Assistant Underwriter Resume Samples

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SH
S Huels
Sterling
Huels
5502 Parker Cape
Phoenix
AZ
+1 (555) 579 6967
5502 Parker Cape
Phoenix
AZ
Phone
p +1 (555) 579 6967
Experience Experience
Dallas, TX
Assistant Underwriter
Dallas, TX
Zulauf LLC
Dallas, TX
Assistant Underwriter
  • Reviews policies, contracts and/or programs to identify errors and omissions and discrepancies to insure agreement with application, quote, proposal, and/or binder
  • Assists in Underwriting risks, suggesting rates and premiums based on coverage and performs demographic analysis for new and/or renewal business
  • Coordinates the preparation of policy delivery with all related documents
  • Assists in Underwriting a book of new and renewal business
  • Communicates with markets to ascertain all necessary documentation for new and renewal business
  • Participates in Meetings with brokers, underwriters, account executives and carrier representatives
  • Services Account Manager calls, researches & collaborates with underwriters to answer questions; regarding client coverage, limits and deductibles
San Francisco, CA
Assistant Motor Underwriter
San Francisco, CA
Dare Inc
San Francisco, CA
Assistant Motor Underwriter
  • Completion of underwriting project work as assigned by the Senior underwriter or Regional underwriting manager, ensuring that deadlines are met
  • Action referrals made by the Fraud Prevention team
  • Undertake analysis of competitor products and prices to provide accurate information for reporting purposes
  • Review and maintain the underwriting process guides including undertaking regular reviews of each process to ensure its efficiency and accuracy
  • Participate in the handling of police enquiries in line with strict DPA guidelines
  • Process SIRA referrals in line with risk control measures and guidelines
  • Action the late notified claims diary
present
Chicago, IL
Assistant Operations Underwriter
Chicago, IL
Abbott-Luettgen
present
Chicago, IL
Assistant Operations Underwriter
present
  • Supporting more qualified colleagues in the handling of non-standard cases in line with established standards, procedures and guidance provided
  • The issue of policy wordings or policy endorsements and input of data to computer systems in timely and accurate way
  • Establishing an effective relationship with Account Management colleagues and others
  • Contributing to the production of new policy wordings or reviews of existing policy wordings to ensure policy documentation is current and accurate
  • Contributing to the implementation of marketing activities, business development initiatives, etc. to increase overall revenue, ‘share of wallet’ and business mix in line with agreed Account Plans
  • Promptly identify and escalating those more complex cases to more qualified colleagues and work with them to deliver an outstanding service to the broker/client
  • Developing a trusted, deep and long term relationship with their colleagues to help generate, progress and close new, up selling and cross selling business opportunities
Education Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Chapman University
Bachelor’s Degree in Business Administration
Skills Skills
  • Strong analytical skills with the ability to think quickly and innovatively working at all times in a disciplined manner
  • Demonstrable evidence of manipulating data clearly and accurately with the ability to extract & clearly articulate key points
  • Excellent attention to detail and a meticulous eye for identifying inaccuracies in data
  • The role would suit a highly driven self-motivated individual with a strong desire to challenge and deliver
  • Ability to perform basic mathematic functions (add, subtract, multiply, divide) in all units of measure, using whole numbers, common fractions and decimals
  • Demonstrated attributes of attention to quality and detail, decision-making and problem-solving
  • Good attention to detail
  • Excellent communication skills
  • Ability to work effectively under pressure and fast pace environment
  • Willingness and capability to learn
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9 Assistant Underwriter resume templates

1

Assistant Municipal Underwriter Resume Examples & Samples

  • Bachelor’s degree with minimum of 2 years of industry experience
  • Series 52, Series 7 and Series 63, or ability to obtain Series 52 within 6 months of employment and Series 7 and 63 within 12 months of employment
  • Advanced computer skills including Word, Excel, Access, Power Point and Outlook. Ability to learn specific industry software. Bloomberg a plus
  • Excellent grammar, editing and proofing skills required. Attention to detail and positive can-do attitude a must
  • Ability to prioritize and handle multiple tasks simultaneously, often under pressure and/or short deadlines
  • Willingness and ability to work additional hours as needed to ensure work is completed in a timely fashion and deal process is seamless
  • Ability to tolerate peak workloads, multiple assignments and produce results with accuracy and reliability. Ability to demonstrate a calm demeanor and retain composure in stressful situations. Ability to initiate action and work independently on most tasks
2

