Underwriting Assistant Resume Samples

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V Erdman

Vernie

Erdman

994 Vergie Neck

Detroit

+1 (555) 238 4270

994 Vergie Neck

Detroit

Phone

p +1 (555) 238 4270

Experience Experience

Philadelphia, PA

Underwriting Assistant

Philadelphia, PA

Bergstrom and Sons

Philadelphia, PA

Underwriting Assistant

Updates spreadsheets and creates management reports in accordance with the office procedures
Work with underwriting team to make decisions about home quality and insurance to value issues
Inputs data into RMS RiskBrowser for both catastrophe management as well as improve underwriting decisions
Assist Manager in quarterly PML and portfolio reviews
Manage status of statutory coverage acceptance/rejection (TRIA)
Occasionally work with home inspection vendors to order, cancel or modify inspection reports
Provide support to field underwriters in the use and problem resolution in areas of catastrophe modeling (RMS)

Los Angeles, CA

Underwriting Assistant, Commercial Insurance

Los Angeles, CA

Cruickshank-Feil

Los Angeles, CA

Underwriting Assistant, Commercial Insurance

Ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions may be quotes, new business, endorsements, cancellations or renewals
Technical competence in underwriting/rating systems
Intermediate level of knowledge of property and/or casualty insurance coverages, rating procedures, rating plans and systems/workflow
Initiates and responds promptly to telephone and written inquires about processing, policy changes requests, billing status, new applications, and ratings
Sets up various post-sale account services with other departments, including identifying contacts for the policyholder, initiating the issuing process and advising the Claims department of the coverage written so they can prepare for incoming claims, etc
Prepares renewals, new business and endorsement requests for the underwriter by gathering and evaluating exposure data (credit information, claims history, statements of values, payroll, fleet lists, etc.), identifying rates for various coverage options, and entering information into databases
Prepares clear, accurate policy writing and billing instructions for business policy production and verifies the policy was produced accurately and on time

present

Chicago, IL

Senior Underwriting Assistant

Chicago, IL

Zboncak, Torp and Rau

present

Chicago, IL

Senior Underwriting Assistant

present

Evaluates policies, processes procedures and may recommend changes to management to improve productivity, reduce expense and/or enhance customer service
Develops strong working relationships with internal team
Manages data collection and data entry into pricing models
Performs initial screening and analysis of prospective cases
Makes sound decisions and logical assumptions in the absence of complete information
Participates in underwriting projects as assigned by manager
Keeps the underwriting files properly documented and organized with accurate, clear and complete information

Education Education

Bachelor’s Degree in Proficiency Using Internet

Ohio University

Bachelor’s Degree in Proficiency Using Internet

Skills Skills

Performs initial screening and analysis of prospective cases
Makes sound decisions and logical assumptions in the absence of complete information
Manages data collection and data entry into pricing models
Handles high volume of quotes while adhering to quality and timeliness standards
Operates in a test and learn environment and adapts quickly to change
Develops strong working relationships with internal team
Participates in underwriting projects as assigned by manager
Ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions may be quotes, new business, endorsements, cancellations or renewals
Prepares renewals, new business and endorsement requests for the underwriter by gathering and evaluating exposure data (credit information, claims history, statements of values, payroll, fleet lists, etc.), identifying rates for various coverage options, and entering information into databases
Prepares clear, accurate policy writing and billing instructions for business policy production and verifies the policy was produced accurately and on time

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15 Underwriting Assistant resume templates

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Underwriting Assistant Resume Examples & Samples

Understand and contribute to rating, information collection and workflow improvements
Support the reporting, monitoring and tracking needs of the work unit
Contribute to focused project responsibilities designed to enhance and advance the core underwriting process
Timely, efficient and effective management of all information necessary to UW function (e.g. proposals, renewals, NBOC and New Submissions)
Ensure that prospect packages are appropriately organized into files, logged and distributed to Underwriters in a timely manner
Review case specific census information for completeness. Partner with the field to obtain missing census information
Prepare requests for ordering of financial/statistical reports required by Underwriters or Field Personnel
Efficient ordering, tracking and returns of all files that support the underwriting process within the work unit. Maintaining the relationships with outside storage vendors
Prepare manual rates for prospects, New Submissions and renewals as well as NBOC’s
Support Field Personnel with all requests pertaining to experience reports, SIC assignments, and any other appropriate requests
Prepare monthly renewal lists for each block of business and ensure that data is requested by the field for specific cases
Process pre-approved NBOC”s and complete NORA and GPC functions
2 years experience in the insurance industry preferred
Proficient data entry skills
Good Interpersonal Skills
Mathematical aptitude
Proven collaboration/team player mindset
Bias towards customer service
Demonstrated accuracy with PC skills (excel) and ability to manoeuvre through many systems applications designed to support underwriting decision making
Prioritization skills: ability to manage multiple talks concurrently
Demonstrated the ability to be a self starter and problem solver with the ability to work independently
Solid communication skills, both verbal and written

