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Top Underwriting Account Representative Skills

Below we've compiled a list of the most important skills for an underwriting account representative. We ranked the top skills based on the percentage of underwriting account representative resumes they appeared on. For example, 26.2% of underwriting account representative resumes contained new customers as a skill. Let's find out what skills an underwriting account representative actually needs in order to be successful in the workplace.

The six most common skills found on Underwriting Account Representative resumes in 2020. Read below to see the full list.

1. New Customers

high Demand
Here's how New Customers is used in Underwriting Account Representative jobs:
  • Demonstrated an unwavering commitment to customer service, adding new customers while maintaining premium service levels with existing customers.
  • Provided rush processing of new accounts, verifying banking information, residential information utilizing Fast Data fraud database.
  • Ensured successful communication via actively listening and asking probing questions, collecting payments and opening new accounts.
  • Maintained continuity and ensured accurate registration for all new accounts established in the District of Columbia.
  • Supported sales reps in opening new accounts and troubleshooting cellular devices and upgrading existing cellular service.
  • Administered new accounts and rate quotes for individual domestic and corporate international customers via phone communication.

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2. Customer Service

high Demand
Here's how Customer Service is used in Underwriting Account Representative jobs:
  • Responded promptly to customer service issues including premium remittance and delinquency.
  • Coordinated with brokers, sales representatives and clients to deliver superior customer service of Life, Accident and Disability policies.
  • Enhanced customer service performance by providing excellent assistance to issues that are directed to our department.
  • Worked in the incoming mail department and the New Business customer service division.
  • Provided superior level of customer service to maintain and increase retention.
  • Recognized with a BRAVO award for providing excellent Customer service.
  • Assist Customer Service Department with overflow of incoming calls.
  • Received Twelve Customer Service Awards nominated by out-side source.
  • Scanned images of applications Customer Service
  • Provided onsite inspections and specialized customer service to clients to help mitigate losses to the insured and the company.

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3. Insurance Companies

high Demand
Here's how Insurance Companies is used in Underwriting Account Representative jobs:
  • Work with providers to organize and prepare contract applications and obtain necessary documentation to submit application to insurance companies for enrollment.
  • Work directly with insurance companies to verify insurance coverage, benefits and obtain authorization, estimate patient responsibility and calculate deposits.
  • Serve as primary liaison with insurance companies to verify eligibility and coordination of benefits, and resolve any insurance complications.
  • Conducted claims settlements by negotiating with attorneys and insurance companies, ordered police reports and determined liability and collections.
  • Work collaboratively with Insurance companies and patients to ensure accurate billing and resolve claim denials and medical-necessity issues.
  • Negotiated settlements and received payment for claims with other insurance companies' representatives by telephone or correspondence.

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4. Endorsements

high Demand
Here's how Endorsements is used in Underwriting Account Representative jobs:
  • Processed cash adjustments, home and auto/motorcycle endorsements, Property and Assigned Risk new business applications, and DMV ID cards.
  • Issued renewals, endorsements, broker agreements and addendums.
  • Handled cancellations, reinstatements, endorsements, issued auto insurance cards, ordered inspections of homes and questions regarding coverages.
  • Assisted underwriters in expediting new business, processing endorsements and/or modifying existing policies while achieving broker relationships.
  • Provided underwriting support, including printing endorsements and processing renewal policies and researching information when needed.
  • Inputted and/or processed all endorsements, new business, renewals, cancellation and reinstatement into underwriting and processing systems.

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5. Underwriting Guidelines

average Demand
Here's how Underwriting Guidelines is used in Underwriting Account Representative jobs:
  • Followed Underwriting guidelines consistently and accurately to ensure actions comply with internal and external regulatory underwriting.
  • Processed incoming and outgoing calls in order to communicate underwriting guidelines, practices and policies to customers.
  • Supervised and trained new employees on quoting system and underwriting guidelines.
  • Examine documentation to ensure accuracy and compliance with existing underwriting guidelines approved loans with specified limits and recommends various payment structures.
  • Analyzed and evaluated renewals by developing competitive and profitable rates using company's underwriting guidelines, authority limits and renewal strategies.
  • Performed underwriting audits on individual accounts with focus on improvement opportunities and compliance with established corporate service and underwriting guidelines.