Senior Underwriter / Assistant VP Resume Examples & Samples

  • Extended coursework in accounting and/or finance
  • Professional and effective interpersonal skills
  • Ability to communicate effectively in a logical succinct format, verbally or in writing
3

Assistant Underwriter Resume Examples & Samples

  • Reviews policies, contracts and/or programs to identify errors and omissions and discrepancies to insure agreement with application, quote, proposal, and/or binder
  • Assists in Underwriting risks, suggesting rates and premiums based on coverage and performs demographic analysis for new and/or renewal business
  • Assists in Underwriting a book of new and renewal business
  • Communicates with markets to ascertain all necessary documentation for new and renewal business
  • Participates in Meetings with brokers, underwriters, account executives and carrier representatives
  • Assists in preparing Renewal Specifications as required by Management
  • Services Account Manager calls, researches & collaborates with underwriters to answer questions; regarding client coverage, limits and deductibles
  • Maintains files for submissions, and written/lost business
  • Maintains client suspense; conducts follow-ups as appropriate
  • Assists Account Managers to resolve complex issues
  • Computes rates and premiums for policies, compiles appropriate declarations, coverage forms, national/local forms, and optional endorsements to complete a policy in accordance with underwriting guidelines
  • Assists in the issuance of appropriate documents and assembling of policies
  • 4 - 6 years related work experience; experience in insurance industry preferred
4

Internship Assistant Underwriter Financial Lines Resume Examples & Samples

  • Analyze and assess client exposure data (including the review and analysis of audited financial statements), prepare pricing tools
  • To provide, structure and sort as necessary information and make the respective data entry for committee referrals in order to support the underwriting process
  • Ensuring that all information is entered on the respective underwriting, pricing and data storage systems and is kept up to date and accurate
  • Completed or working towards bachelor’s degree in Business Administration or equivalent
  • Prior experience in financial lines underwriting environment of advantage
  • Able to organize self-including effective scheduling, prioritization and time management skills, completing tasks to tight deadlines. Demonstrates a ‘can do’ attitude
  • Very good command of German and English, French would be a plus
5

Assistant Market Underwriter Resume Examples & Samples

  • Support delivery of a first class service and productivity (including schemes, portfolio transfers,) Promptly handle and positively resolve enquiries from brokers, customers and colleagues
  • Achieve targets to maintain productivity, quality and service standards
  • Undertake core underwriting activities, under supervision of a more senior underwriter
  • Ensure that accurate records are maintained and the prompt production of quality documentation, in accordance with guidelines
  • Ideally some Underwriting experience
  • Proactive and able to manage a varied workload
  • An interest in boats or previous insurance experience would be an advantage but is not essential
6

Assistant Underwriter Resume Examples & Samples

  • Meeting and where possible, exceeding brokers service expectations
  • Building relationships with key broker personnel to support business goals
  • Deliver high quality service to your Regions brokers
  • Deliver rate carry requirements for your areas of responsibility
  • Ensuring personal output is accurate and timely
  • Identify, own and manage the risks involved in running our business appropriate to my role, in line with the Direct Line Group risk framework
  • Experience or an understanding of the insurance industry
  • Awareness of agricultural market, agricultural motor insurance knowledge
7

Assistant Market Underwriter Resume Examples & Samples

  • Build relationships with brokers and customers
  • Ensure delivery of first class service and productivity (including schemes, portfolio transfers, DAAs and MGAs)
  • Implement agreed technical standards, controls, practices, procedures
  • Implement underwriting policy within areas of specialism
  • Negotiates where appropriate across our whole proposition, with support of local managers and senior underwriters
  • Handle a range of queries within agreed authority limits, providing information and advice to assist in the development of the account and maintain underwriting standards
  • Supports the effective coaching, development and training of assistant underwriters and trainee underwriters
  • Act as a source of underwriting knowledge
  • Handles team referrals within own authority limits
  • Participation in underwriting and schemes audits/reviews
  • Liaise with EDU’s to identify and maximise business opportunities
  • Underwrite and negotiate business within authority as appropriate and where directed by line manage
  • Qualitative and quantitative targets achieved
  • 2 A Levels at Grade E or above
  • Intends to progress towards professional qualifications
  • Clear understanding of basic underwriting principles and practice
  • Basic knowledge of the insurance market
  • Effective knowledge of Zurich propositions, including our Broker Alliance Programme
  • Knowledge of compliance and regulatory issues (such as Contract Certainty, Treating the Customer Fairly and Complaints Handling)
  • Good telephone skills
  • Good relationship and negotiation skills
  • Takes responsibility for personal and professional development
8

