ESSENTIAL FUNCTIONS:

Review and entry of information into our policy processing systems in order to generate various policy transactions. Screen underwriter phone calls, providing responses within their authority to broker inquiries, and answering rating related questions. Key various underwriting correspondences. Review all incoming policy related mail, determining what needs underwriter approval before it can be processed.         Review and set up tasks in ImageRight for daily incoming work for processing of policy transactions.

 

KNOWLEDGE, SKILLS, AND ABILITIES:

Able to use rating manuals to locate rate tables and various rating rules. Manually rates coverages with some assistance. Can identify information required to produce an accurate policy.

 

 

 

 

EDUCATION AND EXPERIENCE:

High School Diploma Good math skills High level of accuracy in keying Good communication skills Basic knowledge of Microsoft Word