Our Assistant Underwriters provide excellent customer service, clerical assistance, support, and assistance to the Underwriting staff, Brokers, and Managing General Agents.
Overall Responsibilities include but are not limited to:
- Collect data, review, analyze, and rate new and renewal business (all states, multi-line) to provide a work up for the Underwriter
- Navigate in rating and issuance systems for Truck business (all states, multi-line)
- Issue policies in policy issuance system before the end of each month
- Review policies to ensure they are issued based upon the terms and conditions outlined by the Underwriter
- Examine and evaluate documents including declarations, applications, signed forms, MVRs, and all amendments to policies to ensure compliance with established company underwriting guidelines
- Interpret and analyze underwriting manuals/guidelines, rating manuals, forms, and workflows for commercial lines business
- Maintain knowledge of technical underwriting process and/or research information if needed; participate in ongoing training as necessary
- Handle various requests and/or inquiries from General Agents, Retailers, Insureds and/or Underwriters through phone, in person, and written correspondence
- Provide routine servicing of policies as needs arise including drafting of endorsements
- Order various underwriting reports to compile data for the Underwriters
- Inform Underwriters of any underwriting issues immediately
- Perform administrative duties for the department including writing reports and business correspondence
- Meet with new agents for training; may include attending lunches or dinners off-site
- Provide back-up services for others in the department