Insurance Operations
Senior Underwriting Assistant
Summary
Under supervision of the Underwriter Supervisor, and within guidelines established in the NIAC / ANI RRG underwriting manual, the Underwriting Assistant provides clerical and technical assistance to the underwriters in the areas of underwriting, rating, preparing quotes, issuing policies, marketing, and interaction with brokers. The requirements listed below are representative of the knowledge, skill, and/or ability required. The Insurance Operations Senior Underwriting Assistant responsibilities include but are not limited to:
• Effectively communicate company standards, mission, underwriting guidelines, and requirements to brokers and/or members.
• Process incoming new and renewal applications.
• Accurately issue new and renewal policies.
• Process endorsements within authority level. Refer any endorsements exceeding authority to underwriter.
• Process renewal quotes within authority level. Refer any quotes exceeding authority to underwriter.
• Provide assistance and make inquiry of brokers regarding endorsements and renewals.
• Rate all lines of new business and renewal business as directed by underwriter.
• Process broker and member information changes such as address changes, phone, email, etc.
• Accurately document account utilizing system notes.
• Miscellaneous duties – Any and all assignments related to the insurance operations department as requested by the Underwriting Supervisor or Vice President of Insurance Operations.
Required Skills
• Type 35-50 net words per minute
• Must possess a moderate understanding of property and casualty insurance coverages; some familiarity with ISO commercial class codes is required
• MS Word and Outlook or similar computer software experience preferred. Strong aptitude for learning new computer programs is required.
• Candidate should be organized and able to multi-task, provide follow-up, manage a heavy book of business
• Strong customer service skills and a professional attitude are required
• Candidate should posses excellent written and verbal communication skills, and sharp attention to detail.
• While performing the duties of this job, the employee is regularly required to stand, bend, reach, or sit for up to 3 hours at a time. The employee must occasionally lift and/or move up to 20 pounds.
Experience
• Three to five years related work experience as Commercial CSR or Underwriting Assistant required.
• Knowledge of General Liability, Commercial Auto, and Business owners coverages
• Experience working with nonprofits preferred
Education
• 4-year degree preferred
• Insurance Fire and Casualty license preferred, or completion of at least 4 Property and Casualty insurance education courses
If you are interested in applying for this position, please submit your resume and a cover letter that addresses your interest in this role, how this position fits with your career aspirations and how being in the nonprofit world fits into this picture.
Contact Gary Bencomo by email or fax at 831-621-6090
- This is at a non-profit organization.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.