Insurance Administrative Assistant
The Insurance Assistant aids their team of Underwriters with clerical and administrative support on a wide variety of tasks.
Duties and
Responsibilities:
Set up and maintain client and policy data in computer system and electronic file system within established guidelines
Provide a high level of support to multiples underwriters
Review applications for accuracy and conformance to established guidelines
Maintain direct and constant communication with Underwriters and clients in an exceedingly efficient and organized manner
Acquire appropriate approval on work product, as required
Track and follow up on tasks forwarded to other staff or clients to ensure timely completion and within set turnaround time benchmarks
Act as a liaison between underwriters and clients (brokers) by requesting or delivering correspondence, documents, policies and information on behalf of underwriters with a high level of professionalism
Complete rate sheet, quotes and binders where required
Process endorsements and invoices as necessary
Update and maintain department underwriting production and renewal trackers (Excel)
Work with Policy Services and Accounting to complete policy issuance in a timely manner
Train new hires on procedures and systems as needed
Assist with projects as needed
Education and
Experience:
High school diploma or GED required
One or more years experience in the Insurance Industry-preferredEstimated Salary: $20 to $28 per hour based on qualifications.
Duties and
Responsibilities:
Set up and maintain client and policy data in computer system and electronic file system within established guidelines
Provide a high level of support to multiples underwriters
Review applications for accuracy and conformance to established guidelines
Maintain direct and constant communication with Underwriters and clients in an exceedingly efficient and organized manner
Acquire appropriate approval on work product, as required
Track and follow up on tasks forwarded to other staff or clients to ensure timely completion and within set turnaround time benchmarks
Act as a liaison between underwriters and clients (brokers) by requesting or delivering correspondence, documents, policies and information on behalf of underwriters with a high level of professionalism
Complete rate sheet, quotes and binders where required
Process endorsements and invoices as necessary
Update and maintain department underwriting production and renewal trackers (Excel)
Work with Policy Services and Accounting to complete policy issuance in a timely manner
Train new hires on procedures and systems as needed
Assist with projects as needed
Education and
Experience:
High school diploma or GED required
One or more years experience in the Insurance Industry-preferredEstimated Salary: $20 to $28 per hour based on qualifications.
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