Program Division - Underwriting Assistant

This position will assist in providing exceptional customer service to insureds, agents, carriers, and our underwriters by completing daily workflow tasks that support the underwriting process including but not limited to organizing electronic files and folders, preparing and issuing insurance documents, rating data entry, and assisting with communication between underwriters and customers.

Job Responsibilities:

· Prepare, process and issue insurance documents including confirmation of coverage, new or renewal policies, endorsements, reinstatements, and invoices.

• Assist the overall underwriting process with operational support including collecting and organizing  underwriting data and/or entering and organizing application/underwriting information into the  insurance rating systems. This will include performing internet searches/research on clients as necessary. 

· Review applications, documents, reports, and other relevant data to ensure the underwriting files are neat, accurate and compliant with underwriting guidelines.

• Assist with communication between underwriters and customers including answering, following up on, and saving emails.      This will include following up for insurance subjectivities; soliciting renewal applications; or creating and mailing letters, notices, or flyers as necessary.
• Assist underwriters and  underwriting managers, AVPs  and VPs by providing administrative support for various sales      presentations, underwriting presentations, or other marketing initiatives.
• Perform other general operations  assistant related functions including checking, organizing, and sending mail; scanning and organizing various documents; and assisting with  various accounting functions.
• Assist with the  collecting, organizing and/or processing of insurance claims and losses. 
• Effective and professional communication with all staff, customers, and partners.
• Maintain company service standards by  completing workflow tasks by due dates.
• Navigate and understand various  Standard Operating Procedures (SOPs).
• Demonstrate J&J’s Core Values.

Area of Focus:

• Generalist      – This position will have the primary responsibility for creating and  issuing insurance coverage documents including invoices, binders, policies, and any subsequent endorsements for both new and renewal business. In addition, this position will provide operational support to underwriters including collecting and organizing underwriting data and/or entering and organizing  application/underwriting information into the insurance rating systems with a focus on renewal business. 
• New  Business – This position will assist New Business Underwriters by providing operational support in providing exceptional customer service on  new business opportunities. This includes same day turnaround of insurance documents, quotes, and correspondence. This position includes collecting  and organizing underwriting information, data entry into rating systems, assisting  with email correspondence, and assisting in the issuance of insurance documents.
• Program Specific – This position  will assist Specific Programs for both new and renewal business opportunities. This includes key functions outlined in the Generalist and New Business Areas of Focus in addition to assisting with program  development initiatives, presentation preparation, and some administrative marketing support.
  
   

Education and Work Experience:

• Associate degree or equivalent preferred.
• Three years of work experience in customer service and/or administrative area preferred.
  
   

Knowledge Skills & Abilities:

· Proficient with computers including Microsoft Office suite, the ability to type 40-50 WPM, and the ability to quickly learn to navigate web-based folders and various insurance underwriting systems. 

· Strong customer service skills

· Exceptional interpersonal skills including a positive and welcoming attitude.

• Ability to organize and present information in a neat and effective manner.

· Capacity to analyze information and mathematical aptitude.

· Research skills and confidence with problem solving skills.

· Ability to learn the basics of underwriting, insurance forms and insurance compliance requirements.

• Ability to work in an office environment.
• Ability to communicate with very clear verbal and/or written communication skills.
• Ability to be self-directed and  goal oriented.
• Willingness to learn, the ability  to adapt and the discipline to self-motivate.
• Ability to manage and prioritize multiple tasks while exercising good judgment and attention to details.

Typical Physical Demands:

· Requires the ability to sit or stand for long periods of time, occasional stooping, and reaching; May require lifting up to 25 pounds; requires normal range of vision and hearing with or without accommodations.

Career Path from Level I to IV:

· Determined by proficiency, performance, confidence level and comprehension within Knowledge Skills and Abilities and Job Responsibilities; self-motivation; completed education requirements; contributions to the team; and/or tenure within the role.