Underwriting Assistant

November 4

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Trean Insurance Group

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Insurance • Reinsurance • Workers' Compensation

51 - 200

💰 $50M Post-IPO Debt on 2022-08

Description

• The Underwriting Assistant reports to the Assistant Underwriting Manager • Provides support to the underwriting staff • Performs other clerical duties in the department. • Assists in the pre-underwriting process to allow the Underwriter to make an informed decision in a timely manner. • Review worker’s compensation applications, obtaining missing information as needed. • Sets up submissions in Policy Administration System and complete basic information on the Risk Analysis Worksheet. • Maintains strong attention to detail and assigns submissions to the proper underwriter. • Email policies to agents and welcome kits to policyholders. • Process policy renewals, loss runs, and experience mod worksheet requests. • Handles inquiries and requests from both agents and policyholders. • Issues policy endorsements, cancellation, and reinstatement notices as needed. • Binds and issues policies in Policy Administration system. • Performs other duties and projects as assigned. • Must maintain a consistent presence in the office.

Requirements

• 3-5 years administrative experience • Underwriting and insurance experience strongly desired • Microsoft applications • Demonstrates accuracy, attention to detail and thoroughness. • Works effectively in a fast-paced environment while providing a high level of customer service. • Consistently at work and on time. • Follows instructions and responds to management direction. • Ability to meet designated deadlines and reach goals. • Ability to work independently on assigned tasks as well as accept direction on given assignments. • Ability to multi-task; strong organizational skills. • Demonstrates excellent verbal and written communication skills. • Ability to solve practical problems and to interpret a variety of instructions furnished in written, oral, or diagram form. • Treats records and documents of a sensitive and confidential nature with care. • Strong administrative skills required, along with the ability to exercise discretion and judgment.