Sr. Underwriting Assistant

5 Star Recruitment; Broomfield (CO); On-site; USD 50,000 - 70,000; Full time

Job summary

A recruiting firm is seeking a Sr. Underwriting Assistant to handle the complete policy lifecycle, improve risk classification, and mentor team members. This role requires 1-3 years of experience, attention to detail, and skills in customer service and communication. Proficiency in MS Office is necessary. The successful candidate will build relationships with agency partners, assist in training, and participate in process improvements. This entry-level position offers an opportunity to grow within the insurance industry.

Qualifications

• 1-3 years work experience.
• Proficiency in MS Office required.
• Strong customer service and communication skills.

Responsibilities

• Service a book of business through the policy lifecycle.
• Build relationships with agency partners and sales representatives.
• Mentor and train less experienced team members.

Skills

Attention to detail

Customer service

Communication skills

Time management

Creativity

Intellectual curiosity

Education

Bachelor's degree preferred

Tools

MS Office (Excel, Word, PowerPoint, Outlook, MS Teams)

Job description

About the job Sr. Underwriting Assistant

We will count on you to:

• Service a book of business through the full policy lifecycle within service standards
• Build relationships with agency partners and sales representatives to improve risk classification, bind ratios, and sales volume
• Gain an understanding of agency management, product distribution, and claims procedures that enhance growth and underwriting profit
• Create and maintain procedures
• Professionally communicate with producers via phone, email, and chat regarding underwriting questions, policy servicing, and billing questions
• Mentor and train less experienced team members
• Work cross-functionally with Compliance, Claims, Product, Underwriting and other business units to develop process improvements and product enhancements
• Provide input and feedback to leadership for continuous process improvement.
• Fill in for other team members to ensure business continuity during peak periods and/or when team members are unavailable.

What you need to have:

• High attention to detail, creativity, intellectual curiosity, a desire to communicate, and strong time management skills
• Excellent customer service and communication skills
• 1-3 years work experience. Bachelors degree preferred but not required.
• Technical Skills: Proficiency in MS Office (Excel, Word, PowerPoint, Outlook, MS Teams)
• High attention to detail, creativity, intellectual curiosity, a desire to communicate, and strong time management skills
• Excellent customer service and communication skills

What makes you stand out?

• 3+ years of insurance or closely related office experience.
• Successful completion of insurance and/or financial designations.
• Experience using third-party data

Must Have:

• High attention to detail, creativity, intellectual curiosity, a desire to communicate, and strong time management skills
• Excellent customer service and communication skills
• 1-3 years work experience. Bachelors degree preferred but not required.
• Technical Skills: Proficiency in MS Office (Excel, Word, PowerPoint, Outlook, MS Teams)
• High attention to detail, creativity, intellectual curiosity, a desire to communicate, and strong time management skills
• Excellent customer service and communication skills

Nice to Have

• 3+ years of insurance or closely related office experience.
• Successful completion of insurance and/or financial designations.
• Experience using third-party cata

Additional Information

• Training period 5 days a week until fully trained
• Processing and customer service role
• Comfortable with emails, phone
• Working on small commercial website team
• Entry level associate
• Final look prior to issuing policies
• Cancel, reinstate, amend a policy
• 6 individuals on the team
• Primarily transactional and once qualified more customer service