Plano, Texas, USA
2 days ago
Underwriting Assistant II

Tokio Marine HCC (TMHCC) brings 50 years of service to the specialty insurance industry, today offering over 100 products to commercial customers in 180 countries around the world. Organic growth and over 60 successful acquisitions have grown our 2022 Gross Written Premium (GWP) to $5 Billion. Our workforce has grown to 4,300 worldwide … big, but not so big that you cannot make a difference. Our Good Company values, including integrity, empowerment, and commitment to customer service, and a culture of innovation, communication, and collaboration make TMHCC a great place to work.

TMHCC Stop Loss, a $2 Billion division within TMHCC, leads the way in providing medical stop loss insurance sold to employers. Medical Stop Loss provides an added layer of insurance protection to employers who choose to self-fund their health benefit plans. Self-funding can incur risks from catastrophic claims, and Medical Stop Loss insurance from Tokio Marine HCC is designed to protect employers from that risk.


*This role is a hybrid role located in Plano, TX*

Position Summary:
Under general supervision, performs various routine underwriting tasks to assist in the processing and renewal of policies and contracts for the Underwriting department.

Key Responsibilities:

Enter sold case data into proprietary database.

Prepare sold documentation from proprietary database and route to third-party administrator (TPA)/broker for client review and signature.

Set up and maintain all sold case files.

Update and maintain Outstanding Documents Log on a daily basis.

Pull and distribute census and zip code information to be entered into internal databases (PA) by Underwriting Assistants.

Review all returned, signed documents and route to appropriate Underwriter for approval.

Act as Customer Service Representative to the TPA/broker.

Act as a liaison between Administration, Underwriting, and Marketing departments.

Forward all completed sold case files to home office for policy issuance.

Process all non-renewals and terminations. Notify required parties of non-renewal/termination.

Complete and fax all risk management transmittals (sold cases, non-renewals, and terminations) to Risk Management department.

Evaluate, analyze, and/or interpret plan documents, amendments, and/or schedules of benefits provided by third-party administrators (TPAs)/brokers.

Responsible for the accuracy and completion of underwriting information and data entry forms pertaining to new and sold business, as well as renewal and life cases.

Data entry of all pertinent information obtained through the analysis of requests for proposal (RFPs) to generate manual rates from internal database.

Evaluate, analyze, and/or interpret aggregate reports provided by TPA/brokers to determine risk an also assist Underwriters with their determination of discretion to assign.

Obtain all necessary information required by the Underwriters so they may provide the best quote possible for TPA/brokers.

Generate analysis reports for underwriters illustrating the progress of the HCCB Underwriting department and other factors pertaining to renewal and new business growth.

Communicate effectively with TPA/brokers, peers, and other departments. Answer questions, within scope of ability and refer other questions to appropriate person.

Study and learn underwriting manual and HCCB Underwriting procedures to work towards an underwriting position.

Maintain required documentation on all RFPs and policy renewals in system, manual files, and
scanned document storage.

Perform other general clerical duties such as data entry, mailing, copying, filing, faxing, scanning,
ordering supplies, and operating departmental office equipment.


Education, Experience & Knowledge:

High school diploma or GED required

2 years experience or Associate degree preferred

Ability to read and interpret documents such as plan of benefits, bid specifications, claim reports, and procedural manuals

Possess and have ability to apply knowledge of principles, practices, and procedures

Solid written and verbal communication skills with an emphasis on confidentiality, tact, and diplomacy

Advanced organizational and analytical skills; demonstrated ability to manage multiple tasks simultaneously

Intermediate proficiency and experience using Microsoft Office package (Excel, Access, PowerPoint, Word)


Tokio Marine offers a competitive salary and benefits package, including:
• Generous paid time off (PTO), 12 paid company holidays,
• 401(k) Retirement Plan with 6% company match.
• Health and dental insurance, and vision plan available.
• Company-provided long-term disability and life insurance.
• Opportunities for advancement in a successful and growing organization.
• Flexible work schedules and a great work/life balance.
• Paid Parental Leave.
• Volunteer Time Off.
• Enjoy casual dress and work in a modern, comfortable office with free parking.
• Hybrid work schedule


The Tokio Marine HCC Group of Companies offers a successful, dynamic organization experiencing rapid growth and are seeking energetic and confident individuals to join our team of professionals. The Tokio Marine HCC Group of Companies is an equal-opportunity employer. Please visit www.tmhcc.com for more information about our companies.
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