Underwriter Assistant Resume Samples
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Underwriter Assistant Resume Samples
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PE
P Ebert
Pascale
Ebert
5534 Orin Streets
Phoenix
AZ
+1 (555) 757 8998
5534 Orin Streets
Phoenix
AZ
Phone
p
+1 (555) 757 8998
Experience
Experience
Chicago, IL
Underwriter Assistant
Chicago, IL
Ankunding-Turner
Chicago, IL
Underwriter Assistant
- Handle pre-renewal activity to include preparing & mailing renewal letters
- Gather and organize information and reports (e.g., loss runs) that support the underwriting decision
- Quality control of underwriting documents and timely completion of policy and endorsement issuance
- Gather, organize and record information supporting the underwriting decision
- Handle claims cover requests in respect of missing vehicles or insured premises
- Administrative duties, binding and invoicing new and renewal accounts
- Computerized rating program knowledge
present
Chicago, IL
Underwriter Assistant
Chicago, IL
Bogan-Kshlerin
present
Chicago, IL
Underwriter Assistant
present
- Prepare midterm adjustments for sign off, invoicing and producing policy documentation
- Provide administration support to underwriters in accordance with agreed service levels
- Performs administrative duties and handles calls for the department
- Provide prompt and professional service to facilitate the processing of business
- Confirmation rating worksheets are accurate and match premiums quoted
- Filing, scanning and archiving
- Administrative functions and problem solving for claims, operations and accounting
Education
Education
Associate’s Degree
Associate’s Degree
Central Michigan University
Associate’s Degree
Skills
Skills
- Ability to follow mandated guidelines
- MS office and other relevant IT systems proficiency
- Attention to detail
- Good communication and interpersonal skills with clients and colleagues
- Assist other departmental staff with their allocated workload at the behest of the senior management team, particularly in times of staff absence
- Deal with bordereau issues & MID queries
- Update systems with broker changes
- Filing, scanning and archiving
- Carry out diary chasers
- Prepare midterm adjustments for sign off, invoicing and producing policy documentation
9 Underwriter Assistant resume templates
Read our complete resume writing guides
1
Underwriter Assistant Resume Examples & Samples
- Quality control of underwriting documents and timely completion of policy and endorsement issuance
- Administrative duties, binding and invoicing new and renewal accounts
- Confirmation rating worksheets are accurate and match premiums quoted
- May underwrite smaller accounts or lines of coverage within their designated authority levels and under supervision of an underwriter
- Minimum 2 -3 years of related experience, preferably with a background in HazMat Trucking
- Computerized rating program knowledge
- Strong understanding of insurance concepts, practices and procedures within the insurance industry
- Proven ability to work independently in a production based environment focused on service and quality
- Strong organization and prioritization skills. Works well in a team environment
- Proficiency in Microsoft Word, Excel and Outlook
- Experience working in a paperless environment preferred
2
Underwriter Assistant Resume Examples & Samples
- Provide assistance as required by the underwriting unit to support renewal and new business activities
- Administrative functions and problem solving for claims, operations and accounting
- Gather and organize information and reports (e.g., loss runs) that support the underwriting decision
- Successfully communicates verbally and in writing with internal and external stakeholders, including employees, brokers and insurance carrier staff
- Minimum 2 -3 years of insurance experience in a CSR or underwriting assistant role
- Strong understanding of insurance concepts, practices and procedures
- Must be detail and team oriented
- Ability to demonstrate proficiency in Microsoft Word, Excel and Outlook
- Word merge fields formatting experience a plus
3
Underwriter Assistant Resume Examples & Samples
- Process policy transactions timely and accurately
- Binding and invoicing new and renewal accounts
- Provide prompt and professional service to facilitate the processing of business
- Gather, organize and record information supporting the underwriting decision
- Handle pre-renewal activity to include preparing & mailing renewal letters
- Performs administrative duties and handles calls for the department
- Minimum 3 – 5 years’ experience as an underwriter assistant preferably with environmental or casualty insurance
