Underwriting Tech I assisting with personal lines insurance at Orchid Insurance, learning underwriting skills under mentorship. Gaining knowledge of risk decisions and client relationship management in a team environment.
Responsibilities
Learn underwriting discipline to make determinations to approve, modify, or escalate risks based on underwriting guidelines of the carrier, with guidance and direct mentorship from experienced underwriters.
Build technical underwriting skills through training and hands-on learning, gaining experience in account reviews, underwriting thought processes, and file documentation, including underwriting decisions, approvals, correspondence, and follow-ups under supervision.
Gain knowledge of how to process underwriting referrals or other assigned work/risk reviews.
Provides phone/chat coverage; build foundational knowledge needed to provide phone/chat coverage as necessary to meet client service levels.
Provide support for team Inbox and/or Dashboard by working assigned tasks.
Build and maintain strong relationships with agents and clients by responding to inquiries in accordance with SOPs, ensuring clarity in communication, and delivering customer-centric solutions.
Requirements
High School diploma or equivalent required.
Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Excellent attention to detail and organizational skills.
Effective verbal and written communication skills.
Strong customer service orientation.
Experience in customer service or administrative roles within the insurance industry (preferred).
Actively work towards obtaining relevant certifications and licenses (such as FL 2-20 license or the equivalent non-Florida resident state equivalent Property & Casualty license) (preferred).
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
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