Underwriting Assistant

Jobtailor; California (MO); On-site; USD 40,000 - 65,000; Full time

Job summary

Jobtailor seeks an organized Underwriting Administrative Assistant to support the underwriting team with data processing and document handling. You will gather documentation, enter information into systems, and manage workflows to keep policy processing efficient.

You are the first point of contact for client inquiries during the account life cycle. You will ensure files are prepared, provide correspondence on behalf of underwriters, and assist with policy issuance and endorsements within

Qualifications

• Bachelor's Degree in a business-related field preferred.
• Working knowledge of Insurance terminology.
• Typing proficiency (35 wpm minimum).
• Excellent written, verbal and client-facing communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to follow policies and procedures.
• Self-motivated with strong attention to detail.
• Travel may be required up to 10% of the time.
• Must be able to remain in a stationary position 50% of the time, with occasional movement in the office to access cabinets and equipment.

Responsibilities

• Support the Underwriting department and underwriters with administrative and data processing tasks
• Gather documentation and enter information into systems
• Manage workflows and help ensure policy processing efficiency
• Serve as the first point of contact for customer inquiries during the account life cycle
• Clear and set up electronic files, including filing, and prequalify risks per underwriting guidelines
• Generate, edit, and send correspondence on behalf of Underwriters
• Respond to client phone calls and emails
• Review and issue policies within authority level
• Review and approve tasks within authority level
• Order, review, and follow up on inspections
• Follow up for carrier subjectivities
• Issue notices and handle mailings
• Issue endorsements and cancellations/reinstatements according to underwriting guidelines and required timeframes
• Perform other related clerical and administrative duties as assigned

Skills

Bachelors in Business

Insurance Terminology

MS Office Proficiency

Typing Proficiency

Communication Skills

Travel Flexibility

Education

Bachelor's Degree in Business-Related Field

Tools

Microsoft Office Suite

Job description

• Support the Underwriting department and underwriters with administrative and data processing tasks


• Gather documentation and enter information into systems


• Manage workflows and help ensure policy processing efficiency


• Serve as the first point of contact for customer inquiries during the account life cycle


• Clear and set up electronic files, including filing, and prequalify risks per underwriting guidelines


• Generate, edit, and send correspondence on behalf of Underwriters


• Respond to client phone calls and emails


• Review and issue policies within authority level


• Review and approve tasks within authority level


• Order, review, and follow up on inspections


• Follow up for carrier subjectivities


• Issue notices and handle mailings


• Issue endorsements and cancellations/reinstatements according to underwriting guidelines and required timeframes


• Perform other related clerical and administrative duties as assigned

Requirements

• Bachelor's Degree in a business-related field (i.e., Business, Economics, Finance, Accounting, Statistics, etc.) preferred


• Working knowledge of Insurance terminology


• Typing proficiency (35 wpm minimum)


• Excellent written, verbal and client-facing communication skills


• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)


• Ability to follow policies and procedures


• Self-motivated with strong attention to detail


• Travel may be required up to 10% of the time


• Must be able to remain in a stationary position 50% of the time, with occasional movement in the office to access cabinets and equipment

Core Competencies

Demonstrates proficiency in administrative support and data processing within the Underwriting department, ensuring efficient policy management and effective communication with clients. Possesses a strong understanding of insurance terminology and the ability to follow established guidelines and procedures.

Highest-signal resume keywords

• Bachelor's Degree in Business-Related Field


• Insurance Terminology Knowledge


• Microsoft Office Suite Proficiency


• Typing Proficiency (35 WPM Minimum)


• Excellent Written and Verbal Communication Skills

Soft Skills

• Attention to Detail


• Self-Motivated

Industry Keywords

• Underwriting


• Policy Processing


• Client Inquiries


• Administrative Duties


• Workflows Management