Underwriting Assistant

Underwriting Assistant

Location: Plano, TX

Under supervision, performs various clerical tasks to assist in the processing and renewal of specialty insurance policies and contracts for the Underwriting department.

Key Responsibilities

• Update and maintain departmental records such as updating policies, endorsements, policy status, quote information, countersignatures, invoices, broker information, etc.
• Prepare and draft correspondence such as quote letters, memorandums, declinations, or invoices, using mail, fax, or other electronic means.
• Answer phone and resolve basic inquiries or forward call to appropriate contact for resolution. Initiate phone calls to brokers and other parties to secure information or provide update status.
• Perform incoming and outgoing mail and fax distribution.
• Prepare, process, and assemble approved policies, renewals, and other supplemental documents for distribution.
• Forward requested underwriting files and related documents to internal departments such as Claims, Accounting, etc.
• May perform basic underwriting activities such as preparing renewal loss analysis under the direction of an Underwriter.
• Perform other general clerical duties such as setting up files, copying, filing, faxing, scanning, ordering supplies, and operating departmental office equipment.

Position Knowledge, Skills, and Requirements

• Education: Minimum - High School or GED. Preferred - 4 Year / Bachelor's Degree.
• Experience: 5 Years Relevant and progressive experience in Underwriting.
• Ability to read and interpret documents such as plan of benefits, bid specifications, claim reports, and procedural manuals.
• Possess and have ability to apply basic knowledge of principles, practices, and procedures.
• Good written and verbal communication skills with an emphasis on confidentiality, tact, and diplomacy.
• Good organizational and analytical skills; demonstrated ability to manage multiple tasks simultaneously.
• Intermediate proficiency and experience using Microsoft Office package (Excel, Access, PowerPoint, Word).

Working Conditions and Physical Demands

• Overtime hours may be required to fulfill job responsibilities.
• May be required to remain stationary for extended periods of time.
• May be required to move up to 10 pounds.
• Must be able to operate a computer and other devices.
• Close vision and ability to adjust focus, such as required to read a computer screen.

Disclaimer Note

This document is intended to describe the general nature and level of work being performed, and is not to be construed as an exhaustive list of all responsibilities, duties and skills required for the job.

TMHCC will consider all requests for reasonable accommodation as outlined in the Employee Handbook. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.