Position Summary: Provide administrative and underwriting support to the Underwriting Team by delivering exceptional customer service and ensuring the timely issuance of new and renewal insurance policies. Responsible for processing customer correspondence, handling endorsement requests, maintaining accurate policy documentation, and supporting underwriting operations in accordance with company guidelines, carrier requirements, and established service standards. Collaborate with internal teams, agents, and customers to ensure efficient policy servicing and a positive customer experience.
Essential Functions:
- Collaborate with internal departments and insurance carriers to facilitate policy issuance and servicing activities.
- Verify policy information for accuracy before processing.
- Deliver exceptional customer service by resolving routine policy issues and addressing customer concerns professionally.
- Monitor assigned workflow and prioritize tasks to meet departmental deadlines and service-level expectations.
- Ensure all transactions comply with carrier underwriting guidelines, regulatory requirements, and company procedures.
- Maintain accurate policy records, underwriting files, and supporting documentation.
- Respond promptly to customer, agent, and broker inquiries through phone, email, and written correspondence.
- Review, prepare, and process policy endorsements in a timely and efficient manner.
- Process new business, renewal, and policy change transactions accurately and within established service standards.
Qualifications & Skills
- Bachelor's degree or 3–5 years of relevant business, insurance, or professional experience.
- Strong analytical, problem-solving, and organizational skills with exceptional attention to detail.
- Proven ability to work independently, manage priorities, and effectively organize workload and schedule.
- The ability to comprehend new concepts, processes, and systems efficiently.
- Demonstrated commitment to continuous personal and professional development.
- Dedicated to delivering outstanding customer service and building positive client relationships.
- Positive, professional, and team-oriented attitude with strong interpersonal skills and excellent written and verbal communication abilities.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Proficient in Microsoft Office Suite and capable of learning industry-specific software and systems.