Collateral Underwriting Assistant Resume Examples & Samples

Minimum 2 years administrative support experience in a busy operations environment
1 year of Mortgage Banking experience preferred
Mortgage industry experience preferred
Must be able to meet tight deadlines
Must be able to multi-task and prioritize workflow needs
PC skills (high level of proficiency in MS Word, Excel); good knowledge of Outlook, and PowerPoint)
Must be customer service oriented

Receptionist / Underwriting Assistant Resume Examples & Samples

2 -4 years of related work experience, basic knowledge of commercial insurance is preferred
Must possess excellent verbal and written communication skills, as well as proficiency with Microsoft Word and Excel
Must have excellent organization and prioritization skills, attention to details and a high level of accuracy

Commercial Underwriting Assistant Resume Examples & Samples

Supporting the senior underwriting team, delivering administrative support within agreed timeframes and SLA's
Liaising with external clients and brokers
Planning and prioritising workload, and also recognising and rectifying quality or compliance issues
Acting on audit results and agreeing action plans to rectify with the senior team
Renewing busness in line with current processes and underwriting strategy and guidelines
Achieving new business and retention targets
Identifying and recommending improvements to processes
Perform other admin duties to include but not limited to - switchboard, photocopying, post duties, visitor management, catering requests and travel requests

Mortgage Banking Underwriting Assistant Resume Examples & Samples

High school diploma or equivalent is required; business degree preferred
1 year of mortgage banking experience preferred. 2 years experience working in an administrative or support role
Microsoft Office experience a must with high level of proficiency in excel and word

Underwriting Assistant Resume Examples & Samples

Create and maintain loan files
Distribute loan files to the Underwriting Department
Pull and reconcile team reports
Process incoming customer faxes
Distribute customer documents to the Underwriting Department
Good PC skills (basic knowledge of MS Word, Excel and Powerpoint)
Knowledge of general office procedures (e.g., filing, correspondence, scheduling)
Good oral and written communication skills
Up to one year of clerical and customer service experience

Mortgage Lending Underwriting Assistant Resume Examples & Samples

Responsible for analyzing all files submitted to Underwriting for regulatory compliance items as instructed and for efficiently assigning files to Underwriters for review
Develop and maintain a strong understanding of requirements for all mortgage lending products, policies, processes, and required documentation for Government-Sponsored Enterprise (GSE), Federal Housing Administration (FHA), Veterans Affairs (VA), United States Department of Agriculture (USDA) and portfolio products
Verify and place orders for Private Mortgage Insurance, as needed
Conduct proactive and effective pipeline management through efficient assignment of files in accordance with performance standard expectations
Completion of Mortgage Lending associate training within required timeframe
Basic knowledge of other bank services and products

Commercial Insurance Underwriting Assistant Resume Examples & Samples

Extend customer assistance to both internal and external customers through processing commercial policy servicing requests to include Rating, Renewals, and Endorsements
Address departmental workflow requests submitted via email and fax while assigning/distributing tasks to the appropriate individual based on nationwide territory assignments
Communicate effectively with colleagues and our internal partners via written correspondence regarding Commercial Insurance inquiries
Daily periodic report creation attributed to individual and team work volumes in adherence to departmental servicing objectives
Research requests from 3rd Party Vendors to provide direction and generate Change in Terms Notifications
Miscellaneous and other various tasks deemed necessary to meet customer/client requirements

Underwriting Assistant, Global Corporate, RC Resume Examples & Samples

High School Diploma or Equivalent and 2 or more years of experience in the Claims or Premium Audit or Risk Management or Underwriting or Underwriting Operations area within the Insurance industry
Excellent customer service orientation and communication skills
Organizational, prioritization, and multi-tasking skills
Mastery of processing, rating and policy issuance systems
Excellent problem-solving skills
Experience with data collection and analysis
Experience working in a high-volume, production environment

Senior Underwriting Assistant Resume Examples & Samples

Ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions may be quotes, new business, endorsements, cancellations or renewals
Screen transactions to determine proper processing. Refer to underwriters those transactions that require their attention; complete transactions directly if within delegated authority limits
Provide timely and professional customer service to agents to facilitate the processing of business. Communicate as needed with agents to obtain information needed to complete screening and transactions, etc. Contribute to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, etc, and explaining new or revised products and processes
Order and screen miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc
High School diploma, or equivalent
Technical competence in underwriting/rating systems
Rating and entry expertise in multiple Commercial Lines preferred, Worker's Comp, Auto, package a plus
In-depth knowledge of underwriting guidelines for the transactions within authority limit (renewals, endorsements, cancellations, etc.)
Must have mathematical skills and the ability to interpret and execute underwriting instructions accurately; be detail oriented with good follow-through skills
Working knowledge of PCs and software applications. Proficient keyboard skills
Good communication skills, both oral and written, are essential

