What does an Underwriting Assistant do

Practical Adult Insights; United States; On-site; USD 32,000 - 52,000; Full time

Job summary

Practical Adult Insights in the United States is seeking an administrative professional to support clerical tasks, file paperwork, and assist in preparing binding and legal documents such as insurance policies and mortgage loans.

You will maintain documentation, coordinate records, and handle client communications, with travel to customer sites as required. This role emphasizes accuracy and compliance with current policies, and effective use of paperwork management systems.

Responsibilities

• Process and file paperwork, perform clerical duties, and assist in preparing binding and legal documents such as insurance policies and mortgage loans.
• Maintain and update documentation, including client communications, records tracking, and specification changes.
• Control and coordinate the filing of documentation related to policies and other legal records.
• Follow up with customers to ensure accurate records and field general questions about written and electronic forms, procedures, and practices.
• Conduct Internet research, run reports about sales, account management, and operations information, and file documentation with technology such as a computer or handheld device.
• Utilize a computer tracking system to maintain documentation control and, if needed, train others in how to use the system.
• Review, understand, and communicate current policies and laws; record, store, and forward information for government agencies, internal departments, and outside entities.
• Travel to customer sites as required, working with computers and managing paperwork.
• Previous experience may be required to meet job goals.

Job description

Responsibilities

• Process and file paperwork, perform clerical duties, and assist in preparing binding and legal documents such as insurance policies and mortgage loans.
• Maintain and update documentation, including client communications, records tracking, and specification changes.
• Control and coordinate the filing of documentation related to policies and other legal records.
• Follow up with customers to ensure accurate records and field general questions about written and electronic forms, procedures, and practices.
• Conduct Internet research, run reports about sales, account management, and operations information, and file documentation with technology such as a computer or handheld device.
• Utilize a computer tracking system to maintain documentation control and, if needed, train others in how to use the system.
• Review, understand, and communicate current policies and laws; record, store, and forward information for government agencies, internal departments, and outside entities.
• Travel to customer sites as required, working with computers and managing paperwork.

Previous experience may be required to meet job goals.