JOB DESCRIPTION

TITLE: ASSISTANT UNDERWRITER

CLASSIFICATION: NON-EXEMPT

REPORTS TO:UNDERWRITING OPERATIONS SUPERVISOR

ROLE OVERVIEW:

The Assistant Underwriteris responsible for supporting the underwriting department functions through customer service and processing of underwriting files. The primary role of the Assistant Underwriteris to organize and process all quotes, binds, policy endorsements, renewals, and routine mail in accordance with the company’s guidelines. Equally important, the AssistantUnderwriteris to provide customer service to incoming callers and communicate as needed with agents to obtain additional information on files.

RESPONSIBILITIES:

  • Provide excellent customer service by answering phones within three rings.
  • Handle phone and email requests/inquiries in a quick, professional, and courteous manner.
  • Organize and process all policy endorsements and incoming and outgoing mail.
  • Quote new business, issue policies, and process renewals in accordance with Underwriter and Company specifications.
  • Achieve a working knowledge of the company’s new business selection philosophy.
  • Maintain a current diary system for all follow-up items.

KEY ACCOUNTABILITIES:MEASUREMENT:

  • Decision making and problem solving
/ Demonstrates an accurate comprehension and knowledge of the underwriting department’s processing procedures and deadlines.
  • Quality and quantity of work, timeliness
/ Produces accurate work with minimal mistakes. Understands and achieves productivity requirements. Demonstrates a sense of urgency and consistently meets processing deadlines.
  • Planning and organization
/ Maintains an organized approach to managing the multiple tasks of a high volume desk. Plans ahead for peak workload times.
  • Initiative and dependability
/ Seeks consultation and/or approval from senior staff members when required.
  • Communication
/ Demonstrates excellent verbal, written, and listening skills.
  • Exhibits teamwork and cooperation
/ Works toward common goals with a strong sense of interdependence. Demonstrates shared ownership and a willingness to help others.

MINIMUM REQUIREMENTS:

  • 1-2 years experience in an office environment. BA/BS degree is preferred.
  • Demonstrated ability to work in a fast paced, decision oriented environment.
  • Excellent communication and analytical skills.
  • Strong organizational skills and ability to manage multiple tasks.
  • Strong automation skills including MS Office products
  • Ability to work independently and in a collaborative team environment.

3/17