Agribusiness Underwriting Assistant Resume Examples & Samples

Ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions may be quotes, new business, endorsements, cancellations or renewals
Screen transactions to determine proper processing. Refer to underwriters those transactions that require their attention; complete transactions directly if within delegated authority limits
Provide timely and professional customer service to agents to facilitate the processing of business. Communicate as needed with agents to obtain information needed to complete screening and transactions, etc. Contribute to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, etc, and explaining new or revised products and processes
Order and screen miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc
High School diploma, or equivalent
Technical competence in underwriting/rating systems
Rating and entry expertise in multiple Commercial Lines preferred, Worker's Comp, Auto, package a plus
In-depth knowledge of underwriting guidelines for the transactions within authority limit (renewals, endorsements, cancellations, etc.)
Must have mathematical skills and the ability to interpret and execute underwriting instructions accurately; be detail oriented with good follow-through skills
Working knowledge of PCs and software applications. Proficient keyboard skills
Good communication skills, both oral and written, are essential

Underwriting Assistant Resume Examples & Samples

Ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions may be quotes, new business, endorsements, cancellations or renewals
Screen transactions to determine proper processing. Refer to underwriters those transactions that require their attention; complete transactions directly if within delegated authority limits
Provide timely and professional customer service to agents to facilitate the processing of business. Communicate as needed with agents to obtain information needed to complete screening and transactions, etc. Contribute to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, etc, and explaining new or revised products and processes
Order and screen miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc
High School diploma, or equivalent
Technical competence in underwriting/rating systems
Rating and entry expertise in multiple Commercial Lines preferred, Worker's Comp, Auto, package a plus
In-depth knowledge of underwriting guidelines for the transactions within authority limit (renewals, endorsements, cancellations, etc.)
Must have mathematical skills and the ability to interpret and execute underwriting instructions accurately; be detail oriented with good follow-through skills
Working knowledge of PCs and software applications. Proficient keyboard skills
Good communication skills, both oral and written, are essential

Senior Underwriting Assistant Resume Examples & Samples

Performs initial screening and analysis of prospective cases
Identifies key information necessary for risk analysis and pricing and effectively communicates business need
Makes sound decisions and logical assumptions in the absence of complete information
Manages data collection and data entry into pricing models
Handles high volume of quotes while adhering to quality and timeliness standards
Operates in a test and learn environment and adapts quickly to change
Develops strong working relationships with internal team
Participates in underwriting projects as assigned by manager
Bachelor's Degree preferred
Good mathematical, oral and written communication skills
Intermediate MS Excel skills
Keen attention to detail and accuracy
Ability to work independently and as part of a group

Underwriting Assistant, Commercial Insurance Resume Examples & Samples

Ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions may be quotes, new business, endorsements, cancellations or renewals
Screen transactions to determine proper processing. Refer to underwriters those transactions that require their attention; complete transactions directly if within delegated authority limits
Provide timely and professional customer service to agents to facilitate the processing of business. Communicate as needed with agents to obtain information needed to complete screening and transactions, etc. Contribute to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, etc, and explaining new or revised products and processes
Order and screen miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc
High School diploma, or equivalent
Technical competence in underwriting/rating systems
Rating and entry expertise in multiple Commercial Lines preferred, Worker's Comp, Auto, package a plus
In-depth knowledge of underwriting guidelines for the transactions within authority limit (renewals, endorsements, cancellations, etc.)
Must have mathematical skills and the ability to interpret and execute underwriting instructions accurately; be detail oriented with good follow-through skills
Working knowledge of PCs and software applications. Proficient keyboard skills
Good communication skills, both oral and written, are essential

Underwriting Assistant, Public Entity Resume Examples & Samples

Ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions may be quotes, new business, endorsements, cancellations or renewals
Screen transactions to determine proper processing. Refer to underwriters those transactions that require their attention; complete transactions directly if within delegated authority limits
Provide timely and professional customer service to agents to facilitate the processing of business. Communicate as needed with agents to obtain information needed to complete screening and transactions, etc. Contribute to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, etc, and explaining new or revised products and processes
Order and screen miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc
High School diploma, or equivalent
Technical competence in underwriting/rating systems
Rating and entry expertise in multiple Commercial Lines preferred, Worker's Comp, Auto, package a plus
In-depth knowledge of underwriting guidelines for the transactions within authority limit (renewals, endorsements, cancellations, etc.)
Must have mathematical skills and the ability to interpret and execute underwriting instructions accurately; be detail oriented with good follow-through skills
Working knowledge of PCs and software applications. Proficient keyboard skills
Good communication skills, both oral and written, are essential

