Underwriting Assistant

Word & Brown Companies - Orange, CA

*** This is a TEMPORARY position ***

Purpose of Position:
Manage and complete case implementation (pre- and post- underwriting) within same-day turnaround time. Maintain reports for Underwriters and Directors.

Essential Functions:
  • Responsible for accurate and detailed data entry of information for group cases, including all employee and plan information
  • Receive, log and distribute checks to Underwriters with care and urgency. Overnight physical checks to carrier partners, verifying address for accuracy once the underwriting process has been completed
  • Filing of cases in-house until they have been prepared for off-site storage and ordering of departmental supplies
  • On-site regular attendance and punctuality are essential functions of the job.
  • Performs other business tasks or functions as assigned.
Knowledge, Skills & Abilities Required:
  • Proficiency in Excel, Outlook, and Word as well as basic computer navigation
  • Excellent customer service, including verbal communication skills
  • Excellent grammar and spelling, detail-oriented, strong organization and time management skills. Ability to prioritize and multi-task
  • Team oriented
  • Must be able to work and achieve goals with minimum supervision in a fast paced environment
  • Prior insurance industry experience preferred
Educational Requirements:
  • High School graduate
  • College preferred
Physical Requirements:
  • Normal speech, hearing, and vision
  • Must be able to stand for 2 hours, have normal mobility, and be able to sit for an extended periods of time and occasional standing and walking
  • Must be able to communicate effectively in English
  • Ability to life up to 10 pounds occasionally