Sr. Underwriting Assistant

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.

• High attention to detail, creativity, intellectual curiosity, a desire to communicate, and strong time management skills
• Excellent 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 skills
• Excellent customer service and communication skills

• 3+ years of insurance or closely related office experience.
• Successful completion of insurance and/or financial designations.
• Experience using third-party data

• High attention to detail, creativity, intellectual curiosity, a desire to communicate, and strong time management skills
• Excellent 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 skills
• Excellent customer service and communication skills

• 3+ years of insurance or closely related office experience.
• Successful completion of insurance and/or financial designations.
• Experience using third-party cata

• 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 policy
• Limited pricing
• 6 individuals on the team
• Primarily transactional and once qualified more customer service