
Underwriting Assistant, HPL
- New York City, NY
- Permanent
- Full-time
- Assist Underwriters daily in quoting and servicing accounts in an accurate and timely manner, within level of expertise, utilizing manuals, company policies, reference material, etc., as needed.
- Provide additional data requested by Underwriting to facilitate pricing, along with premium and loss information for risk analysis and experience rating, where required from the appropriate sources (agent, production representative) as directed.
- Issue various certificates, as required, in a timely manner.
- Maintain diary and suspense file to ensure that all Underwriters’ requests are answered within specified periods of time.
- Liaise between Underwriters and Agents by email or phone to obtain or confirm information to ensure accurate quote.
- Assist in evaluation of renewals by collecting updated application information, updated loss and premium data checking exposures, values and rates, etc. as directed by Underwriting.
- Prepare expirations and forwards to Underwriting accordingly.
- Maintain declined and dead quote files, as directed.
- Review new setups and binders, checks for accuracy.
- Assist Underwriter in preparation of reports and logs, as required.
- File and email quotes, agent correspondence, etc.
- Liaise between Processing and Underwriter.
- Follow work plans, established timelines, and pre-defined goals for assigned work.
- Meet commitments on deadlines.
- Develop strong customer focus and high service level relationship with clients.
- Perform work thoroughly in a cost-efficient manner and at a high productivity level.
- Utilize company resources effectively.
- Comply with all corporate policies and procedures.
- Take all reasonable steps to safeguard company assets against waste, loss, unauthorized use and misappropriation.
- Report any breakdown in controls to a supervisor or manager.
- No people management responsibility
- May assist in orienting and training less experienced employees.
- Minimum - High School or GED
- Preferred - 4 Year / Bachelor's Degree
- 2 Years Relevant and progressive experience in Underwriting
- Ability to read and interpret documents such as plan of benefits, bid specifications, claim reports, and procedural manuals
- Possess and have ability to apply basic knowledge of principles, practices, and procedures
- Good written and verbal communication skills with an emphasis on confidentiality, tact, and diplomacy
- Good organizational and analytical skills; demonstrated ability to manage multiple tasks simultaneously
- Intermediate proficiency and experience using Microsoft Office package (Excel, Access, PowerPoint, Word)
- Overtime hours may be required to fulfill job responsibilities
- May be required to remain stationary for extended periods of time
- May be required to move up to 10 pounds
- Must be able to operate a computer and other devices
- Close vision and ability to adjust focus, such as required to read a computer screen