Job Title: Underwriting Assistant

Type: Contract to Hire

Start Date: ASAP

Contract Duration: three months

Location: 100% onsite - Roslyn, NY

Contract Pay Rate - $27/hour

Perm Salary - $55K

General Summary:

• This position assists and supports the underwriting function by ensuring information submitted is complete and accurate for a rating of new business, renewals, and mid-term changes.
• Provides a cursory review of risk to aid in the underwriting process.
• Assist Account Manager with issuing of new and renewal of existing policies
• This is a 3-month contract to hire... pay rate during the contract duration is $27/hour, and when the role converts to a permanent role, the salary is $55K.

Essential Duties & 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.
• Responsible for providing 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 by established timeframes.
• Performs initial review, triage, and processing of new business and renewal submissions.
• Sets up underwriting files pulling together information from disparate sources into a cohesive format for underwriter(s) and territories.
• Coordination of documentation for underwriting files.
• Processes system transactions relative to assigned product line ensuring the highest level of precision.
• Prepares non-automated policy forms, letters, and documents and sends them to appropriate clients and brokers.
• Review binders and policies for accuracy.
• Proficient in running established data warehouse reports.
• Participate in learning and development opportunities online, in person, and in group training sessions as needed.
• Assist the underwriters in the assigned territory by preparing necessary policy documents for Agency/Broker visits.
• Maintains the highest level of customer service and produces accurate work with minimal mistakes.
• Understand and achieve productivity requirements to meet underwriting objectives.
• Responds in a timely and professional manner to internal processing requests and external queries received from our brokers and clients.
• Demonstrates a sense of urgency and consistently meets processing deadlines per underwriting service standards.
• Other duties as assigned by management.

Education & Qualifications:

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