UNDERWRITING ASSISTANT

SUMMARY OF RESPONSIBILITIES:

Responsible for assisting with the processing and servicing of applications and accounts. 

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SPECIFIC RESPONSIBILITIES:

  • Clerical processing of accounts including applications, policy file maintenance and computer input of each account

  • Processes new business applications, renewals, cancellations, endorsements and other policy transactions

  • Prepare insurance forms/documents

  • Provide customer service and support efforts to acquire and retain profitable business

  • Process correspondence, forms, proposals, invoices, reports, etc.

  • Answer telephones and relay messages

  • Maintain files and records

  • Assist with the servicing of assigned accounts which includes new and renewal business and claims

  • Work with other departments to ensure timely collection of premiums

  • Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose

  • Other responsibilities as assigned by Manager

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QUALIFICATIONS:

  • Experience with automated systems and Microsoft Office products

  • Excellent and effective organizational, interpersonal, communication skills

  • Ability to help resolve routine problems, answer general questions, and know when to escalate more complex issues

  • Dependability, attention to details, and ability to follow/interpret procedures

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EDUCATION AND WORK EXPERIENCE:

  • High school diploma (or equivalent)

  • 2-3 years of customer service and/or administrative experience

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