Underwriting Operations Associate I

Reliance Matrix; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading insurance company is seeking an Operations Associate for underwriting and sales support in New York. The role involves financial quoting, managing proposals, and ensuring compliance with regulatory requirements. Ideal candidates are organized, possess strong communication skills, and excel in a fast-paced environment. This entry-level position offers opportunities for career growth and development within the company.

Qualifications

• 1+ year employee benefits or related experience preferred.
• Ability to pass Excel testing is required.
• Strong written and oral communication skills required.

Responsibilities

• Perform underwriting and sales support duties for renewal packages.
• Track and report activity for assigned renewal block.
• Coordinate the Renewal Administration Process with focus on accuracy.

Skills

Communication

Organization

Project Management

Mathematical Skills

Education

High School diploma or equivalent

Associates or Bachelor’s Degree

Tools

Excel

Word

Salesforce

Teams

Outlook

Job description

3 days ago Be among the first 25 applicants

Performs a variety of underwriting and sales support duties which may include: Developing and delivering timely and accurate new business financial quotes and related proposal documentation. Supporting both Sales and Underwriting functions for inforce policy related communication, and renewal preparation. Responsible for tracking and reporting on all activity for the renewal block assigned, ensuring renewal packages and notifications are delivered within state regulatory requirements and RSL's established guidelines. Rating/Quoting Pre-Sale Support: Perform assigned tasks related to all aspects of pre-sale and new business rating/quoting. Rate and propose all assigned “request for proposals” (RFP’s) to include but not limited to life, disability, voluntary products, dental and vision RFP’s. Utilize Teams, Outlook, Word and Excel. Process “Decline to Quotes” (DTQ’s) and “Clear to Quotes” (CTQ’s) requests. Make corrections/revisions (rerate) as required. Desk manage to meet all RFP turnaround times. Meet set productivity and accuracy goals. Update Quote tracking system (Salesforce) with all required RFP information. Provide back-up coverage for other team members. Assist with rating, proposing for other regions as needed. Attend all scheduled, required training courses. Work with mentor, supervisor, and manager to gain independence in job responsibilities. Renewal and Inforce Case Level Support: Ensures that workflows, procedures, and best practices are followed to improve accuracy and efficiency, meeting departmental expectations. Coordinates the Renewal Administration Process from start to finish for assigned RSOs, with emphasis on both timeliness and accuracy. Reviews and approves Rate Increase Compensation requests. Handles correspondence with agents, field offices, brokers and policyholders. Any other job-related duty as deemed appropriate by management. Required Knowledge, Skills, Abilities and/or Related Experience: High School diploma or equivalent required. Associates and/or Bachelor’s Degree highly preferred. One year employee benefits (or related) experience preferred. Must be able to pass Excel testing. Strong basic mathematical skills are required. Strong written and oral communication skills required. Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required. Superior organization and project management skills are required. Expertise in managing and creating Excel Spreadsheets. Proficient computer skills required, including Word, Excel, Windows, Outlook and Teams. Ability to develop proficiency regarding required RSL products, systems and processes related to the effective delivery of new business proposals. A deadline/results orientation and extraordinary attention to detail. Basic customer service experience. Ability to Travel: None.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Insurance

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