About the job:
Sr. Underwriting Assistant
We will count on you to:
- Service a book of business through the full policy lifecycle within service standards
- Build relationships with agency partners and sales representatives to improve risk classification, bind ratios, and sales volume
- Gain an understanding of agency management, product distribution, and claims procedures that enhance growth and underwriting profit
- Create and maintain procedures
- Professionally communicate with producers via phone, email, and chat regarding underwriting questions, policy servicing, and billing questions
- Mentor and train less experienced team members
- Work cross-functionally with Compliance, Claims, Product, Underwriting and other business units to develop process improvements and product enhancements
- Provide input and feedback to leadership for continuous process improvement.
- Fill in for other team members to ensure business continuity during peak periods and/or when team members are unavailable.
- What you need to have:
- High attention to detail, creativity, intellectual curiosity, a desire to communicate, and strong time management skillsExcellent customer service and communication skills 1-3 years work experience. Bachelors degree preferred but not required.
Technical Skills:- Proficiency in MS Office (Excel, Word, PowerPoint, Outlook, MS Teams)
- High attention to detail, creativity, intellectual curiosity, a desire to communicate, and strong time management skillsExcellent customer service and communication skills
- What makes you stand out?3+ years of insurance or closely related office experience.
- Successful completion of insurance and/or financial designations.
- Experience using third-party data
Must Have:
High attention to detail, creativity, intellectual curiosity, a desire to communicate, and strong time management skillsExcellent customer service and communication skills 1-3 years work experience. Bachelors degree preferred but not required.
Technical Skills:
Proficiency in MS Office (Excel, Word, PowerPoint, Outlook, MS Teams) High attention to detail, creativity, intellectual curiosity, a desire to communicate, and strong time management skillsExcellent customer service and communication skills
Nice to Have:
3+ years of insurance or closely related office experience.
Successful completion of insurance and/or financial designations.
Experience using third-party cata
Additional Information:- Training period 5 days a week until fully trained
- Processing and customer service role
- Comfortable with emails, phone
- Working on small commercial website team
- Entry level associate
- Final look prior to issuing policies
- Cancel, reinstate, amend a policy6 individuals on the team
- Primarily transactional and once qualified more customer service
