About the role

  • 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
  • Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Job title

Underwriting Tech I

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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