Underwriting Administrator

Word & Brown Companies; Orange (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Word & Brown Companies in Orange, CA seeks a detail-oriented administrative specialist to manage and complete case implementations within underwriting turnaround times. You will handle data entry for group cases, submit new business to carriers, and communicate status to brokers and sales, with responsibility for filing and report maintenance.

On-site presence and strong Excel skills are essential. This fast-paced role supports the underwriting team and Finance, requires accuracy, reliability,

Qualifications

• High School diploma required; college preferred.
• Strong data entry and clerical skills.
• Experience in insurance industry preferred.
• Excellent English communication and grammar.

Responsibilities

• Accurately enter and maintain all group case data.
• Log and distribute checks to underwriters promptly.
• Submit new business groups to carriers and audit approvals.
• Follow up on carrier rates, declines, and approvals.
• Communicate group status to brokers and sales.
• File cases and prepare for off-site storage.
• Maintain Excel reports and assist with training.

Skills

Customer service

Attention to detail

Time management

Communication

Team oriented

Education

High School diploma

College preferred

Tools

Excel

Outlook

Word

Job description

Purpose of Position:Manage and complete case implementation (pre- and post- underwriting) within same-day turnaround time. Maintain reports for Underwriters and Directors.Essential Functions:Responsible for accurate and detailed data entry of information for group cases, including all employee and plan informationReceive, log and distribute checks to Underwriters with care and urgency. Overnight physical checks to carrier partners, verifying address for accuracy once the underwriting process has been completedSubmit New Business groups to carriers on behalf of the Underwriter, deliver Additional Carrier Requirements, if any, and audit Approvals for accuracy before delivering Approval to broker and salesResponsible for following up with carriers regarding rates, declines, and approvals. Communicate with brokers and sales on status of groups, including group changes and corrections during the first 30 days after approvalFiling of cases in-house until they have been prepared for off-site storage and ordering of departmental suppliesAssist Finance Department with investigating sold quote discrepanciesManage various reports in Excel, including “Average Carrier Turn Around Time”, Late Lists as requested by Carriers and YoY Reports. Audit partner reports for AccuracyAssist with training new employees in person or webinarAssist Director of Underwriting as necessaryOn-site regular attendance and punctuality are essential functions of the job.Performs other business tasks or functions as assigned.Knowledge, Skills, & Abilities:Proficiency in Excel, Outlook, and Word as well as basic computer navigationExcellent customer service, including verbal communication skillsExcellent grammar and spelling, detail-oriented, strong organization and time management skills. Ability to prioritize and multi-taskTeam orientedMust be able to work and achieve goals with minimum supervision in a fast paced environmentPrior insurance industry experience preferredEducational Requirements:High School graduate.College preferredPhysical Requirements:Normal speech, hearing, and visionMust be able to stand for 2 hours, have normal mobility, and be able to sit for an extended periods of time and occasional standing and walkingMust be able to communicate effectively in EnglishAbility to life up to 10 pounds occasionally.