Underwriting Assistant, Excess Casualty Resume Examples & Samples

Claims Made
Bermuda Form/Integrated Occurrence
Custom-written coverage specific to a particular risk or class
Prepare new business and renewal underwriting tools for underwriter evaluation, including validation and documentation of surplus lines licenses
Completes initial risk evaluation, helping underwriter identify manuscript forms and need for internal partner engagement; reviews losses and submission, noting missing information and summarizing key points
Stages proposal based on standard operating procedures; ensures that state-required and department-required endorsements are included at all times
Completes post-sale account services with internal partners, identifying contacts at broker and policyholder; initiates the policy issuance and billing processes
Ensures that policies are issued exactly as called for in the proposal – before they are sent to the broker and customer
Documents the underwriting file and coordinates account maintenance
Coordinates internal partners, including loss control and claims, in partnership with the underwriter
Maintains form library and ensures that organization and labeling enable efficient and effective coverage selection
Monitors accounts coming up for renewal, ensuring that conditional renewal notices are sent timely
Completes account research to inform the risk taking decision
Owns the process: coordinates and manages the entire administrative process from submission intake to renewal and everything in between; makes changes to the process (with manager and underwriter buy-in) to optimize productivity, reduce expense, and/or enhance customer service
Accuracy/attention to detail
Intermediate level of knowledge of property and/or casualty insurance coverages, rating procedures, and systems/workflow
Effective written and interpersonal skills (including listening, working effectively with others, communicating effectively, etc.)
Focus on internal and external customers – meeting or exceeding the business need
Planning and organizing work
Adaptability
Decision making; as normally acquired through a high school degree and 2 or more years of related work experience

Underwriting Assistant, Excess Casualty Resume Examples & Samples

Prepares renewals, new business and endorsement requests for the underwriter by gathering and evaluating exposure data (credit information, claims history, statements of values, payroll, fleet lists, etc.), identifying rates for various coverage options, and entering information into databases
Prepares clear, accurate policy writing and billing instructions for business policy production and verifies the policy was produced accurately and on time
Sets up various post-sale account services with other departments, including identifying contacts for the policyholder, initiating the issuing process and advising the Claims department of the coverage written so they can prepare for incoming claims, etc
Initiates and responds promptly to telephone and written inquires about processing, policy changes requests, billing status, new applications, and ratings
Keeps the underwriting files properly documented and organized with accurate, clear and complete information
Acts as a resource to less experienced employees by answering questions, helping solve problems, and assisting with orientation, training and ongoing development
Participates in stewardship meetings and production calls as directed by the underwriter
Evaluates policies, processes procedures and may recommend changes to management to improve productivity, reduce expense and/or enhance customer service

Underwriting Assistant, Large Construction Resume Examples & Samples

Partners with underwriter in developing and maintaining a book of business by performing various pre-underwriting activities -- often for more complex and larger accounts -- such as reviewing requests for proposals (RFPs), gathering data (exposures, credit information, claims history, payroll, fleet lists, etc.), identifying or verifying rates for coverage options, and entering information into databases
Sets up various post-sale account services with other departments, including identifying contacts for the policyholder, providing policy-writing instructions to others, initiating the issuing process and advising Claims of the coverage written so they can prepare for incoming claims, etc
Develops and maintains effective business relationships with internal and external clients (underwriters, agents, brokers & policyholders); responds promptly to telephone and written inquires about processing, policy changes requests, billing status, new applications, and ratings. Serves as the primary contact in the underwriters absence
Maintains and applies an advanced knowledge of the book of business, current state rules, regulations, forms, processes, systems and rate changes for products. Stays current on changes to policies, processes, and procedures
Acts as a resource to less experienced employees by answering questions, helping solve problems, and assisting with orientation, training and ongoing development
Evaluates procedures and recommends changes to management to improve productivity, reduce expense and/or enhance customer service

