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Underwriter Assistant

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This individual compiles data and performs routine clerical and technical tasks to relieve
Assistant Underwriter and Underwriter of administrative detail by performing the
following duties. 
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties
may be assigned. 
• Handles routine brokerage support tasks as instructed by Assistant Underwriter or
Underwriter including contact with producers and underwriters. 
• Sets up policy files.
• Handles incoming calls/requests.
• Prepares worksheets for policies and endorsements.
• Prepares binders from file information and submits to Assistant Underwriter or
Underwriter for approval.
• Prepares submissions as instructed by the Assistant Underwriter or Underwriter.
• Reviews all market issued policies and endorsements for correctness as compared
to a checklist.
• Prepares and sends emails or other communication as directed by Underwriter. 
• Verifies correctness of certificates of insurance and forwards them to the carrier.
• Computes additional and return premiums as required and confirms with Assistant
Underwriter or Underwriter.
• Sends out renewal letters and follows up.
• Communicates with the producer or underwriter if additional information is
deemed necessary such as loss runs, financial information etc. as directed by
Underwriting Assistant or Underwriter. 
• Invoices all binders and endorsements.
• Obtain general knowledge of insurance accounting system and ImageRight. 
EDUCATION and/or EXPERIENCE
Associate's degree (A. A.) or equivalent from two-year college or technical school; or
minimum of six months related experience and/or training; or equivalent combination of
education and experience.

Must demonstrate an aptitude to obtain knowledge of the insurance coverage's/contracts
being brokered. 
HARDWARE and SOFTWARE SKILLS
Must have PC skills and intermediate knowledge of all Microsoft office software 
(Microsoft Word, Excel, and PowerPoint) Knowledge of AIM and/or ImageRight software 
is a plus. 

Job ID:

19819

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