Underwriting Assistant

Jobtailor; Ephrata (WA); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor is seeking an Insurance Underwriting Assistant in Washington state to support underwriting staff with existing and new pool/program business. You will organize information, open and maintain files in Origami, and issue Certificates of Coverage as requested.

The role requires a high school diploma and the ability to obtain a Washington State Property & Casualty Insurance Producers License within 12 months.

Qualifications

• High school diploma is required.
• Must obtain Washington State Property & Casualty Insurance Producers License within 12 months (training provided).
• Preferred math skills such as basic accounting or business math.
• Prior insurance experience or relevant college degree is acceptable.

Responsibilities

• Supports underwriting staff in tasks for existing and new insurance pool/program business.
• Assist underwriter in managing accounts and organizing information per Letter of Authority.
• Open and maintain hard files and Origami agency files.
• Prepare and issue Certificates of Coverage as requested.
• Process new applications, enter exposure information, and maintain files.
• Record documents into Origami and assist with binding new accounts.
• Assist with closing files and processing endorsements.
• Process renewal applications and renewal binding documents.
• Crosstrain and assist others with projects as needed.
• Perform general office duties including phones, mail, scans, and supplies.

Skills

Math skills

Organizational skills

Education

High school diploma

Washington State Property & Casualty Insurance Producers License

Job description

Responsibilities

• Supports underwriting staff in all associated tasks for existing and new insurance pool/program business as delegated.
• Assist the underwriter in managing new and existing accounts and organizing information according to Letter of Authority, if applicable.
• Open and maintain hard files and files in the agency management system (Origami).
• Prepare and issue Certificates of Coverage as requested.
• Process new applications, organize information received, enter exposure information and notes into database, and maintain files.
• Record Documents (emails, faxes, mail, etc.) into the agency management system (Origami).
• Assist in binding new accounts.
• Assist with closing files.
• Process and issue endorsements.
• Process renewal applications, data, and renewal binding documents.
• Crosstrain and assist other employees with projects or tasks when needed.
• Assist with other general office duties, including answering phones, processing mail, scanning, photocopying, filing, shipping, and ordering supplies.

Requirements

• Required High school diploma.
• Obtain a Washington State Property & Casualty Insurance Producers License within 12 months (courses and testing provided by Company).
• Preferred Math skills such as Business Math or basic accounting functions.
• Prior insurance experience or college degree.

Certifications & Qualifications

• Washington State Property & Casualty Insurance Producers License