
Underwriting Assistant, Property
Howden, A Chart Industries Company
full-time
Posted on:
Location Type: Office
Location: San Diego • California • Colorado • United States
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Salary
💰 $24 - $32 per hour
About the role
- First point of contact for customer inquiries during the account life cycle.
- Rush Clearance and set up of electronic files, including filing.
- Prequalify risks per underwriting guidelines.
- Generate, edit, and send out a variety of correspondence on behalf of the Underwriters. Ex: Declination letters, quote follow ups, subjectivity reminders
- Respond to client phone calls and emails, which requires the ability to understand the products offered.
- Review and issue policies within authority level.
- Review and approve tasks within authority level.
- Order, review, and follow up on inspections as needed (as required by line).
- Follow up for carrier subjectivities.
- Issue Notices and handle in-house mailings as needed.
- Issue endorsements and cancellations/reinstatements according to established underwriting guidelines within required timeframes.
- Issue binders and invoices within authority level.
- Research issues escalated by Underwriting team including review of BPO transactions as needed.
Requirements
- Bachelor’s degree in risk management, finance, business or a related field preferred, or Associate degree (A.A.) or equivalent from a two-year college or technical school
- 1-3 years administrative or insurance experience preferred
- Foundational knowledge of insurance principles
- Excellent written, verbal and client-facing communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Experience working in a “paperless” environment.
- Ability to follow policies and procedures
- Self-motivated with strong attention to detail
- Travel up to 10% with an Underwriter to shadow and participate in interactions between Underwriters and brokers
- Must be able to remain in a stationary position 50% of the time, with occasional movement in the office to access cabinets and equipment
Benefits
- medical
- dental
- vision
- unlimited PTO
- 401k with company match
- paid volunteer days
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
risk managementinsurance principlesadministrative experienceunderwriting guidelinespolicy issuancecorrespondence generationBPO transactions review
Soft Skills
written communicationverbal communicationclient-facing skillsattention to detailself-motivatedability to follow policies and procedures
Certifications
Bachelor’s degreeAssociate degree