Underwriter Assistant Job at Statewide Underwriting Services, Montgomery, NY

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  • Statewide Underwriting Services
  • Montgomery, NY

Job Description

Our Underwriter Assistants (UWAs) work closely with Underwriters and Technical Assistants, but also work in conjunction with all others in the organization. The Underwriter Assistant is required to put forward the best interests of the company at all times. The position also entails interaction with agencies as well as multiple business partners outside of the company. These individuals exhibit the same core values of the company (Positive Attitude; Adaptability; Work Ethic; Dedication; Relational-Good Customer Service).

POSITION RESPONSIBILITIES (including, but not limited to):

  • Rate/quote (as identified by Underwriter) new and existing business
  • Effectively manage a large volume of workload as assigned.
  • Enter new & renewal business into the appropriate rating/processing system.
  • Assist the Underwriter in managing agency production of premium volume in line with Statewide Underwriting’s company goals.
  • Order new & renewal inspections accordingly.
  • Initially review inspections upon receipt from inspection vendors. Prioritize inspections needing immediate attention for appropriate action
  • Process recommendation and/or requirement letters, Non-Renewals, and Cancellations based on direction of Underwriter or authority levels established.
  • Process endorsements based upon direction of Underwriter authority levels established.
  • Processes corrective endorsements such as mailing address or typo corrections (non-premium affecting endorsements).
  • Pull loss runs from the system if requested by the Underwriter.
  • Complete worksheets to assist with the Facultative process if needed.
  • Support management as may be needed (various project work, testing, etc.).
  • Works to achieve the goals as described in the annual Employee Performance Review document for this position.
  • Performs other duties as assigned.
  • Assists other UAs as needed

Requirements

Required Skills and Abilities:

  • Ability to communicate effectively with insurance agencies, and others inside and outside of the company.
  • Ability to manage and prioritize large volumes of work.
  • Attention to detail, well-organized and ability to work well independently.
  • A professional work ethic.
  • Ability to be flexible and pivot among many tasks.

 

Education/Experience:

  • High school diploma or equivalent/Associates’ degree; Bachelors’ degree preferred.
  • Experience with Excel, Word, PowerPoint, Outlook, and Teams.
  • Experience working with telephone systems as well as any other computer programs is desirable.
  • Insurance industry experience preferred.

Physical requirements: This position works in a typical office setting. There may be extended periods of sitting, standing and/or bending, listening, talking and/or visual concentration, writing and/or computer use. This position would normally have routine opportunities for the employee to be able to alter their physical position or change eye focus.

This is a full-time position. Expected work hours are 8:00 a.m. to 4:00 p.m., Monday through Friday.

This position is eligible for a work from home option.

The above statements are intended to provide the general nature and level of work performed by employees assigned to this position. The statements are not intended to be an exclusive list of all responsibilities, duties, and skills required of the employee; expectations of the position may change at any time with or without notice.

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Work From Home

Job Tags

Full time, Immediate start, Work from home, Flexible hours, Monday to Friday,

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