Underwriting Assistant supporting the underwriting team in gathering and organizing data. Assisting with documentation and ensuring accurate underwriting decisions for business insurance.
Responsibilities
Responsible for supporting the underwriting team by gathering, verifying, and organizing data from policyholder applications, financial records, and other supporting documents
Collect, review, and process financial records and other documentation needed for the underwriting process
Assist in gathering additional information at the request of underwriting partners
Organize and maintain client files, ensuring that all required documentation is accurate, complete, and up to date
Support the underwriting team with administrative tasks, such as document organization and report preparation
Collaborate with agency partners to collect compliance documents and address inquiries from agencies and insureds
Assess risk by accurately completing Amerisure’s underwriting risk assessment tools
Recognize discrepancies or missing information in applications and take steps to address and resolve the issues
Maintain accurate records of data
Assist the underwriting team with administrative duties, including document organization and report preparation
Learn and adhere to underwriting guidelines and procedures
Requirements
High school diploma or GED
Experience in the insurance industry, financial services, customer service or administration, preferred
Excellent problem-solving skills and attention to detail
Excellent organizational skills, including ability to multi-task and prioritize workload
Excellent verbal and written communication skills with the ability to interact with internal and external customers
Proficient computer skills required including Microsoft Office Suite
Demonstrated successful ability to input data with a high accuracy rating, and strong attention to detail
Excellent customer service skills
Ability to travel occasionally, less than 5%
Benefits
Comprehensive health and welfare benefits
401(k) savings plan with profit sharing
Generous paid time off programs
Flexible work arrangements to promote work-life balance
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