Underwriter Assistant - Rsgum

Position Summary:

The RSGUM Underwriter Assistant is focused on the processing of insurance quotes through binding with minimal supervision from the Underwriter. At the Underwriter’s direction, the Underwriting Assistant is expected to process submissions with appropriate information and prepare the quote proposal for the agent, reaching out to the agent as needed for supporting documentation. The Underwriting Assistant ensures quote and binder documentation to be delivered to the agent is correct and of quality. In addition, the role reviews requests for changes in policies; and either collaborates or drives the process to evaluate acceptance, declination or modification.

Essential Functions:

• Resolves discrepancies by collecting and analyzing information.
• Review carrier underwriting manuals to make sure risk fit, enter all appropriate information into carrier quoting system to generate a quote.
• Assists Underwriter with renewal solicitation and renewal quotes.
• Participates in relationship management of the agent.
• Enter all appropriate information into AIM system to prepare a quote and present a proposal to the agent.
• Set AIM suspense’s to order inspection report and/or subjectivities to Technical Assistant.
• Prepare the binder, stamp with state specific stamping (if applicable), print the invoice and package with the binder to the agent.
• Assists with new business submission with directions from Underwriter to prepare and market to carrier.
• Ensures data integrity.
• May be required to hold the appropriate licenses for all marketing jurisdictions.
• Other relevant duties as assigned.
• Issue policies for carriers supplying online issuance capability, check for accuracy and quality and send to the agent. Send supporting documentation to the carrier.

Education/Experience/Skills:

• Must obtain a Property, Casualty Agents license within a designated time period if not currently licensed.
• Ability to understand written and oral communication, and interpret abstract information.
• Attention to detail.
• Ability to work in a highly automated, paperless environment, including specialized software packages.
• Ability to work in a fast-paced environment.
• Knowledge of insurance products and usage’s.
• Knowledge of insurance rating and underwriting procedures.
• Excellent communication skills.
• Knowledge of insurance markets and reference to markets.
• Insurance experience in underwriting with excess and surplus lines preferred.
• Technologically savvy and data driven.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Basic computer skills including MS Office Suite. Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Bachelor’s degree or equivalent combination of education and experience.

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