- Strong understanding of insurance concepts, underwriting practices and procedures
- Team player with excellent oral and written communication skills are a must
- Proven ability to work in a production based environment focused on service and quality
- Proficiency with Microsoft Excel, Word, Outlook
- Background working in a paperless environment preferred
4
Underwriter Assistant Resume Examples & Samples
- Ability to work in a fast paced, high volume environment
- Review AUS Findings (DU/LP) to verify all applicable documentation has been gathered and addressed
- Verify that credit documents (1003, Residency, Income, Assets and Liabilities) are accurate
- Review third party documents (Appraisal, Title, etc.) to ensure salability of loan
- Keep up to date on all company policy and procedure
- Excellent disposition, mindset, communication skills and work ethic
- Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment
- Strong listening, problem solving skills and out of box thinking
- College degree or applicable business experience
- Minimum 6 months working in the mortgage industry
- Excellent data entry skills and PC skills
- Strong verbal and written communication skills are necessary
- Familiarity with all loan documentation recommended, but not required
5
Underwriter Assistant Resume Examples & Samples
- Must have excellent Microsoft office skills (Excel, Word, Access) to work in spreadsheets and with insurance premium raters
- Must be very organized and able to work with speed and accuracy in a demanding environment
- Ability to effectively support underwriters and manager to deliver superior service to our customers
- Insurance knowledge/terminology a plus
6
Underwriter Assistant Resume Examples & Samples
- Assess renewal submission from brokers for rate indications
- Facilitate proposal and bind order in timely manner
- Manage submission and tracking with underwriters
- Flood insurance or an insurance background is preferred but not required. Attention to detail, customer service skills, adaptable to a face paced environment
7
Underwriter Assistant Resume Examples & Samples
- Provide administration support to underwriters in accordance with agreed service levels
- Handle claims cover requests in respect of missing vehicles or insured premises
- Issue and control of motor certificates
- Issue renewal invitations
- Assist underwriting teams with various administration duties as required
- Liaise as required with Accounts and Claims departments
- Deal with bordereau issues & MID queries
- Update systems with broker changes
- Responsible for post duties such as opening, franking and collection as required
- Filing, scanning and archiving
- Carry out diary chasers
- Prepare midterm adjustments for sign off, invoicing and producing policy documentation
- Assist other departmental staff with their allocated workload at the behest of the senior management team, particularly in times of staff absence
- Chartered Insurance Institute qualification FIT (Foundation Insurance Test Certificate) desirable
- Educated to GCSE standard or equivalent
- Basic knowledge of general insurance and underlying legal principles and practices, especially London Market / Lloyd’s and Industry databases e.g. MID (Motor Insurance Database)
- Basic understanding of technology required to transact business
- Basic knowledge and understanding of Underwriting/Insurance in other positions
- Client focussed ensuring a connected service
- Effective communication skills with colleagues during account cycles
- Attention and accuracy in written communication
- Takes accountability of managing risk and safe-guards own role remit
- Identify potential problems and seek advice/consultation when required
- Good communication and interpersonal skills with clients and colleagues
- Can identify potential risk/issues and seek advice/consultation when required
- Takes initiative with a ‘can do’ attitude
8
Underwriter Assistant Resume Examples & Samples
- Respond to department emails
- Assist Underwriters with loan files (logging conditions, running AUS, submitting to PMI, etc.)
- Analyze / examine loan conditions and clear them if no Underwriter oversight will be required
- Review income/asset docs and credit reports to insure compliance with guidelines
- Answer phone calls; communicate status with branch personnel
- Prepare and submit packages for non-delegated loans to appropriate agency (PMI, USDA, Bond Agencies, Jumbo Investors, etc.)
- Request appraisal support where requested by Underwriter (AVM’s, desk reviews, etc.)
- Review and purge old files
- Order office supplies
- Any other related tasks as assigned by manager
