Underwriting Assistant

Company: IFG Companies
Location: Chapel Hill
Posted on: May 3, 2021

Job Description:

PRIMARY JOB DUTIES AND RESPONSIBILITIES

* Contacts broker for additional/missing underwriting information. * Rates new business opportunities. * Issues quotes and processes binders on behalf of the Underwriters. * Analyzes policy issuance instructions from Underwriters. Completes forms with required information. Refers any discrepancies to Underwriters. * Issues policy based on instructions provided by Underwriters. Reviews forms to be attached for accuracy and attaches any state amendatory endorsements. * Assists Underwriters with the preparation and updating of various underwriting documentation. * Orders risk control inspection if requested by Underwriter. * Updates policy information databases. * During the policy term, analyzes and processes endorsement(s) and/or other changes as instructed by the Underwriters. If necessary, calculates premium adjustments for premium bearing charges. * Responds to internal and external client inquiries. * Reviews loss information. * Organizes and maintains policy files. Reviews files, records and other documents, as needed. * Develops strong working relationships with counterparts at agent and broker offices. * Runs reports as necessary. * Performs research on issues and analyzes data. * Continues to increase underwriting knowledge and skills through formal education. * Performs other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES

* Knowledge of the underwriting process and of casualty coverage and required forms/endorsements. * Rating skills a plus. * Strong computer skills (Excel|Word|SharePoint) with demonstrated high accuracy output. * Strong problem solving, reasoning, and decision making skills. * Excellent interpersonal and written/oral communication skills. * Excellent attention to detail. * Ability to prioritize and manage multiple tasks while meeting established deadlines. * Ability to demonstrate planning and organizational skills. * Proven team player and energetic personality.

EDUCATION / EXPERIENCE / CERTIFICATIONS

* College degree or equivalent work experience as an Underwriting Assistant with demonstrated involvement in insurance industry education.

PHYSICAL DEMANDS

* Physical demands are considered to be that of an office environment, climate controlled, with minimal physical exertion.This position requires prolonged sitting, ability to utilize a computer and interactions with others in meetings or via phone.

BENEFITS

* We offer a competitive compensation and benefits package including medical, dental, vision, 401(k), flexible spending, short-term and long-term disability insurance, life insurance, long-term care insurance, education assistance and paid time off.

IFG Companies is an equal opportunity employer committed to a diverse workforce.

Keywords: IFG Companies, Chapel Hill , Underwriting Assistant, Other , Chapel Hill, North Carolina