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6. Life Insurance

average Demand
Here's how Life Insurance is used in Underwriting Account Representative jobs:
  • Processed new life insurance applications, ordered all necessary underwriting requirements, made underwriting decisions upon authority level.
  • Reviewed and processed new life insurance applications and premiums, worked directly with agents and vendors regarding application status and outstanding requirements
  • Conducted phone interviews with the proposed insured to obtain personal and medical information to complete a life insurance application.
  • Reviewed applications for life insurance and assessed risk with regard to medical and non-medical aspects, financial guidelines and insurable interest.
  • Sell personal lines and commercial lines insurance* Service existing policies* Life insurance* Health Insurance* Loan products*Bank Products*Mentor
  • Read and answer correspondence, request physician information for requesting medical records to determine eligibility for Life Insurance.

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7. Market Research

average Demand
Here's how Market Research is used in Underwriting Account Representative jobs:
  • Market research on possible expansion into service master-type companies.

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8. Financial Statements

average Demand
Here's how Financial Statements is used in Underwriting Account Representative jobs:
  • Evaluated, analyzed and classified applications, using inspection reports and financial statements to determine acceptability based on established guidelines.
  • Review financial statements, credit reports, asset documentation and additional supporting documentation to determine qualifying ratios and processing eligibility.
  • Analyzed CPA prepared and internally prepared financial statements and related schedules to assess value and current financial wherewithal of clients.
  • Trained and mentored junior underwriting specialist in reading and interpreting financial statements as well as navigation of new financial systems.
  • Conducted detailed analyses of financial statements, job schedules and business plans to establish program parameters for surety credit.
  • Generated financial ratios, using computer programs, to evaluate customer's financial status and eligibility.

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9. Credit Card

low Demand
Here's how Credit Card is used in Underwriting Account Representative jobs:
  • Collected outstanding unsecured auto loans, credit cards and charge off accounts also called 75-125 debtors per day.
  • Accepted credit card payments, ACH payments and assisted members with questions regarding their bills.
  • Take clients credit cards payments and information.
  • Input information into database to verify if customer qualified for additional credit card which was previously applied for.
  • Assisted the CPU department with CPU inbox and processed credit cards.
  • Managed a large volume of correspondence from credit cardholders providing timely and accurate responses to ensure business development.

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10. Loan Portfolio

low Demand
Here's how Loan Portfolio is used in Underwriting Account Representative jobs:
  • Maintained credit and loan portfolio documentation files in accordance with banks internal asset quality review policy.
  • Performed visual site inspections of collateral securing assets backed loan portfolios.
  • Determined appropriate risk ratings for loan portfolio.
  • Managed over $60 million in loan portfolios with an average of ten new loans signed a week.
  • Analyzed the acquisition of real estate loan portfolios.

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Jobs With Trending Skills

11. Credit Reports

low Demand
Here's how Credit Reports is used in Underwriting Account Representative jobs:
  • Validated credit worthiness by analyzing credit reports on all borrowers.
  • Reviewed borrowers credit reports and property appraisal reports.
  • Analyze pertinent income and asset documents for financial computation; including credit reports, title reports, and legal documents.
  • Reviewed closing documents, credit reports, commitment extensions, and rate locks.
  • Review credit reports, appraisals, title work or other reports as required.
  • Review and verify borrowers' income, credit reports, employment history to prepare loan applications for funding.

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12. Outbound Calls

low Demand
Here's how Outbound Calls is used in Underwriting Account Representative jobs:
  • Place outbound calls to policy holders to discuss information on their policy.
  • Answered inbound calls and chat requests related to employment verification, career assistance, graduation and general university inquires.
  • Conducted outbound calls based on application information provided by clients and received inbound calls to obtain vital information for application completion.
  • Handled inbound calls regarding motor vehicle insurance surcharges, notices via telephone and/or citizen correspondence.
  • Obtain customer information on inbound/outbound calls to customers and on behalf of customers; interviewing and verifying information.
  • Handled outbound calls for participants regarding incomplete retirement requests to increase customer satisfaction.

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13. Personal Lines

low Demand
Here's how Personal Lines is used in Underwriting Account Representative jobs:
  • Created and serviced policies in personal lines of insurance.
  • Verified eligibility and proper classification of assigned personal lines insurance risks using approved classification systems rating plans, guidelines and criteria.
  • Designed a commercial/personal lines cross-sell initiative in cooperation with Sales and Marketing.
  • Review eligibility and guidelines to properly classify personal lines insurance risks.
  • Reviewed personal lines sales applications for rating and data accuracy.
  • Assisted assigned Underwriter in determining eligibility for all Personal Lines products.

