Underwriting Assistant

The Underwriting Assistant reports to the Assistant Underwriting Manager, provides support to the underwriting staff and performs other clerical duties in the department. This position assists in the pre-underwriting process to allow the Underwriter to make an informed decision in a timely manner.  NOTE: This role is remote - with our preferred candidate located in Orlando, FL, Fort Lauderdale, FL, or Salt Lake City, UT. 

KEY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS: 

1. Review worker’s compensation applications, obtaining missing information as needed. 
2. Sets up submissions in Policy Administration System and complete basic information on the Risk Analysis Worksheet.
3. Maintains strong attention to detail and assigns submissions to the proper underwriter. 
4. Email policies to agents and welcome kits to policyholders. 
5. Process policy renewals, loss runs, and experience mod worksheet requests. 
6. Handles inquiries and requests from both agents and policyholders. 
7. Issues policy endorsements, cancellation, and reinstatement notices as needed.
8. Binds and issues policies in Policy Administration system
9. Performs other duties and projects as assigned. 
10. Must maintain a consistent presence in the office. 

• 3-5 years administrative experience 
• Underwriting and insurance experience strongly desired  
• Microsoft applications 
• Demonstrates accuracy, attention to detail and thoroughness. 
• Works effectively in a fast-paced environment while providing a high level of customer service. 
• Consistently at work and on time. 
• Follows instructions and responds to management direction. Ability to meet designated deadlines and reach goals.  
• Ability to work independently on assigned tasks as well as accept direction on given assignments. 
• Ability to multi-task; strong organizational skills. 
• Demonstrates excellent verbal and written communication skills.   
• Ability to solve practical problems and to interpret a variety of instructions furnished in written, oral, or diagram form. 
• Treats records and documents of a sensitive and confidential nature with care. 
• Strong administrative skills required, along with the ability to exercise discretion and judgment.