Underwriter I

Home State Insurance Group Inc; Tulsa (OK); Presencial; USD 42.000 - 56.000; Tempo integral

Resumo da vaga

Home State Insurance Group Inc. in Tulsa, OK is seeking an underwriting customer service representative to deliver effective service to internal and external customers.

You will use in-depth product knowledge and clear team communication to support policies, payments, and processing tasks. The role includes manual rating, memo processing, and handling loss and claim setup reviews, with agent relationship building as a core element.

Qualificações

• High school diploma or equivalent required.
• 2 years underwriting or 5 years underwriting customer service experience.
• Familiar with standard underwriting concepts, practices and procedures.
• Proficient with Microsoft Office.
• Detail oriented with strong analytical, communication and interpersonal skills.
• Sets a high standard for responsiveness and agent/customer needs.

Responsabilidades

• Services agents and customer payments via phone.
• Manual rating.
• Review and provide instructions for processing of items flagged for Underwriter I level.
• Calls agents for questions and clarification on policies.
• Send memos via Connect to agents for current information.
• Processes responses to memos for additional information identified as Underwriter I level.
• Review applications for edits flagged as Underwriter I level review.
• Review and process Underwriting Loss Reports identified as Underwriter I level review.
• Review and process Claim Set Up Reports identified as Underwriter I level review.
• Review application of prior company experience history.
• Performs other incidental and related duties as required and assigned.

Conhecimentos

Communication

Problem Solving

Time Management

Customer Focus

Teamwork

Technical Capacity

Formação

High School Diploma or equivalent

CISR designation

Bachelor degree in business or related field

Ferramentas

Microsoft Office Suite

Descrição da vaga

The underwriting customer service representative is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of company products and programs as well as communicating effectively with team members within the customer service department.ESSENTIAL DUTIES AND RESPONSIBILITIESServices agents and customer payments via phoneManual ratingReview and provide instructions for processing of items flagged for Underwriter I levelCalls agents for questions and clarification on policiesSend memos via Connect to agents for current informationProcesses responses to memos for additional information identified as Underwriter I levelReview applications for edits flagged as Underwriter I level reviewReview and process Underwriting Loss Reports identified as Underwriter I level reviewReview and process Claim Set Up Reports identified as Underwriter I level reviewReview application of prior company experience historyPerforms other incidental and related duties as required and assignedKEY COMPETENCIESCommunication Proficiency – Verbal and Written. Problem Solving/Analysis. Time Management. Customer/Client Focus. Teamwork Orientation. Technical CapacitySUPERVISORY RESPONSIBILITIESThis position does not require any supervisory responsibilitiesMINIMUM EDUCATION, SKILLS, AND REQUIREMENTSHigh School Diploma or equivalent2 years’ experience as an underwriter or 5 years of underwriting customer service experienceFamiliar with standard concepts, practices and procedures within underwriting fieldProficient with Microsoft Office SuiteDetail oriented; strong analytical skills and excellent communication and interpersonal skillsSets a high standard for responsiveness and commitment to meet the needs of agents andcustomers.Build strong relationships with agentsAbility to work scheduled hoursPREFERRED EDUCATION AND EXPERIENCECISR designationBachelor degree in business, marketing, or other related fieldBilingualPHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee tosuccessfully perform the essential functions of this job. While performing the duties of this job, theemployee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools orcontrols; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; andtaste or smell. The employee must occasionally lift or move up to 25 pounds. Specific vision abilitiesrequired by the job include close vision, distance vision, color vision, peripheral vision, depth perceptionand the ability to adjust focus.Reasonable accommodations may be made to enable individuals with disabilities to perform the essentialfunctions.WORK ENVIRONMENTThis job operates in a professional office environment. This role routinely uses standard office equipmentsuch as computers, phones, photocopiers, filing cabinets, and fax machines.SPECIAL REQUIREMENTSSubject to a criminal background check prior to employment.NOTE: The above statements are intended to describe the general nature and level of work beingperformed by the person assigned to this job. They are not intended to be an exhaustive list of allresponsibilities, duties, skills and physical demands required of personnel so classified