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Underwriting Assistant

Position Title:     Underwriting Assistant

 

We are looking for an organized, diligent, team-oriented individual who will represent the business unit professionally in our Dallas, TX office. The candidate must have excellent interpersonal communication skills, be adaptable to learning new processes and have the potential and desire to grow with us.  This is an entry-level position that includes a structured training program that coordinates a balance of management oversight, practical hands on instruction and independent learning.   The position will support our growing Commercial Auto Insurance underwriting team.

 

Responsibilities:

•     Manage incoming submissions through our clearance process

•     Communicate with producers to gather additional information as needed

•     Organize and prepare files for Underwriting

•     Data Entry; Excel Spreadsheet organization; Email, Teams and Telephone skills

•     Assist Underwriters with production of quotes as directed

•     Produce binders, policies, cancellations, renewals and endorsements as directed

•     Provide support duties as assigned by Underwriting

•     Assure accurate filing of documents as directed

•     Assist in development and implementation of processes and procedures

•     Assist with special projects

 

Experience:

•   Minimum of 5 years of work experience that can include internships or volunteer work

•   Insurance experienced is preferred but not required

•   Recent college graduates encouraged to apply

 

Skills:

•     Proficient typing skills

•     High level of organizational skills, attention to detail, quality mindset

•     Ability to work independently with limited oversight

•     Customer first mindset and diligent focus on Customer Experience

•     Effective verbal and written communication skills

•     Ability to work closely with others

•     Adaptability to pivot in a dynamic environment

•     Must be proficient in Excel and Word

•     Technical proficiency with all computer systems for efficient workload management