Underwriting Sr Analyst, Employee Benefits-Insurance Advisory Solutions

Vibrant-USA; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a detail-oriented Underwriting Sr Analyst to join their dynamic team. In this role, you will be responsible for data entry, documentation review, and providing exceptional service to underwriters and brokers. The firm prides itself on its award-winning culture and holistic approach to insurance and risk management, offering you the opportunity to make a significant impact in a supportive environment. If you are passionate about providing top-notch service and have a knack for organization, this is the perfect role for you to thrive and grow your career.

Qualifications

• Proficient in data entry and management systems.
• Experience in customer service and documentation review.

Responsibilities

• Import and enter data into the Agency Management System.
• Review documentation and maintain policies.
• Train and mentor new Underwriting Analysts.

Skills

Data Entry

Customer Service

Documentation Review

Policy Generation

Mentoring

Education

Bachelor's Degree in Business or related field

Tools

Agency Management System

Job description

Underwriting Sr Analyst, Employee Benefits-Insurance Advisory Solutions

Apply locations Remote US
time type Full time
posted on Posted 2 Days Ago
job requisition id JR106888

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

This position is responsible for data entry of accounts into the agency management system, binding of coverage and sending policies and endorsements to brokers. Provides prompt and courteous service to underwriters, brokers, coworkers, and management, and necessary support to the overall production and objectives of the department.

PRIMARY RESPONSIBILITIES:

1. Data importing and data entry of accounts into Agency Management System.
2. Documentation review to ensure risk meets outlined requirements.
3. Documentation maintenance and policy generation.
4. 1st level customer and broker correspondence.
5. Processing of endorsements and any legal notices.
6. Binding policies as directed within Agency Management Systems.
7. Provides training and acts as mentor to new Underwriting Analysts.
8. Handles escalated or more complex tasks building on Underwriting Analyst skills.
9. Assists with Loss History reports, invoicing, and importing when needed.

IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Click here for some insight into our culture!

About Us

The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.

At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business, or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.