Position Summary

Job Summary

Under supervision, performs various clerical tasks to assist in the processing and renewal of specialty insurance policies and contracts for the Underwriting department.

Key Responsibilities

Relying on limited experience and knowledge, this role is responsible for accomplishing the following assignments. These assignments are varied in nature and frequently non-routine.

Key Responsibilities

Assist Underwriters daily in quoting and servicing accounts in an accurate and timely manner, within level of expertise, utilizing manuals, company policies, reference material, etc., as needed.Provide additional data requested by Underwriting to facilitate pricing, along with premium and loss information for risk analysis and experience rating, where required from the appropriate sources (agent, production representative) as directed.Issue various certificates, as required, in a timely manner.Maintain diary and suspense file to ensure that all Underwriters’ requests are answered within specified periods of time.Liaise between Underwriters and Agents by email or phone to obtain or confirm information to ensure accurate quote.Assist in evaluation of renewals by collecting updated application information, updated loss and premium data checking exposures, values and rates, etc. as directed by Underwriting.Prepare expirations and forwards to Underwriting accordingly.Maintain declined and dead quote files, as directed.Review new setups and binders, checks for accuracy.Assist Underwriter in preparation of reports and logs, as required.File and email quotes, agent correspondence, etc.Liaise between Processing and Underwriter.

Competencies

Planning

• Follow work plans, established timelines, and pre-defined goals for assigned work.

• Meet commitments on deadlines.

Communication

• Develop strong customer focus and high service level relationship with clients.

Cost Management

• Perform work thoroughly in a cost-efficient manner and at a high productivity level.

• Utilize company resources effectively.

Business Controls and Policies

• Comply with all corporate policies and procedures.

• Take all reasonable steps to safeguard company assets against waste, loss, unauthorized use and misappropriation.

• Report any breakdown in controls to a supervisor or manager.

People Management

• No people management responsibility

• May assist in orienting and training less experienced employees.

Position Knowledge, Skills, and Requirements

Education

Minimum - High School or GEDPreferred - 4 Year / Bachelor's Degree

Experience

2 Years Relevant and progressive experience in Underwriting

Other

Ability to read and interpret documents such as plan of benefits, bid specifications, claim reports, and procedural manualsPossess and have ability to apply basic knowledge of principles, practices, and proceduresGood written and verbal communication skills with an emphasis on confidentiality, tact, and diplomacyGood organizational and analytical skills; demonstrated ability to manage multiple tasks simultaneouslyIntermediate proficiency and experience using Microsoft Office package (Excel, Access, PowerPoint, Word)

Working Conditions and Physical Demands

Additional Working Conditions and Physical Demands

Overtime hours may be required to fulfill job responsibilitiesMay be required to remain stationary for extended periods of timeMay be required to move up to 10 poundsMust be able to operate a computer and other devicesClose vision and ability to adjust focus, such as required to read a computer screen

Disclaimer

Note

This document is intended to describe the general nature and level of work being performed, and is not to be construed as an exhaustive list of all responsibilities, duties and skills required for the job.

TMHCC will consider all requests for reasonable accommodation as outlined in the Employee Handbook. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.