Underwriting Assistant

Ophthalmic Mutual Insurance Company; San Francisco (CA); On-site; USD 52,000 - 75,000; Full time

Job summary

Ophthalmic Mutual Insurance Company in San Francisco seeks an organized Administrative Clerk to support underwriters with clerical, technical, and customer service tasks.

The role handles routine inquiries, renewals, data entry into the data processing system, and endorsement processing in OASIS/ISIS, ensuring accuracy and responsiveness.

Qualifications

• College degree preferred.
• 2-5 years in an administrative capacity.
• Familiarity with IBM PC and Microsoft Office software and ImageRight.

Responsibilities

• Respond to routine inquiries from phone, fax, mail, e-mail, and Internet from prospective and current insureds.
• Assist in renewal process.
• Enter application data for new applications into data processing system.
• Review of certain applications.
• Increase retention of existing insureds by contacting those who are in danger of being cancelled for non-payment and those who are considering cancellation to resolve outstanding issues.
• Add ancillary staff into database and send out appropriate documentation.
• Generate and send certificates of insurance and claims verification. Research required identifying information, sorting certificate forms, and mailing completed certificates.
• Process various policy endorsements in the core system (OASIS/ISIS)
• Prepare cover letters for policy endorsements such as Risk Management discount additions, ancillary staff additions, cancel/transfers, cancel/tail offer letters, follow up renewal applications letters, 60 day notice of cancellation for non-AAO memberships, etc.
• Review applications assigned by Manager.
• Obtain updated membership lists for special groups/networks.
• Serves as a backup to Underwriting Clerk.
• Special projects as assigned.

Skills

Detail oriented

MS Word

MS Excel

Phone professionalism

Grammar and spelling

Independent and team work

Education

College degree

Tools

ImageRight

Microsoft Office

IBM PC familiarity

Job description

Job Summary:

Responsible for assisting the Underwriters in effectively handling its clerical, technical, and customer support functions.

Responsibilities:

• Respond to routine inquiries from phone, fax, mail, e-mail, and Internet from prospective and current insureds.
• Assist in renewal process.
• Enter application data for new applications into data processing system.
• Review of certain applications.
• Increase retention of existing insureds by contacting those who are in danger of being cancelled for non-payment and those who are considering cancellation to resolve outstanding issues.
• Add ancillary staff into database and send out appropriate documentation.
• Generate and send certificates of insurance and claims verification. Research required identifying information, sorting certificate forms, and mailing completed certificates.
• Process various policy endorsements in the core system (OASIS/ISIS)
• Prepare cover letters for policy endorsements such as Risk Management discount additions, ancillary staff additions, cancel/transfers, cancel/tail offer letters, follow up renewal applications letters, 60 day notice of cancellation for non-AAO memberships, etc.
• Review applications assigned by Manager.
• Obtain updated membership lists for special groups/networks.
• Serves as a backup to Underwriting Clerk.
• Special projects as assigned.

Education & Experience:

• College degree preferred
• 2-5 years in an administrative capacity

Required Aptitudes and Skills:

• Very attentive to detail
• Computer literate and competent on Microsoft Word and Excel
• Familiarity with IBM PC and Microsoft Office software and ImageRight
• Professional phone skills
• Excellent in grammar, punctuation and spelling
• Ability to work well independently and as part of a team

Physical Requirements

The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

While performing the duties of this job, the employee is regularly required to speak, hear, and must be able to use hands and fingers to manipulate equipment including computers and telephones. Specific vision abilities required by this job include close vision. The employee frequently is required to sit or stand for long periods of time and reach with hands and arms. The employee may occasionally lift and/or move up to 10 pounds.

This job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.