2+ years of experience in data entry or underwriting support
Proficiency in agency management systems
Strong attention to detail and accuracy
Excellent communication skills for customer and broker interactions
Ability to mentor and train new team members
Responsibilities
Import and enter data into the Agency Management System
Review documentation to ensure compliance with risk requirements
Maintain documentation and generate policies
Handle first-level correspondence with customers and brokers
Process endorsements and legal notices
Bind policies as directed within the system
Assist with complex tasks and provide support to team members
Benefits
Opportunities for professional development and training
Supportive team environment
Potential for career advancement within the organization
Flexible work arrangements
Access to company culture insights and resources
Full Job Description
This position is responsible for data entry of accounts into the agency management system, binding of coverage and sends policies and endoursements to brokers. Provides prompt and courteious service to underwriters, borkers, coworkers and management and necessary support to the overall production and objectives of the department.
PRIMARY RESPONSIBILITIES: Data importing and data entry of accounts into Agency Management System. Documentation review to ensure risk meets outlined requirements. Documentation maintenance and policy generation. 1st level customer and broker correspondence. Processing of endorsements and any legal notices. Binding policies as directed within Agency Management Systems. Provides training and acta as mentor to new Underwriting Analysts. Handles escalated or more complex tasks building on Underwriting Analyst skills. Assists with Loss History reports, invoicing and importing when needed
KNOWLEDGE, SKILLS & ABILITIES:
EDUCATION & EXPERIENCE:
IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
