Policy & Operations Specialist

UnderwriterUnderwriterFull TimeRemoteMid Level

Location

United States

Posted

5 days ago

Salary

Not specified

Seniority

Mid Level

No structured requirement data.

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

We are seeking a motivated and detail-oriented Underwriting Processing Assistant to support our underwriting and brokering teams. This role involves processing and managing high-risk insurance applications, ensuring compliance with company policies and governmental regulations, and providing excellent service to our retail brokers and customers. This is an ideal opportunity for individuals committed to pursuing a career in the insurance industry, with room for growth and advancement in a fast-growing organization.

Key Responsibilities

  • Processing and Documentation
    • Review applications, ACORD forms, and quotes for accuracy and compliance.
    • Document and process binding orders and policy issuances promptly.
    • Manage inspection reviews and ensure reports meet underwriting requirements.
    • Oversee surplus lines tax filing to ensure compliance with state regulations.
    • Handle inspection orders, endorsements, and cancellations efficiently.
  • Customer and Broker Interaction
    • Assist in gathering information from brokers and partners.
    • Address underwriting issues during the policy issuance process proactively.
    • Support the claims process as needed.
  • System Management
    • Ensure the accuracy of accounts within the CRM system.
    • Track and complete tasks to enhance workflow and productivity.
    • Adhere to established processing procedures.
  • Collaboration and Development
    • Work closely with other departments to achieve shared goals.
    • Actively participate in team initiatives to improve service delivery and efficiency.

Qualifications

  • Proficient computer skills.
  • Strong verbal and written communication.
  • Exceptional organizational and time-management abilities.
  • Analytical thinking and problem-solving skills.
  • Positive attitude and eagerness to learn.

Requirements

  • High school diploma required; college degree preferred but not mandatory.
  • Insurance-related experience is a plus but not required.

Benefits

  • 401(k) retirement plan.
  • Health, dental, and vision insurance.
  • Paid time off and parental leave.
  • Tuition reimbursement.
  • Disability insurance.
  • Remote work flexibility.

Job Requirements

  • Proficient computer skills.
  • Strong verbal and written communication.
  • Exceptional organizational and time-management abilities.
  • Analytical thinking and problem-solving skills.
  • Positive attitude and eagerness to learn.
  • High school diploma required; college degree preferred but not mandatory.
  • Insurance-related experience is a plus but not required.

Benefits

  • 401(k) retirement plan.
  • Health, dental, and vision insurance.
  • Paid time off and parental leave.
  • Tuition reimbursement.
  • Disability insurance.
  • Remote work flexibility.

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