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Underwriting Assistant

First Staff Services

Job Description

Job Description

 

Technical Assistant -

 

The Technical Assistant will support our Underwriters in processing new and renewal business and managing and maintaining policy files. Issuing quotes/binders/endorsements as instructed.

 

The Technical Assistant fulfills the primary responsibilities of the role by executing the following duties and tasks:

    • Clear and Set up Submissions
    • Set up policy folders in SharePoint and Paper files
    • Issue Renewal/Non-renewal, Conditional Notices in ODEN
    • Request and Review Underlying Policies
    • Responsible for making sure all policies (folders and SharePoint) contain coding sheets, invoices, quotes, binders, submissions, correspondence, reports, loss runs and underlying policies and checklist.
    • Request Loss runs, completed TRIA forms and Surplus Lines Letter and handle follow up request
  • Issue quotes and binders in BUS per Transactor/Account Executive Instructions
  • Issue Policies, Endorsements and enter renewals and cancellations

Requirements

· Proficient with Word and Excel, Outlook (or Lotus Notes), preference for Power Point & Access also, but not required.

· Good oral and written communications skill and Basic Math skills

· 1 to 5 years insurance related experience preferred. Other related experience and skills will be considered.

· Must have strong analytical and organizational skills and be a team player.

· Must be detail oriented and have the ability to multi-task.

Company Description

Large Financial Institution with broad resources

Company Description

Large Financial Institution with broad resources

Vacancy posted 14 days ago
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