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About the Role

This position assists and supports the underwriting function by ensuring information submitted is complete and accurate for rating of new business, renewals, and mid-term changes. Provides cursory review of risk to aid in the underwriting process. This is a temporary-to-hire opportunity.

Responsibilities

• Support the development, growth, and maintenance of an assigned book of business working directly with UW staff.
• Work proactively with underwriter(s) in support of our new and renewal client base.
• Provide the highest level of accuracy and support to the underwriter(s) throughout the new business lifecycle and ongoing renewal account maintenance.
• Provide exceptional customer service by processing binders, policy issuance and midterm service requests within established timeframes.
• Work with underwriter(s) to coordinate and solicit renewal submissions in accordance with established timeframes.
• Perform initial review, triage and processing of new business and renewal submissions.
• Set up underwriting files pulling together information from disparate sources into a cohesive format for underwriter(s) and territories.
• Coordinate documentation for underwriting files.
• Process system transactions relative to assigned product line ensuring the highest level of precision.
• Prepare non-automated policy forms, letters, documents and send to appropriate clients and brokers.
• Review binders and policies for accuracy.
• Run established data warehouse reports.
• Participate in learning and development opportunities online, in person and group training sessions as needed.
• Provide assistance to the underwriters in the assigned territory by preparing necessary policy documents to Agency/Broker visits.
• Maintain the highest level of customer service and produce accurate work with minimal mistakes.
• Understand and achieve productivity requirements to meet underwriting objectives.
• Respond in a timely and professional manner to internal processing requests and external queries received from our brokers and clients.
• Demonstrate a sense of urgency and consistently meet processing deadlines per underwriting service standards.
• Perform other duties as assigned by management.

Requirements

• Associate degree and/or 2-3 years insurance or related experience required.
• Customer service background preferred.
• Must be proficient in Microsoft Office Suite.
• Participate in assigned projects and departmental efforts as an active and positive team member.
• Must demonstrate the ability to maintain an effective working relationship with other departments, employees, management, and clients.
• Excellent verbal and written communication skills.
• Must be detailed oriented and have good organizational skills.
• Ability to work without direct supervision, make independent decisions and meet specific deadlines.

Skills

• Microsoft Office Suite
• Customer service
• Verbal communication
• Written communication
• Organizational skills
• Attention to detail

Location

• Roslyn, NY

Work Type

• On-site
• Temporary-to-hire
• Full-time

Experience Level

• 2-3 years

Education Level

• Associate degree