Assistant Underwriter

PURPOSE OF THE JOB:

The Underwriting Assistant works closely with an experienced mentor Underwriter and the Underwriting Manager.  The Underwriting Assistant supports underwriters by performing a variety of tasks including the preparation of new and renewal accounts for their mentor underwriter's review.  The Underwriting Assistant is responsible for collecting and analyzing underwriting information to ensure that proper documentation is in the file prior to referring to the Underwriter. The Underwriting Assistant will provide a collaborative, consultative environment to our exclusive agents to support policy growth, profitability, and retention.

ESSENTIAL FUNCTIONS:

• Assists mentor Underwriter(s) to effectively manage Performance Based Renewal Underwriting programs, New Business submissions, Claim Underwriting Notices, Large Loss Notices, IRPM Referrals, Re-underwriting Projects, Production Referrals, etc.


• Reviews, appraises, and recommends submissions for acceptance or refusal for mentor Underwriter.


• Works within assigned underwriting authority (limited) and company underwriting guidelines, to make acceptable terms, conditions, and pricing decisions on behalf of the company that supports the company's growth, profitability, and retention objectives.


• Supports Underwriters by performing a variety of tasks and file work including preparation of new and renewal accounts for Underwriter review by collecting and analyzing information to ensure that proper documentation is in the file prior to referring to the Underwriter.


• Manages workflow queues and conducts timely and thorough reviews of all assignments in a manner that supports the department goals for turnaround time, and that meet the departments file quality and risk selection expectations.


• Provides timely and professional customer service to Field Agents and/or CSRs.


• Actively communicates with Field Agents and/or CSRs as needed to obtain necessary underwriting information.


• Participates in productive field visits to meet agents and learn their markets.

ESSENTIAL FUNCTIONS:

• Associate degree.


• Additional Qualifications:
  
  
  
  • Minimum of one year of experience as an Associate Underwriter or a minimum of three years of other related insurance industry experience.