Assistant Commissioner Real Estate Finance Underwriter Resume Examples & Samples

  • Manages sizable economic development programs at the State and/or municipal level
  • Analyzes and evaluates the feasibility of complex financial proposals for major development projects, and coordinates project funding with a variety of lending institutions
  • Makes recommendations regarding City participation in private development projects to stimulate investment
  • Applies financial planning and commercial lending principles while making recommendations
  • Reviews pro forma and other project development budgets
  • Develops, implements, and monitors programs designed to improve and expand departmental services
  • Analyzes and evaluates program efficiency and recommends improvements for same
  • Directs and develops subordinate personnel responsible for executing programmatic objectives and policies
  • Establishes work priorities for unit
  • Ensures subordinates’ compliance with departmental rules
  • Apprises the Deputy Commissioner and Managing Deputy Commissioner and other departmental manages of the status of projects
  • Represents the department at conferences, meetings, and to the general public regarding the operations of the division
  • Oversees the preparation and implementation of contracts to which the division is a party
  • Graduation from an accredited college or university with a Bachelor’s degree in Business Administration, Public Administration, or a directly related field, supplemented by two years of progressively responsible managerial experience, or an equivalent combination of training and experience
9

Assistant Underwriter Resume Examples & Samples

  • Action renewal reviews on a daily basis to ensure appropriate terms are applied
  • Help resolve day to day underwriting queries and referrals from the call centre and claims departments via the phone and mailboxes in line with acceptance criteria and the underwriting philosophy, referring more complex cases to the Motor Underwriter
  • Undertake analysis of competitor products and prices to provide accurate information for reporting purposes
  • Participate in the handling of police enquiries in line with strict DPA guidelines
  • Action the late notified claims diary
  • Review and maintain the underwriting process guides including undertaking regular reviews of each process to ensure its efficiency and accuracy
  • Completion of underwriting project work as assigned by the Senior underwriter or Regional underwriting manager, ensuring that deadlines are met
  • Perform testing required for research purposes, aggregator mapping or new projects
  • The jobholder must be able to communicate effectively with staff that have varying levels of underwriting and car insurance experience
  • Must be able to work on own initiative and within own level of authority whilst maintaining close relationships with all underwriting teams
  • Must be able to demonstrate clear thought process taking into consideration the impact on the customer and the business and respond accordingly
  • Managing a high volume of work with conflicting priorities
  • Working to deadlines
  • Dealing with sensitive information
  • Technical motor insurance experience in an insurance company or broker
  • Self motivated with proactive approach
  • Must have excellent proven organisational skills
  • Must be PC literate, able to use word, excel and outlook to an excellent standard
  • Must be a self-motivated team player with the ability to work under pressure and juggle a number of responsibilities
  • Educated to A level standard or equivalent
10

