Underwriting Technician

INSURICA, IncSandy Springs, GA
23dOnsite

About The Position

The Underwriting Technician is responsible for providing technical and administrative support to the Underwriting Department, preparing new and renewal business documents, and providing outstanding service in the maintenance of accounts.

Requirements

  • Detail-oriented, with excellent organizational skills and the ability to successfully meet established deadlines
  • Strong analytical skills
  • Ability to make effective decisions based on rules, regulations, company guidelines, and established procedures
  • Strong PC skills, with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, etc.) as well as any agency management system(s)
  • Ability to understand and carry out complex instructions, prepare and maintain complex records and files
  • Ability to work within a fast-paced, changing priority environment
  • Self-motivated, with the initiative to prioritize and be self-directed
  • Regular and punctual attendance is required
  • Ability to communicate effectively, both verbally, and in writing
  • Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
  • Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
  • Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
  • 2 –4 Years previous environmental insurance or related experience preferred

Nice To Haves

  • Bachelor's degree in business or related discipline preferred
  • CIC, INS, CPCU, or other related insurance designation(s) preferred

Responsibilities

  • Prepare new & renewal accounts and prepare files for Underwriter's review; perform data collection and file preparation which includes ordering loss control reports/loss runs, running new business reports, outstanding submission reports, etc.; enter new and renewal submissions into the system; prepare quotes, binders, invoices, underwriting worksheets and other documents within company guidelines (if applicable); ensure initial renewal solicitations are sent out 90 days before renewal date and perform renewal reviews; potential execution of certain renewals and endorsements (if Underwriting authority is granted)
  • Adhere to corporate customer service standards, including but not limited to policy issuance, endorsement processing, submission acknowledgment, and specific broker requests; develop client relationships by providing exceptional customer service
  • Adhere to technician authority and underwriting rules, referring all matters outside of their authority to the appropriate person
  • Review mail, correspondence, records, and reports, processing all transactions based on established rules and procedures
  • Compile reports and maintain files and logs in an orderly manner consistent with company guidelines
  • Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
  • Participate in seminars and other training to maintain required licenses and for knowledge and skill development

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

Associate degree

Number of Employees

101-250 employees

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