Underwriting Assistant Resume Examples & Samples

Gathers and organizes information to prepare new and renewal policy/account files for underwriter review and direction in accordance with company underwriting guidelines and standards. This may include, but is not limited to, setting up folders; preparing and completing account summary worksheets; completing Underwriting Spreadsheet; loss rating; P&L; company selection forms; schedule rating worksheets and printing for underwriting files and preparing underwriting documentation package for bound accounts
Reviews new/renewal submissions for necessary underwriting data and follows up with broker for missing information
Conducts internet searches to secure appropriate client information including Dun and Bradstreet Reports and/or financial statements, insured profile to assist underwriters
Inputs data into RMS RiskBrowser for both catastrophe management as well as improve underwriting decisions
Maintains various account databases (PIP, submission log, marketing, etc.) to ensure up to date information and status updates in Submission logs and/or PIP. Update loss history to ensure all systems accurately reflect updated account information/documentation in accordance with company underwriting guidelines
Provides timely and professional customer service to internal and external customers including Underwriters; Operations staff; Agents and Brokers; to facilitate the processing of business and to ensure excellent customer service to our accounts and prospects. Responds to brokers service requests for loss runs, endorsements, etc.; ensuring all appropriate documentation is received (i.e. signed statements of values ; signed terrorism rejection forms; obtaining copies of underlying policies for umbrella and excess policies); troubleshooting for transaction processing issues with Operations Department and researching and assisting in resolving telephone and written inquiries generated from internal and external customers (i.e. policy/account status, rating and billing issues, etc.)
Orders Risk Engineering reports as necessary based on underwriting criteria and follows-up on recommendations to ensure compliance to MSIG risk management standards
Manage status of statutory coverage acceptance/rejection (TRIA)
Manages the department diary system to ensure completion of miscellaneous underwriting department functions
Completes miscellaneous projects as required

Commercial Underwriting Assistant Resume Examples & Samples

Good attention to detail
Previous background within insurance (commercial experience would be preferable)
Previous underwriting experience would be beneficial but is not essential

Middle Market Underwriting Assistant Supervisor Resume Examples & Samples

Promotes an environment of continuous improvement, collaboration and partnership applies Liberty Mutual Systems (LMS) principles to improve customer relationships, quality and work processes
Ensures that the unit develops and maintains effective business relationships with underwriters, internal partners and external clients; fosters and environment of collaboration and partnership with peers, Distribution, Underwriting, Claims and other areas
Ability to get work done through others (delegate),
Communicate effectively (including listening, writing clearly, giving constructive feedback, etc.), get support from above, plan/organize work, analyze and solve problems, focus on the larger picture

Senior Underwriting Assistant Resume Examples & Samples

Prepares renewals, new business and endorsement requests for the underwriter by gathering and evaluating exposure data (credit information, claims history, statements of values, payroll, fleet lists, etc.), identifying rates for various coverage options, and entering information into databases
Prepares clear, accurate policy writing and billing instructions for business policy production and verifies the policy was produced accurately and on time
Sets up various post-sale account services with other departments, including identifying contacts for the policyholder, initiating the issuing process and advising the Claims department of the coverage written so they can prepare for incoming claims, etc
Initiates and responds promptly to telephone and written inquires about processing, policy changes requests, billing status, new applications, and ratings
Keeps the underwriting files properly documented and organized with accurate, clear and complete information
Acts as a resource to less experienced employees by answering questions, helping solve problems, and assisting with orientation, training and ongoing development
Participates in stewardship meetings and production calls as directed by the underwriter
Evaluates policies, processes procedures and may recommend changes to management to improve productivity, reduce expense and/or enhance customer service

Underwriting Assistant, P&C Programs Resume Examples & Samples

Processes endorsement requests, cancellations and reinstatements, generates invoices and handles accounting issues, processes claims
Rates and provides quotes as directed by Underwriting Manager
Researches and resolves accounting discrepancies
Takes independent action, following corporate guidelines and MGA instruction, in the negotiation and agreements of accounts
Resolves backlog and/or processing issues for program companies and within corporate structure
Establishes and maintains business relationships with principles and key production and/ or marketing personnel in agencies and with underwriters with whom we have contracts
At management's direction, perform other duties that are not specifically set forth but inherent to the wholesale brokerage business
Minimum of three years of insurance related experience
Strong analytical and judgment skills; excellent problem solving ability

National Accounts Underwriting Assistant Resume Examples & Samples

Ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions may be quotes, new business, endorsements, cancellations or renewals
Screen transactions to determine proper processing. Refer to underwriters those transactions that require their attention; complete transactions directly if within delegated authority limits
Provide timely and professional customer service to agents to facilitate the processing of business. Communicate as needed with agents to obtain information needed to complete screening and transactions, etc. Contribute to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, etc, and explaining new or revised products and processes
Order and screen miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc
High School diploma, or equivalent
Technical competence in underwriting/rating systems
Rating and entry expertise in multiple Commercial Lines preferred, Worker's Comp, Auto, package a plus
In-depth knowledge of underwriting guidelines for the transactions within authority limit (renewals, endorsements, cancellations, etc.)
Must have mathematical skills and the ability to interpret and execute underwriting instructions accurately; be detail oriented with good follow-through skills
Working knowledge of PCs and software applications. Proficient keyboard skills
Good communication skills, both oral and written, are essential

