Underwriting/Operations Assistant – Contract

Jobtailor; Arizona; On-site; USD 40,000 - 65,000; Full time

Job summary

Jobtailor in the United States (Arizona) seeks an insurance operations assistant to manage agency/producer data, answer calls from agents and underwriters, and assist with licensing and compliance projects.

The role involves handling policy documents, email requests, and data reformatting, while maintaining electronic underwriting files and providing operations support to product lines.

Qualifications

• High school diploma or equivalent; Associates degree preferred.
• 2+ years related experience or equivalent.
• Direct commercial Insurance experience preferred.
• Ability to follow operations procedures and meet deadlines with minimal error.
• Strong organizational and communication skills.
• Ability to work in a team environment.
• Proficient with Windows and Microsoft Office.

Responsibilities

• Maintain agency and producer information in portal system.
• Provide telephone support for incoming calls from agents, customers and underwriters.
• Assist corporate compliance/producer licensing with agent licensing issues and special projects.
• Monitor and process email requests from the department email queue.
• Create policy documents representing insurance transactions bound by the underwriter.
• Ensure policy issuance complies with regulatory requirements.
• Order loss runs as requested.
• Maintain electronic underwriting files.
• Assist with special projects and other duties as needed.
• Re-format data for import into the front-end system as necessary.
• Provide basic operational support for product-line underwriters.

Skills

Communication skills

Team collaboration

Organizational skills

Prioritization

Project management

Education

High school diploma

Associates degree preferred

Tools

Windows

Microsoft Teams

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

• Maintain agency and producer information in portal system
• Provide telephone support for incoming calls from agents, customers and underwriters
• Assist corporate compliance/producer licensing with agent licensing issues and special projects
• Monitor and process email requests from the department email queue
• Create policy documents representing insurance transactions bound by the underwriter
• Ensure policy issuance complies with regulatory requirements
• Order loss runs as requested
• Maintain electronic underwriting files
• Assist with special projects and other duties as needed
• Re-format data for import into the front-end system as necessary
• Provide basic operational support for product-line underwriters

Requirements

• Typically requires a high school diploma; Associates degree preferred
• 2+ years of related experience for consideration
• Equivalent level of education and experience accepted
• Direct commercial Insurance experience preferred
• Ability to follow operations procedures as outlined by the Operations Manager
• Ability to meet processing deadlines with minimal error
• Ability to manage a variety of projects, both long- and short-term simultaneously
• Strong organizational, prioritization and communication skills
• Ability to work in a team environment
• Intermediate to proficient with Windows and Microsoft Office (Teams, Excel, Outlook and Word)

Core Competencies

Demonstrates expertise in managing agency and producer information, ensuring compliance with regulatory requirements, and providing operational support in the insurance sector. Proficient in handling licensing issues and maintaining accurate documentation while effectively communicating with agents and underwriters.

Highest-signal resume keywords

• Commercial Insurance Experience
• Regulatory Compliance
• Project Management
• Microsoft Office Proficiency
• Organizational Skills

Hard Skills

• Policy Document Creation
• Data Re-formatting
• Email Request Processing
• Electronic Underwriting File Maintenance
• Loss Run Ordering

Soft Skills

• Strong Communication Skills
• Team Collaboration
• Organizational Skills
• Prioritization Skills

Industry Keywords

• Agent Licensing
• Insurance Transactions
• Operations Procedures
• Compliance
• Underwriting

Tools & Technologies

• Windows
• Microsoft Teams
• Microsoft Excel
• Microsoft Outlook
• Microsoft Word