Underwriting Assistant

Underwriting Atlanta, Georgia


Position & Responsibilities:


  • Triage incoming new business submissions to eliminate non-qualifying submissions.
  • Conduct clearance process on new business submissions (indexing)
  • Place orders for inspection reports as assigned by underwriter.
  • Review inspection reports for discrepancies/material changes from application and policy.
  • Develop recommendation letters and monitor policies for recommendation compliance.
  • Rate and price money endorsements and cancellations in accordance with policy conditions.
  • Ensure cancellations are processed in accordance with state requirements and policy conditions.
  • Contact producers to gather additional account information.
  • Evaluate and prepare renewals including rating risks and provide the underwriter with all of the underwriting data required to evaluate the risk.
  • Act as liaison between various departments and Underwriting to ensure policies are issued correctly and premiums are booked and billed properly.
  • Participate in continuing education where required; and participate in wholesaler seminars conducted by the company.
  • Complete the Account checklist and notify underwriter as necessary of discrepancies
  • Issue Binders as requested by underwriter
  • Follow up on request made to agents like signed applications
  • Properly book wind premiums

Requirements & Qualifications:

  • 2 to 3 years’ experience of office support experience preferred; insurance experience, knowledge and or coursework a plus
  • Strong organizational skills.
  • Good verbal and written communication skills with excellent customer service mentality 
  • Ability to work in a Windows based environment with working knowledge of Microsoft Outlook, Word, Excel and the internet.
  • Ability to intelligently and professionally communicate with producers through telephone conversations and electronic correspondence.
  • Ability to meet deadlines and work accurately with detailed information.
  • Ability to work both individually and in a team setting.
  • Bachelors degree or equivalent experience.