Assistant Underwriter Resume Examples & Samples

  • Underwriting under the guidance of the class underwriter in accordance with individual underwriting authorities
  • Prepare individual cases for pricing and modelling, liaising with actuaries to deliver technical pricing to underwriter
  • Acting as the link between the Class Underwriter and Underwriting Assistant
  • Assist with the training and development of Underwriting Assistants in order to improve their knowledge and competence
  • Monitoring any quota share & facultative reinsurance purchasing
  • Ensuring all information entered on the Frame (underwriting computer system) is kept up to date and accurate, prompt processing of slips, aggregates, USM's, SCM’s, reinsurance orders
  • Ad-hoc research and project work to provide the Underwriters with information to make informed underwriting decisions
  • Producing full and accurate required data for the Monthly Underwriting Report, Renewal Diary
  • Producing full and accurate required data for the Monthly Underwriting Report, Aggregate Report, Renewal Diary, Peer Review, minutes of meetings
  • To provide information for the peer review in order to support the underwriting process
  • Supporting the underwriter by attendance and participation at internal and external client / broker meetings and representing the underwriter in his/her absence, taking responsibility for taking meeting notes and co-ordinating actions and follow-ups
  • Building and maintaining relations with brokers and clients to best serve the interests of XL Catlin
  • Ensuring the underwriter and/or Product Leader are kept fully aware of any key issues and developments
  • Limited scanning to assist with the administration of the cost centre
  • Using internal modelling systems to aid the underwriting process
  • Working with XL Catlin’s international offices to maximise business opportunities
  • Maintaining up-to-date knowledge of key insurance and Lloyd’s issues
  • Ensuring that, as a XL Catlin employee, you are representing the XL Catlin organisation in a professional and appropriate manner including adherence to all external and internal regulatory and statutory policies and procedures represent the underwriter in his/her absence
  • Interest and experience/background in animals, farming, animal disease or veterinary science. The role would suit a highly driven self-motivated individual, with a strong desire to challenge and deliver
  • The role would suit a highly driven self-motivated individual with a strong desire to challenge and deliver
  • Displays a resilient and adaptable style, proven track record of remaining calm in demanding circumstances, adjusting comfortably to changing conditions / priorities
  • Excellent attention to detail and a meticulous eye for identifying inaccuracies in data
  • Able to organise self, including effective scheduling, prioritisation and time management skills, completing tasks to tight deadlines
  • Experience of working within an Underwriting environment, preferably focussed on farm combined risks
  • Understanding of the compliance and regulatory requirements within Company and or Lloyd’s markets
  • Up-to-date appreciation of the technical requirements of the role e.g. an understanding of rating models
  • Demonstrable evidence of manipulating data clearly and accurately with the ability to extract & clearly articulate key points
  • Demonstrates excellent communication skills, a confident and articulate presenter to internal/external audiences, exercising appropriate discretion in dealing with all stakeholders
  • The role requires individuals of graduate calibre, preferably (but not essentially) with an Animal/Veterinary Science or Agricultural focus
  • The role requires individuals who are fully/part ACII qualified, or studying towards this qualification
11

Assistant, Group Underwriter Resume Examples & Samples

  • Adheres to documentation and reporting expectations
  • Applies established underwriting guidelines to increasingly complex new business specifications on non-experienced rated cases to determine eligibility and pricing while working within the defined authority level matrix and pricing targets
  • Develops and maintains internal relationships with assigned distribution offices
  • Escalates claims issues/concerns to senior team members (e.g. Sr. Administrator UW, Specialist, UW, Consultant, UW, etc.) and/or management
  • Obtains needed increasingly complex information by communicating effectively with internal/external stakeholders while maintaining a professional demeanor in all interactions
  • Recognizes issues or concerns for assigned area(s) of responsibility, explains effect on the customer's service experience and suggests process improvements
  • Prior experience in administrative support preferred
  • Intermediate proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  • 1 - 3 Years Group underwriting Life, STD, LTD and Dental experience(preferred)
12

Assistant Motor Underwriter Resume Examples & Samples

  • Help with the processing of underwriting audits and monitoring of referrals and overrides to ensure risk control measures and underwriting criteria are being adhered to
  • Investigate and deal with complaints relating to underwriting issues raised by customers directly or referred by call centre staff or the Customer relations department
  • Action referrals made by the Fraud Prevention team
  • Process SIRA referrals in line with risk control measures and guidelines
  • Deal with calls and post items received from customers in response to underwriting requests for further information
  • Previous motor insurance experience with esure
  • Authorised to use Delegated Authority
  • Clarity of thought and expression
  • High literacy and numeric ability
  • Must have good communication skills – at all levels using both written and verbal methods
  • Must be assertive when required
  • Must recognise the necessity of confidentiality
  • Be able to work to tight timeframes
  • Educated to A level standard
13

