Insurance Underwriting Assistant - Personal Lines
September 16
Description
• Answer phone to assist underwriting with agent inquiries • Prepare accurate quotes as requested by underwriter(s) for delivery to agents • Assure that electronic files are maintained and completed per company guidelines (naming, savings, separating, sorting) • Prepare binding documentation, separate, sort and save accurately distributing to intermediary or uploading to carriers • Obtain and provide all subjectives to carrier underwriters with bind requests on brokered business • Prepare, and issue/review policies, endorsements, audits, or cancellations as directed • Prepare premium finance contracts for delivery to agents with proposals
Requirements
• 1-2 years of insurance underwriting/producer assistance experience • Prior customer service experience/training • Ability to effectively communicate via phone, email, and portal interactions • Proficient in Microsoft Office 365 suite
Benefits
• medical, dental, vision, disability, and life insurance • retirement savings • paid time off and paid holidays
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