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14. Inspection Reports

low Demand
Here's how Inspection Reports is used in Underwriting Account Representative jobs:
  • Review inspection reports and other supporting documents for compliance with corporate guidelines and consistent risk based underwriting philosophy.
  • Release of loss control recommendations to insured and agents after meticulous and thorough analysis of retrieved policy inspection reports.
  • Conducted site inspections and compiled inspection reports.
  • Review home inspection reports, warranty deeds, and other court documentation for compliance with departmental guidelines.
  • Reviewed inspection reports to help determine if insured meet requirements to be insured.
  • Reviewed and approved inspection reports conducted by US Reports and BFS Inspections.

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Online Courses For Underwriting Account Representatives

One of the best ways to acquire the skills needed to be an underwriting account representative is to take an online course. We've identified some online courses from Udemy and Coursera that will help you advance in your career. Since underwriting account representatives benefit from having skills like new customers, customer service, and insurance companies, we found courses that will help you improve these skills.

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Accounting Fundamentals
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Introduction to Finance and Accounting
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This specialization provides an introduction to corporate finance and accounting, emphasizing their application to a wide variety of real-world situations spanning personal finance, corporate decision-making, financial intermediation, and how accounting standards and managerial incentives affect the financial reporting process. It begins with concepts and applications like time value of money, risk-return tradeoff, retirement savings, mortgage financing, auto leasing, asset valuation, and many o...

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This course is the first course in a five-course Financial Reporting Specialization that covers the collection, processing, and communication of accounting information (via financial reports) about economic entities to interested parties (i.e, managers and external stakeholders such as stockholders and creditors). To gain the most relevant knowledge from these courses, learners should have taken a basic accounting course prior to this Specialization (which can be done through Coursera courses, s...

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Give yourself skills that are in high demand by exploring corporate accounting...

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Managerial Accounting and Corporate Control
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Success in any organization requires measurement systems to support decision making. This course focuses on preparing and analyzing accounting information for internal decisions that are often required to be made by both accounting and non-accounting professionals. In particular, the course will highlight how internal accounting information can be used (and often misused) when making complex business decisions. Managerial accounting is not constrained by the rules and regulations that surround...

Introduction to Financial Accounting
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Master the technical skills needed to analyze financial statements and disclosures for use in financial analysis, and learn how accounting standards and managerial incentives affect the financial reporting process. By the end of this course, you'll be able to read the three most common financial statements: the income statement, balance sheet, and statement of cash flows. Then you can apply these skills to a real-world business challenge as part of the Wharton Business Foundations Specialization...

Fundamentals of financial and management accounting
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This is an introductory course on financial and management accounting. The first part of this course will introduce the basic accounting principles and accounting terminology to understand how a company keeps control of financial events and provides information on how it is performing. These basic concepts will support the analysis of financial reports companies prepare. We will go through balance sheet, income statement, financial statement, learning how to read and analyze them. The course wil...

Financial Reporting
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The Financial Reporting Specialization focuses on the role of financial accounting principles and processes in creating and reporting an organization's financial statements. Learners who complete this specialization will be able to (1) use financial accounting principles to create and/or process an organization's financial statements and (2) analyze financial statements to assess an organization's financial position...

Fundamentals of Accounting
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14 Most Common Skill For An Underwriting Account Representative

New Customers26.2%
Customer Service13.7%
Insurance Companies13%
Endorsements9.4%
Underwriting Guidelines6.6%
Life Insurance5.8%
Market Research5.2%
Financial Statements4.6%

Typical Skill-Sets Required For An Underwriting Account Representative

RankSkillPercentage of ResumesPercentage
1
1
New Customers
New Customers
26.2%
26.2%
2
2
Customer Service
Customer Service
13.7%
13.7%
3
3
Insurance Companies
Insurance Companies
13%
13%
4
4
Endorsements
Endorsements
9.4%
9.4%
5
5
Underwriting Guidelines
Underwriting Guidelines
6.6%
6.6%
6
6
Life Insurance
Life Insurance
5.8%
5.8%
7
7
Market Research
Market Research
5.2%
5.2%
8
8
Financial Statements
Financial Statements
4.6%
4.6%
9
9
Credit Card
Credit Card
4.4%
4.4%
10
10
Loan Portfolio
Loan Portfolio
3.4%
3.4%
11
11
Credit Reports
Credit Reports
2.3%
2.3%
12
12
Outbound Calls
Outbound Calls
1.9%
1.9%
13
13
Personal Lines
Personal Lines
1.7%
1.7%
14
14
Inspection Reports
Inspection Reports
1.7%
1.7%

24,002 Underwriting Account Representative Jobs

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