Summary/Job Purpose:Provides support and assistance to underwriting staff including driving the following: collecting data; organizing files and reports; performing administrative and customer service duties regarding new and renewal accounts that will assist in ensuring the underwriting process is handled efficiently and accurately.
Essential Functions:Percentage of Time:- Inputs data into Tinubu for both portfolio management as well as improve underwriting decisions.
- Gathers and organizes information to prepare new and renewal policy/account files for underwriter review and direction in accordance with company underwriting guidelines and standards. This may include, but is not limited to, setting up folders; preparing and completing account summary worksheets; schedule rating worksheets; broker follow ups and preparing electronic underwriting files and documentation package for bound accounts.
- Maintains various account databases outside Tinubu to ensure up to date information and status updates are recorded.
- Provides timely and professional customer service to internal and external customers including Underwriters; Operations staff; Brokers; to facilitate the processing of business and to ensure excellent customer service to our accounts and prospects. Responds to brokers service requests for invoices, powers of attorney, etc.; ensuring all appropriate documentation is received; troubleshooting for transaction processing issues with Operations Department and researching and assisting in resolving telephone and written inquiries generated from internal and external customers (i.e. policy/account status, rating and billing issues, etc.).
- Reviews new/renewal submissions for necessary underwriting data and follows up with broker for information
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Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience Required: Diploma/Degree & Experience- Bachelor's Degree preferred; high school diploma required.
- 7 or more years of insurance experience; surety experience preferred
Salary: The base pay range is $75,000.00 - $90,000.00 . Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location.
Additional Benefits:
- Healthcare and Retirement Benefits
- Comprehensive medical, dental, and vision coverage
- 401(k) with a generous employer match and profit-sharing contribution
- Wellness incentive program
- Life and accidental death and dismemberment (AD&D) insurance
- Flexible spending programs
- Short-term and long-term disability plans
Additional Benefit Programs
- Paid time off program
- Paid charitable leave
- Paid parental leave
- Tuition reimbursement program
- Personal insurance (auto/homeowners) discounts