Commercial Underwriting Assistant Senior Resume Examples & Samples

Rate, code and enter required information for quotes, new and renewal business and change work for all lines of business and multi-states. Support the region’s business insurance book of business while delivering timely and accurate product to underwriters and agents
Prepare new business, renewals and change requests for review by the business insurance underwriter when such items are beyond the incumbent’s authority
Strong ability to investigate and collaborate with others to propose solutions to problems; take ownership for a successful resolution; actively participates in team discussions and problem solving
Maintain necessary business insurance manuals and/or other reference materials in order to appropriately process assigned work
5 or more years experience in personal or commercial processing
Intermediate math skills
Detailed knowledge and expertise of all State Auto business insurance processing systems

Commercial Underwriting Assistant Resume Examples & Samples

Rate, code and enter required information for quotes, new and renewal business and change work. Perform other entry work required to support the region’s business insurance book of business
Process all business insurance transactions including quotes, new and renewal business, endorsements and miscellaneous items in accordance with established underwriting guidelines and department productivity, quality and service objectives
May be called upon to perform additional duties as directed by the Business Underwriting Support Supervisor
One to four years experience in personal or commercial processing
Basic math skills
IIA insurance specialty and designation desirable

Associate Underwriting Assistant Resume Examples & Samples

Assist underwriters in new business development and renewal retention by ensuring proper risk selection through appropriate pre-qualification standards, identify/gather relevant account information to quote and/or bind the policy)
Prepares underwriting/pricing models (i.e., exposures, experience rating, profit and loss analysis, updated account information, etc.)
Collaborating closely with Underwriters, Product Management, Legal and Regulatory as necessary to perform pre-bind activities and to confirm policy issuance instructions, manuscript wordings, regulatory notices, etc. to effectively instruct the Operations / Issuance Unit
Assessing when it is necessary and performing quality control of coding and issuance output to ensure accuracy of work (e.g. exposure bases, limits, coverage extensions, modifications, data entry, etc.)
Prepare the renewal for underwriting review and evaluation for quotations and binders within assigned underwriting authority
Manage diary system to ensure that all necessary information is received within established timelines, Follow up of delinquent data
Pre review inspection reports and highlight information for underwriting if applicable
Acting as liaison and communicating directly with brokers and internal and external contacts on behalf of the Underwriters (i.e., researches and resolves issues, responds to inquiries and questions)
Handle special projects and assignment as directed
High school diploma required. College degree preferred
Minimum 3-7 years’ experience in the commercial insurance industry as a General Liability Underwriting Assistant. Excess & Surplus lines experience preferred
Must possess a solid understanding of Property and Casualty insurance coverages and principles, familiarity with ISO commercial class codes, rating, and Compliance guidelines
Proficient with MS Office Suite (Word, Excel, Etc.) and Outlook . Strong aptitude for learning new computer programs is required
Strong customer service skills and a professional attitude are required
Must have mathematical skills and the ability to interpret and execute underwriting instructions accurately; be detail oriented with good follow-through skills
Strong organization, prioritization, and time management skills
Ability to work independently with little direct supervision

Middle Market Underwriting Assistant Resume Examples & Samples

Ensure that policy transactions are issued and changes are recorded accurately and in a timely manner by rating and/or entering transactions for Commercial Lines. Such transactions may be quotes, new business, endorsements, cancellations or renewals
Screen transactions to determine proper processing. Refer to underwriters those transactions that require their attention; complete transactions directly if within delegated authority limits
Provide timely and professional customer service to agents to facilitate the processing of business. Communicate as needed with agents to obtain information needed to complete screening and transactions, etc. Contribute to effective marketing of the Company products by answering questions, resolve problems on topics such as policy status, billing, etc, and explaining new or revised products and processes
Order and screen miscellaneous reports needed in the rating and underwriting processes, such as Motor Vehicle Reports, loss history reports, credit checks, outside inspections, loss control, etc
High School diploma, or equivalent
Technical competence in underwriting/rating systems
Rating and entry expertise in multiple Commercial Lines preferred, Worker's Comp, Auto, package a plus
In-depth knowledge of underwriting guidelines for the transactions within authority limit (renewals, endorsements, cancellations, etc.)
Must have mathematical skills and the ability to interpret and execute underwriting instructions accurately; be detail oriented with good follow-through skills
Working knowledge of PCs and software applications. Proficient keyboard skills
Good communication skills, both oral and written, are essential