Commercial Assistant Underwriter Resume Examples & Samples

  • Insurance Rating
  • Underwriting data entry
  • New and Renewal information solicitation
  • Provide underwriting department with information required for new and renewal accounts
  • Fulfill brokers request for loss runs, copies of policies, copies of invoicing, etc
  • Agency support of general questions regarding renewal status, endorsement status, cancellation status, billing inquiries, commission questions, etc
  • Correspond and speak with brokers and underwriters in support of above
14

Assistant Underwriter Resume Examples & Samples

  • Preparing monthly reports
  • Entering information in to the systems (Pricing, Destiny IR, ReDoc)
  • Developing an internal network for facilitating the transfer of information and data between functions and departments in order to service the requirements of the underwriters and clients
  • Conducting pre-underwriting for renewals, handling endorsements on active business, conducting specific analyses for new business, and following up on the renewals
  • At least two years of experience within the insurance/reinsurance sector
  • Bachelor’s degree in Administration, Engineering or Economics
  • Ability to perform basic mathematic functions (add, subtract, multiply, divide) in all units of measure, using whole numbers, common fractions and decimals
  • Strong competency in MS Office applications: MS Outlook, MS Word and Excel required
  • Keen interpersonal skills and ability to establish and maintain effective working relations with internal and external colleagues
  • Willingness and capability to learn
  • Demonstrated attributes of attention to quality and detail, decision-making and problem-solving
  • Bilingual in Spanish and English required
15

Assistant Underwriter, Fine Art & Specie Resume Examples & Samples

  • Minimum of 1 year experience in Fine Art & Specie, or another London Specialty Market
  • Experience using DIVA and Genius
  • Working knowledge of the Fine Arts Market in both the US and Canada
  • Highly organized, detail and deadline oriented
  • Articulate in both written and verbal communication
  • Skilled at both composing and delivering presentations for brokers and executives
16

Senior Assistant Underwriter Resume Examples & Samples

  • Bachelor’s degree in Business or equivalent education and/or experience in the insurance industry
  • Have solid understanding of commercial lines rating procedures and elements for all lines of business and all states, prefer 5 plus years
  • Experience in supervising the work of others is preferred
  • Organizational and time management skills to meet time sensitive deadlines
  • General understanding of commercial property/casualty insurance
  • Ability to use word-processing and database software in an automated office environment
  • Knowledge of Microsoft Products, i.e. Outlook, Word and Excel
  • Solid aptitude for mathematical proficiency
  • Ability to work overtime hours when needed
  • Ability to work independently and able to make decisions on your own
17

Assistant Underwriter Resume Examples & Samples

  • Work with the Development Underwriter and take over the handling of the new business cases when acquired and deal with the case going forward on a day to day basis
  • Work with the servicing team in Leeds and maintain a weekly visit
  • Know the Key Performance Indicators and/or Service Level Agreements which apply to own role and works in accordance with these
  • Have an unwavering appetite for contacting brokers via the telephone (eg pre-renewal & during renewal negotiations seeking further opportunity to upsell/cross sell across our product range)
  • Assist other departmental staff in Leeds with their allocated workload at the behest of the senior management team, particularly in times of staff absence
  • Handle accounts queries liaising with brokers and Accounts team as appropriate
  • Liaise as required with Risk Management and Claims departments
  • Compile and provide statistics as required by Senior Underwriters
  • Understand coverage provided by the PEN Division
  • Identify and assess risks that are considered both ‘standard’ and ‘non-standard’ following own organisation’s underwriting procedures
  • Report complaints effectively in line with the companies complaints procedure in line with the Professional Standards Manual
  • Comply with underwriting authority and the AJG Professional Standards Manual in accordance with statutory requirements specifically in respect but not limited to data security and management of customer information
  • Knowledge of compliance requirements in accordance with Professional Standard Manual, specifically but not limited to data security, management of customer satisfaction, whistle blowing, conflict of interest policy and the complaints procedure
18

Assistant Underwriter Resume Examples & Samples

  • Prepare and present quotations to producers, work with producing channels to achieve production goals and maintain business progress report
  • Provide booking instruction, check policies and endorsements, complete underwriting filing documents in due course
  • Monitor loss ratio for responsible portfolio and implement necessary improvement measures
  • Good communication and interpersonal skills
  • Ability to work effectively under pressure and fast pace environment
  • Good command of English in writing, listening and speaking
19

