Underwriting Administrator

Paycom - ATS; Orange (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

Paycom - ATS in California is seeking an Underwriting Support Specialist to manage and complete case implementation, ensuring quick turnarounds and accurate information for underwriters and directors.

You will handle checks to underwriters, submit new business groups to carriers, and audit approvals, while coordinating with brokers and sales during the first 30 days after approval. Proficiency in Excel/Outlook/Word and strong organizational skills are essential.

Qualifications

• Proficiency in Excel, Outlook, and Word.
• Excellent customer service and communication skills.
• Detail-oriented with strong organizational abilities.
• Ability to multi-task in a fast-paced environment.
• Basic data entry and reporting abilities.

Responsibilities

• Enter data accurately for group cases, including employee and plan information.
• Receive, log and distribute checks to Underwriters with care and urgency.
• Submit New Business groups to carriers and audit approvals.
• Follow up with carriers regarding rates, declines, and approvals.
• Communicate with brokers and sales on group status during first 30 days after approval.
• Filing of cases in-house until ready for off-site storage.
• Assist Finance with investigating sold quote discrepancies.
• Manage Excel reports such as Average Carrier Turn Around Time.
• Assist with training new employees.
• Attend on-site and maintain punctuality.
• Perform other tasks as assigned.

Skills

Excel

Outlook

Word

Data entry

Customer service

Verbal communication

Attention to detail

Time management

Organization

Team player

Education

High School diploma

College preferred

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.