Sales & Underwriting Assistant Resume Examples & Samples

Provides assistance as required by the underwriter to support new business activities
Gathers and organizes information and reports that support the underwriting decision
May assist the Underwriter with the computation of rates and premiums
Works closely with the sales team to review incoming applications for accuracy and completeness and follow up as needed
Creation of the sales proposal
2-3 years related professional experience in the Property/Casualty insurance field

Underwriting Assistant, Commercial Insurance Resume Examples & Samples

Prepares renewals, new business and endorsement requests for the underwriter by gathering and evaluating exposure data (credit information, claims history, statements of values, payroll, fleet lists, etc.), identifying rates for various coverage options, and entering information into databases
Prepares clear, accurate policy writing and billing instructions for business policy production and verifies the policy was produced accurately and on time
Sets up various post-sale account services with other departments, including identifying contacts for the policyholder, initiating the issuing process and advising the Claims department of the coverage written so they can prepare for incoming claims, etc
Initiates and responds promptly to telephone and written inquires about processing, policy changes requests, billing status, new applications, and ratings
Keeps the underwriting files properly documented and organized with accurate, clear and complete information
Acts as a resource to less experienced employees by answering questions, helping solve problems, and assisting with orientation, training and ongoing development
Participates in stewardship meetings and production calls as directed by the underwriter
Evaluates policies, processes procedures and may recommend changes to management to improve productivity, reduce expense and/or enhance customer service
High School diploma, or equivalent plus two years or more of related work experience
Intermediate level of knowledge of property and/or casualty insurance coverages, rating procedures, rating plans and systems/workflow
Effective written and interpersonal skills (including listening, working effectively with others, communicating effectively, etc.)
Other skills required include accuracy/attention to detail; focus on customers; planning and organizing work; adaptability; and decision making

Underwriting Assistant Resume Examples & Samples

Assist management with treaty placement by collecting and analyzing exposures and loss information to insure most efficient pricing available in the current reinsurance market
Catastrophe Modeling: Identify and track aggregate catastrophic exposures in order to assist in the prevention of undue loss potential to the policy holder surplus of the company
Underwriting Training: Assist in the creation, delivery or coordination of internal or external training programs related to MSMM’s Catastrophe Management
Maintain and control quality of property catastrophe data by monthly/quarterly/annual file reviews and completion of RMS checklists
Track and monitor underwriting data by working with IT and Underwriting Management to develop and provide analysis on the data necessary to manage MSMM’s property portfolio
Provide support to field underwriters in the use and problem resolution in areas of catastrophe modeling (RMS)
Assist Manager in quarterly PML and portfolio reviews
Work with MSMM’s catastrophe modeling vendor (RMS), underwriting, reinsurance team and management to develop and implement “best practices” for ensuring data quality across the property portfolio

Senior Property Underwriting Assistant Resume Examples & Samples

Prepares renewals, new business and endorsement requests for the underwriter by gathering and evaluating exposure data (credit information, claims history, statements of values, payroll, fleet lists, etc.), identifying rates for various coverage options, and entering information into databases
Prepares clear, accurate policy writing and billing instructions for business policy production and verifies the policy was produced accurately and on time
Sets up various post-sale account services with other departments, including identifying contacts for the policyholder, initiating the issuing process and advising the Claims department of the coverage written so they can prepare for incoming claims, etc
Initiates and responds promptly to telephone and written inquires about processing, policy changes requests, billing status, new applications, and ratings
Keeps the underwriting files properly documented and organized with accurate, clear and complete information
Acts as a resource to less experienced employees by answering questions, helping solve problems, and assisting with orientation, training and ongoing development
Participates in stewardship meetings and production calls as directed by the underwriter
Evaluates policies, processes procedures and may recommend changes to management to improve productivity, reduce expense and/or enhance customer service

Political Risk Underwriting Assistant Resume Examples & Samples

Liaise successfully with Hanover and Chaucer colleagues to achieve account goals
Under moderate to minimal supervision, analyze data and prepare recommendations within scope of underwriting guidelines & authority
Identify risk exposures within agreed risk appetite, obtain and analyze financial information from clients and rating agencies
Provide responsive service to agents and internal/external customers
Commitment to compliance with underwriting, rating and file documentation guidelines/objectives

