Role Purpose

The Underwriting Assistant is responsible to supports underwriters in the process of receiving, reviewing, documenting, and servicing insurance solutions.

Key Responsibilities

Gather and analyze account information including submission, exposure and loss information, policies/contracts, financial information, etc. Process all documentation including new business and renewal quotes, binders, endorsements and miscellaneous items in accordance with established underwriting guidelines. Develop a detailed knowledge of multi-line coverage forms and assist with policy/contract issuance. Maintain manuals and/or other reference materials in order to process assigned work. Ensure accuracy and organization of files on SharePoint.  Learn ORSIU systems and processes to effectively service existing business and clear new business submissions. Perform basic financial evaluation of select risk’s balance sheets and income statements. In conjunction with underwriters, monitor the performance of assigned accounts.  Work with various departments within the company, claims, operations, and others. Perform specials projects and other related duties as assigned.

Requirements

Bachelor’s degree in Business Administration or related area.Strong analytical and mathematical skills.Strong critical thinking, problem solving and customer service skills.Initiative, organization and detail oriented skills.Demonstrate flexibility and adaptability to work in a fast moving and challenging environment.Proficient in MS Applications (Word, Excel and Power Point).Intermediate knowledge of the structure and content of the English and Spanish Language. 

Experience

Multiline Property and Casualty insurance knowledge, preferable.