Job Description

Essential Duties/Responsibilities:

• Processes binders, renewals and correspondence
• Provides support to the Inspection Processing team by advising on discrepancies and recommendations on inspections.    Assists with the Inspection Review process when directed by the CL Service Supervisor.
• Gathers and organizes specified information and reports to assist in the underwriting decision
• Services all accounts, including resolving clients' inquiries, complaints, requests, and policy processing activities within guidelines
• Responsible for quality and timely processing, and file maintenance
• Sends out applications for underwriters for new and renewal business
• Quotes renewals as directed by the Underwriter
• Performs applicable procedures to ensure compliance with corporate and regulatory standards and out of state filings, including Surplus lines forms for carriers
• Performs additional functions as needed as directed by the underwriter
• Confers with underwriter on forms, rates and areas as needed
• Backup for other assistants when out of the office
• Monitors underwriter’s emails when the underwriter is out of the office

Qualification/Requirements:

• Minimum 2+ years of technical assistant insurance experience
• Multi-line rating expertise (or ability to develop multi-line expertise)
• Knowledge of Middle Market underwriting classes, forms, procedures, regulations, coverages and business processes for assigned territory
• Demonstrated skills and authority to process endorsements
• Analytical skills to identify, gather and organize information and provide recommendation
• Customer focused attitude and customer service skills to resolve inquiries quickly and effectively
• Strong verbal and written communication skills
• Demonstrated initiative to complete assignments and obtain results
• Ability to work in a team environment to support overall profitability initiatives for assigned territory
• Solid organizational skills including: time-management, prioritization and attention to detail
• Skills to operate computer equipment, use commercial system applications and vendor software
• Basic math skills

We offer a total compensation package which includes salary (45k-60k) plus a full comprehensive benefits package. Package includes Paid Time Off Days, Paid Holidays, Hybrid Work Schedule, Retirement Plan with Employer Match, 100% Single Employer Paid Medical, Dental, Vision, Life Insurance, Education Assistance,  Various Voluntary Benefits, Wellness Program Including Mental Health Support and an Employee Assistance Program (EAP) and More. 

 

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