Underwriting Assistant Supervisor Resume Examples & Samples

Selects, develops and manages a talented team that supports the underwriters in achieving a balanced, profitable and quality book of business by performing various pre-underwriting activities, gathering data, identifying rates for coverage options, and entering information into databases
Partners with UW to direct the day to day activities of team by facilitating communication and establishing priorities, reviewing territory assignments, redirecting work when needed and assisting others with resolving problems in order to make improvements in the work or meet established operations service standard (e.g., Operational objectives, Billing instructions, Policy Writing Instructions, endorsements, submission clearance, etc.). Elevates issues as needed through Tier huddles and problems solving
Maintain compliance regulatory requirements as well as internal policies, procedures and processing with all standards through process confirmations, regular reporting and follow up as appropriate; works with the Underwriting Management to ensure underwriting files are documented, follow filing protocol and maintain accurate account history
Responsible for the acquisition, retention and development of Underwriting Assistant talent. Formally manages, guides and mentors Underwriting Assistants to improve technical and behavioral capabilities. Fosters a collaborative team environment that is conducive to continuous improvement and root cause problem solving activities
Accountable for hiring, training, directing and supervising staff
Uses the objective setting and performance evaluation processes to ensure employees understand the expectations, receive regular feedback/coaching, and are appropriately rewarded
Deals decisively with performance and/or conduct issues using the performance management process
Ensures that high potential employees are challenged and developed

Underwriting Assistant Supervisor Resume Examples & Samples

Bachelor's degree or equivalent experience and experience supporting a commercial lines underwriting operation
Intermediate knowledge of property and or casualty insurance coverage, risk analysis/selection, risk assessment, rating procedures, rating plans and systems/workflow, pricing and MS Excel/Word
In-depth knowledge of commercial lines underwriting products and processes
Ability to get work done through others (delegate), communicate effectively (including listening, writing clearly, giving constructive feedback, etc.), get support from above, plan/organize work, analyze and solve problems, focus on the larger picture

Underwriting Assistant Supervisor Resume Examples & Samples

Partners with Underwriting to direct the day to day activities of team by facilitating communication and establishing priorities, reviewing territory assignments, redirecting work when needed and assisting others with resolving problems in order to make improvements in the work or meet established operations service standard (e.g., Operational objectives, Billing instructions, Policy Writing Instructions, endorsements, submission clearance, etc.). Elevates issues as needed through Tier huddles and problems solving
Bachelor’s Degree or equivalent experience and experience supporting Commercial Lines Underwriting operations
Ability to get work done through others (delegate), communicate effectively (including listening, writing clearly, giving constructive feedback, etc.), get support from above, plan/organize work, analyze and solve problems, and ability to focus on the larger picture

Underwriting Assistant Resume Examples & Samples

Review Home Inspections completed by Inspection Vendors
Work with underwriting team to make decisions about home quality and insurance to value issues
Send recommendation letters to agents and/or customers detailing homeowner hazards, remedies, and insurance-to-value concerns
May occasionally receive phone calls forms agents and/or customers with questions about home inspections
Occasionally work with home inspection vendors to order, cancel or modify inspection reports
Work on special projects related to home inspections and other underwriting needs

Underwriting Assistant / Associate Resume Examples & Samples

Gather data and compile reports needed to enhance the effectiveness of the marketing and underwriting functions
Provide the team with reports containing the key performance metrics needed to support decision making with regard to profitability and cost containment
Create reports containing data necessary to analyze cost drivers impacting product performance
Enter, review, and maintain accurate records of new applications, policies, renewals, cancellations, and reinstatements
Handle inquiries and requests from agents and policyholders
Assist in the evaluation and monitoring of loss potential/control
Assist in the development and monitoring of premium rates
Issue endorsements as needed
Demonstrates accuracy, attention to details, and thoroughness
Works effectively in a fast-paced environment while providing a high level of customer service
Ability to meet designated deadlines and commit to additional hours of work when necessary to reach goals or meet deadlines
Ability to work independently and multi-task
Demonstrates excellent organizational, verbal, and written communication skills
Treats records and documents of a sensitive / confidential nature with care
Strong administrative skills required, along with the ability to exercise discretion and good judgment

Underwriting Assistant Resume Examples & Samples

Updates spreadsheets and creates management reports in accordance with the office procedures
Maintains monthly activity log and clears accounts for underwriters' review
Processes policies, endorsements, audits, premium invoices and other documents in a timely and accurate manner
Enters new business and renewal submissions into agency management system
Creates files, conducts filing and ensures pulling and purging of files
Sorts and collates incoming faxes and emails, opens mail, sends outgoing mail
Answers telephone and route calls to others; operates fax machines and copiers
Responds effectively to inquiries, under the direction of an underwriter, within designated level of authority
Orders office supplies and provides clerical support to the Underwriting Department
Engages in optimal and appropriate usage of applicable agency management systems
Other duties as assigned
0 - 2 years related work experience; knowledge of insurance industry preferred