Assistant Underwriter Resume Examples & Samples

  • Understand the strategy and financial targets of XL Catlin Insurance and those applicable to the WTPV business unit. You will be set appropriate individual targets and goals that support delivery of the business plan
  • You will support the analysis and underwriting of submissions falling within the business strategy and risk appetite. You will learn how to evaluate WTPV risks, assist in determining appropriate terms and conditions as well as how to price these using pricing tools. Interaction with other disciplines such as actuarial support, compliance and wordings is an integral part of this function
  • You will attend and support at meetings with clients and/or brokers and carry out additional research in preparation for or as a consequence of these interactions. As part of your daily role, frequent interaction with brokers and clients will be expected and this will include attendance at social functions which will be out of hours in some instances
  • Where granted, you must operate within your defined authority level which will be commensurate with your skills and knowledge of WTPV business. This authority will be periodically reviewed as your experience grows and you demonstrate the competence as well as confidence to exercise it
  • Deliver service excellence through effective collaboration with Underwriting, Risk, Operations and Claims departments and use your initiative to see opportunities to promote XL Catlin’s products
  • Be responsible for ensuring the accurate recording of high quality data in underwriting systems and learn how to analyse individual risk and portfolio performance to ensure the team’s financial objectives are met
  • A personal drive for excellence, a track record of exceeding expectations and a flair for innovation
  • Strong analytical skills with the ability to think quickly and innovatively working at all times in a disciplined manner
  • You will have good interpersonal skills and interest in business development
  • Ability to adapt quickly and easily to new conditions and requirements, externally in the market or internally within a changing organisation
  • A Bachelor’s degree (or equivalent)
  • Relevant professional designations or be progressing along the way to achieving such designations: You will expected to undertake professional studies where these are not already held commensurate with the roles and responsibilities of an underwriter
20

Assistant Underwriter Resume Examples & Samples

  • Bachelor’s degree or equivalent combination of education and work experience
  • Insurance experience in underwriting support with excess and surplus lines preferred
  • Sales & marketing experience preferred
  • Be technologically savvy and data driven
21

Assistant Underwriter Resume Examples & Samples

  • A minimum post-secondary school education or an equivalent combination of education and experience
  • Excellent oral and written communication skills; ability to interpret documents, reports, manuals and correspondence
  • Ability to exercise good judgment and display analytical thinking
  • Computer Proficiency - MS Word, MS Excel and Outlook,
  • Strong time management skills and the ability to effectively multitask
  • Excellent customer service / relationship building skills
22

Underwriter Admin Assistant Resume Examples & Samples

  • Provides services to agents and/or insured through initial contact and notifies appropriate underwriting staff of account activities
  • Maintains an activity log with account status for monthly management reports and provides updates as needed
  • Develops accounts-invoices, and sets up coding documentation and issuance
  • Analyzes quality and quantity of risks underwritten and prepares reports accordingly
  • Assists customer service in report development and general underwriting operations
  • Processing policies, endorsements and cancellations
23

Assistant Underwriter Resume Examples & Samples

  • Gather, analyze and evaluate risk exposure using available resources (e.g. application, survey reports, MVR’s, loss history, industry publications such as SAGE, Scopes, IRMI, and A.M. Best, and other information pertaining to business initiatives)
  • Respond to all inquiries in a timely manner on coverage and making policy adjustments based upon granted authority level on Garage and Commercial Property & Casualty lines of business. Take necessary measures to obtain information needed to finalize inquiries/transactions
  • Underwrite and process all manual insurance policies and policies less than $25,000, which includes applying knowledge of coverage forms, rating plans and guidelines in selection and pricing of individual risks, change requests, and open communication with internal and external customers. Ensure adequate pricing of individual risks through proper classification, ensuring accuracy of information and adherence to company underwriting standards and philosophy
  • Provide guidance to Agents and other departments regarding various underwriting information. Effectively communicate with agents. Reinforce the ease of doing business with MUSIC meeting or exceeding agent expectations and service quality on a consistent basis
  • Work within specific authority level to quote, accept, decline, modify and renew in accordance with accepted underwriting guidelines. Refer all outside of authority to the appropriate level
  • Apply knowledge and understanding of coverage forms, rating plans and guidelines in the selection and pricing of individual risks
  • Ensure adequate pricing of individual risks through proper classification, accuracy of information and adherence to company underwriting standards and philosophy
  • Processes or assists in the processing of renewal policies, endorsements, cancellations, reinstatements, reports, correspondence under the direction of assigned underwriters
  • 1-3 years of Commercial Lines experience
  • Garage experience preferred
  • Demonstrate proficiency in the usage of all supplied desktop tools; rating system and email
  • Demonstrate strong verbal and written communication skills
24

