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Underwriting Support

Location:

TX - Dallas

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General Description: Under general supervision, assist account management or underwriting team in service and retention of commercial property and casualty accounts. Responsible for routine tasks and established projects. 

Responsibilities: 
Coordinate information flow to resolve accounting, audit, or underwriting questions/issues.
Verify, invoice, and process insurance policies, endorsements and/or claims. 
Maintain accuracy and completeness of customer database on agency management system. 
Process routine to complex transactions. 
Process and revise draft insurance proposals or quotes.  
Proofread documents for accuracy and completeness.
Answer incoming calls.
Manage in-coming and outgoing mail.
Administer claim reports. 
Review expiration lists. 
May issue binders, policies, and endorsements as directed.  
Create and maintain files according to policies and procedures guidelines. 
Prepare or request loss summaries and/or detailed insurance summaries. 
Assist in reconciliation of accounts receivable by account. 

Knowledge, Skills and Abilities:
1 year + of customer service experience. 
High school diploma or graduate equivalent degree required. 
Experience performing a variety of clerical functions. Includes photocopying, faxing, filing, and data entry.  
Working knowledge of Microsoft Office suite of products. 
Ability to navigate multiple computer systems and applications. Utilize search tools to find information. 
Analytical ability with high attention to detail and accuracy. 
Strong verbal, written, and interpersonal communication skills.  
Strong organizational, multi-tasking, and prioritizing skills.  
Ability to work effectively in a team environment and across all organizational levels.
Ability to be flexible and adaptable to changing priorities and deadlines.  
Ability to follow policies, procedures, and regulations.  

Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.

Analysis of Physical Demands:
Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend. 
Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.


Job ID:

26004

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