency in using online reference manuals and multiple electronic systems.
• The ability to work in a team environment and handle multiple deadlines with ease.
• Self-starter that is energized by independent learning and research.
• Review and provide feedback on quality review of other team members to management based on required checklist.