Assistant Operations Underwriter Resume Examples & Samples

  • Reviewing allocated cases and support underwriting decisions, following agreed processes at the designated authority level, in order to secure profitable business within the agreed risk appetite
  • Identifying non-standard or complex risks and escalating to more qualified colleagues to ensure they are handled appropriately
  • The issue of policy wordings or policy endorsements and input of data to computer systems in timely and accurate way
  • Establishing an effective relationship with Account Management colleagues and others
  • Contributing to the implementation of marketing activities, business development initiatives, etc. to increase overall revenue, ‘share of wallet’ and business mix in line with agreed Account Plans
  • Accessing senior direction and support as appropriate
  • Developing a trusted, deep and long term relationship with their colleagues to help generate, progress and close new, up selling and cross selling business opportunities
25

Assistant Trading Underwriter Resume Examples & Samples

  • Supporting more qualified colleagues in the handling of non-standard cases in line with established standards, procedures and guidance provided
  • Establishing an effective relationship with their Account Management colleagues and others
  • Contributing to technical audits and peer review processes as required to support and enable the maintenance of an effective control environment
  • Contributing to the production of new policy wordings or reviews of existing policy wordings to ensure policy documentation is current and accurate
  • Supporting an agreed portfolio of Accounts in order to maximise profitable revenue potential from new and renewal business and achieve agreed business targets
  • Contributing to the implementation of marketing activities, business development initiatives, etc to increase overall revenue, ‘share of wallet’ and business mix in line with agreed Account Plans
  • Promptly identify and escalating those more complex cases to more qualified colleagues and work with them to deliver an outstanding service to the broker/client
  • Developing a trusted, deep and long term relationship with their colleagues to generate, progress and close new, up selling and cross selling business opportunities
  • Being aware of and adhering to our regulatory framework at all time
26

Assistant Underwriter Resume Examples & Samples

  • Be aware of the annual business plan for the portfolio and its context to be able to make decisions appropriately
  • Contribute, as required, to the planning process through research and project work
  • Adhere to underwriting standards, instructions and good practice to minimise risk and maximise efficiency
  • Contribute to recording and measurement of insurance risks to ensure accuracy and good practise
  • Develop and maintain strong relationships with stakeholders including customers, brokers, business partners and colleagues, to maximise influence
  • Develop a knowledge of market dynamics and market cycles to be able to operate effectively and appropriately
  • Meet business objectives, including
27

Assistant Underwriter Resume Examples & Samples

  • Underwriting: Underwrite terms and conditions and establish pricing for new and renewal business by gathering, reviewing, and analyzing account information. Achieve consistent satisfactory internal/external audit results by adhering to underwriting guidelines, regulatory and rating guidelines. Effectively communicate with underwriting, actuarial, legal, underwriting service department (USD) and claims staff to ensure profitability of accounts. Maintain and service a book of business by analyzing endorsement requests, participating in large loss and customer account team meetings, audits and provide top quality customer service to brokers and cedants
  • Business Development: Participate in the strategic planning and implementation of business development activities including but not limited to: identification of key brokers and markets; participation in activities/events with internal broker/client visits; completion and implementation of action plans from marketing activities; and accompany underwriters on broker/client visits as needed
  • Two or more years of underwriting, actuarial or related insurance experience
  • Bachelors’ degree in Economics / Finance, or Business, preferred but not required
  • Collaboration skills with the ability to establish and maintain effective working relations with internal and external colleagues
  • Handle responsibilities with integrity and the highest standards of professionalism
  • Willingness to travel up to 20%