Underwriting Administrator (4487)

Word & Brown Companies; Orange (CA); On-site; USD 29,000 - 34,000; Full time

Job summary

Paycom - ATS in Orange, CA is seeking a Seasonal Data Entry and Underwriting Support role to manage and complete case implementation with same-day turnaround, and to maintain reports for Underwriters and Directors.

Qualified applicants will be proficient in Excel, Outlook and Word, with strong customer service, grammar, attention to detail, and time management. A high school diploma is required and college is preferred; insurance industry experience is a plus. On-site attendance is essential.

Qualifications

• Proficiency in Excel, Outlook, and Word; basic computer navigation.
• Excellent customer service with strong verbal communication.
• Excellent grammar, detail-oriented, organized and good time management.
• Team oriented and able to work with minimal supervision in a fast-paced environment.
• Prior insurance industry experience preferred.

Responsibilities

• Accurate data entry of group case information including employee and plan data.
• Receive, log and distribute checks to Underwriters; overnight checks to carriers.
• Submit New Business groups to carriers and audit approvals for accuracy.
• Follow up with carriers on rates, declines, and approvals; update brokers and sales.
• File cases and prepare for off-site storage; order supplies.
• Assist Finance with investigating sold quote discrepancies.
• Manage reports in Excel: turnaround time, late lists, YoY reports.
• Train new employees in person or via webinar.
• Assist Director of Underwriting as needed.
• On-site attendance and punctuality required.
• Perform other tasks as assigned.

Skills

Excel

Outlook

Word

Customer service

Communication skills

Grammar

Attention to detail

Time management

Team oriented

Self supervision

Education

High School graduate

College preferred

Job description

Job Details:

Job Location: Orange, CA 92868, Position Type: Seasonal, Salary Range: $21.00 - $25.00 Hourly, 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 information
• Receive, 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 completed
• Submit 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 sales
• Responsible 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 approval
• Filing of cases in-house until they have been prepared for off-site storage and ordering of departmental supplies
• Assist Finance Department with investigating sold quote discrepancies
• Manage various reports in Excel, including "Average Carrier Turn Around Time", Late Lists as requested by Carriers and YoY Reports. Audit partner reports for Accuracy
• Assist with training new employees in person or webinar
• Assist Director of Underwriting as necessary
• On-site regular attendance and punctuality are essential functions of the job.
• Performs other business tasks or functions as assigned.

Qualifications: Knowledge, Skills, & Abilities:

• Proficiency in Excel, Outlook, and Word as well as basic computer navigation
• Excellent customer service, including verbal communication skills
• Excellent grammar and spelling, detail-oriented, strong organization and time management skills. Ability to prioritize and multi-task
• Team oriented
• Must be able to work and achieve goals with minimum supervision in a fast paced environment
• Prior insurance industry experience preferred

Educational Requirements:

• High School graduate.
• College preferred

Physical Requirements:

• Normal speech, hearing, and vision
• Must 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 walking
• Must be able to communicate effectively in English
• Ability to life up to 10 pounds occasionally.