Description:
The Underwriting Assistant is the key point contact for the Underwriting Department as well as Integris Group. This role is client-facing and requires professional interaction with members (insureds), potential insureds, brokers, and agents, Integris Group employees, senior management, and Board of Directors. Must have excellent oral and written communication skills and be able to organize and track work using paper and electronic methods. Must be able to prioritize work and assist Underwriters with their assigned responsibilities.
Primary Job Duties:
1. Partner with the Underwriting Team to:
o Assist underwriters in the preparation of new and renewal business. This includes prep of file information, proper documentation, insured requests and filing information within systems.
o Solicit new business opportunities.
o Review of current insured submission material for accuracy and completion. Verify and ensure data input is accurate and timely during the file preparation and uploading of documents.
o Establish/maintain broker and client relationships.
o Achieve production, profitability, renewal retention & rate goals.
2. Assist in preparing insureds certificates and loss history(s): Help organize by date received and timely process certificates of insurance and loss history requests within 48 hours. Candidate will be responsible for preparing/processing in an effective and efficient manner.
3. Prepare billing/invoices for insureds. Work with the Finance and Underwriting Departments to assist in managing and communicating with insureds on overdue billing invoices, payment receipts, and general billing information.
4. Provide daily phone coverage backup for the receptionist of Integris Group.
5. Assist with general mail processing and organize the mailing of insured policies.
6. Prepare and run standard and various reports for Underwriting Department.
7. Perform miscellaneous duties which may include (but are not limited to): project-oriented work for the UW department. Replying to correspondence received, timely completing requests (which may include collaboration with internal parties) from various vendors, brokers, state insurance departments, etc.
8. Demonstrate a commitment to learning and complete all educational requirements.
9. Exhibit strong communication skills and service excellence in client response time.
Requirements, Tasks, and knowledge will include (but not limited to):
1) Customer Services oriented individual.
2) Phone business acumen: Ability answer questions regarding Insured’s premiums, payments, general coverage inquiries, certificates of insurance, and if needed, transfer calls to appropriate department.
3) Understanding of insurance policy documents.
4) Ability to prepare and send policy packets regularly as well as organize and prepare envelopes for mailing.
5) Ensure invoice reports and insured invoices match one another.
6) Act as a backup/assistant to Executive Assistant for meeting preparation.
Qualifications/Requirements:
- Associate or bachelor’s degree preferred.
- Underwriting Assistant experience
- Competent at using MS Office suite of products.
- Understanding of insurance information systems (underwriting, billing, etc.) preferred.
- Connecticut agent/insurance broker/producer license preferred.
- Excellent time management skills and ability to prioritize work.
- Attention to detail and problem-solving skills.
- Strong organization skills and ability to multi-task.
- Working knowledge of office equipment such as printers and fax machines.
Career Advancement:
If the employee proves that they excel at the assigned Responsibilities, they will be assigned additional, more complex tasks, such as receiving, reviewing, and beginning the processing of new business submissions. These more complex tasks can lead to new roles and opportunities throughout Integris Group.
Company Information:
Established in 1984, Integris Group has earned the respect of its policyholders who have come to rely on a partner they can trust. The Company is a leading provider of professional liability and business office insurance products and services for healthcare professionals and facilities. The home office is in Glastonbury, CT and are writing business in 14 states.
