Underwriting Spt Specialist II

AF Group; Westerville (OH); On-site; USD 39,000 - 66,000; Full time

Job summary

AF Group is seeking an Underwriting Support Specialist II to perform a variety of underwriting support tasks and act as a liaison with agents and internal stakeholders. You will help ensure proper file documentation and policy issuance, and handle requests within your authority.

Key duties include processing bind requests, endorsements, and diary management, rating accounts, and preparing findings from inspections. The role rewards accuracy, teamwork and initiative in a fast-paced environment.

Qualifications

• High school diploma or GED required; insurance coursework desirable.
• Minimum 2 years of commercial casualty underwriting support experience.
• Familiarity with underwriting processes and bureau knowledge is a plus.

Responsibilities

• Perform underwriting support tasks within authority for new/renewal business.
• Review and follow up on bind requests for completeness.
• Convert bind requests into policy typing packets for issuance.
• Manage diaries and follow-ups for accounts.
• Process endorsements and rate accounts as needed.
• Review inspections and prepare findings for underwriters.
• Refer risks beyond delegated authority to the underwriter.
• Serve as first contact for agents on policy maintenance items.
• Other duties as assigned by supervising underwriter.

Skills

Communication

Customer service

Team work

Attention to detail

Data entry

Time management

Problem solving

Excel

Organizational skills

Education

High school diploma or GED

Tools

Microsoft Excel

Insurance systems

Job description

SUMMARY

The Underwriting Support Specialist II performs a variety of underwriting support tasks to ensure proper file documentation and policy issuance. Point of contact with agents and internal stakeholders.

RESPONSIBILITIES/TASKS

• Performs underwriting tasks as determined by supervising underwriting, within letter of authority, including new/renewal business screening, renewal and endorsement underwriting, referring exceptions to the supervising underwriter
• Review bind requests for completeness, follow-up on missing items, and work with underwriter to ensure all documentation and information is complete and acceptable.
• Convert bind requests into policy typing packets so that policies can be typed and issued.
• Manage diaries and follow-ups for information on accounts.
• Process endorsements.
• Rate new and renewal accounts as required.
• Review all inspections and prepare findings for underwriters.
• Refer individual risks to underwriter that are beyond delegated authority.
• Often the first point of contact for agents, this position is responsible for communicating directly with our agents on policy maintenance items.
• Other duties as requested by supervising underwriter.
• This position description identifies the responsibilities and tasks typically associated with the performance of the position.
• Other relevant essential functions may be required.

EMPLOYMENT QUALIFICATIONS

EDUCATION

High school diploma or G.E.D required. Additional college and/or insurance related course study desirable.

EXPERIENCE

Minimum of 2 years commercial casualty underwriting support experience preferably in a multi-state environment.

SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED

• Excellent verbal and written communication and computer skills required
• Strong customer and team-oriented work experience and ethic
• Familiarity with commercial insurance bureau and underwriting processes
• Ability to work effectively independently and as a team is essential
• Accurate math and data entry skills required
• Ability to organize daily work responsibilities and meet deadlines
• Ability to take initiative and recommend changes to improve operational performance
• Knowledge of computers and company standard software programs, with intermediate knowledge of Excel
• Excellent customer service skills are essential
• Effective problem solving and attention to detail skills are essential

WORKING CONDITIONS

Work is performed in an office setting with no unusual hazards.

PAY RANGE

"Actual compensation decision relies on the consideration of internal equity, candidate's skills and professional experience, geographic location, market and other potential factors. It is not standard practice for an offer to be at or near the top of the range, and therefore a reasonable estimate for this role is between $39,100 and $65,600."

We are an Equal Opportunity Employer. We will not tolerate discrimination or harassment in any form. Candidates for the position stated above are hired on an "at will" basis. Nothing herein is intended to create a contract.