Underwriting assistant job description

**This is a hybrid position and offers the opportunity to work 50% of time remotely and 50% of time in the office.

Conduct initial processing of submissions, renewals, endorsements, and other incoming documents based upon established guidelines and authority. Prepare, gather, and research underwriting information pre-bind and post-bind and process new and renewal submissions, binders, and policies with a high degree of productivity and quality. Input new business submissions and route to underwriting staff as directed. Build and maintain positive business relationships with various constituencies, including but not limited to fellow employees and assigned producers. Assist in identifying and implementing process and technology improvements.
Responsibilities
I. Conduct initial processing of submissions, renewals, endorsements, and other incoming documents based upon established guidelines and authority. This may include review and research of various external data sources to be used in the underwriting process.
II. Complete pre-bind and post-bind tasks as assigned by Underwriting, including preparing initial new business, renewal and endorsement quotes for underwriter review and issuing new and renewal business and endorsements as instructed. Following up with producers for outstanding underwriting information, such as loss runs and completed inspections.
III. Input new business submissions, and route to underwriting staff as appropriate. Input includes data entry of pertinent customer information, and uploading submission documents to the Policy Administration System (PAS).
IV. Work collaboratively in a team environment to attain corporate and team goals and enhance customer satisfaction and experience. Assist others in work processes to accomplish team workload expectations.
V. Build strong working relationships with underwriters and assigned brokers.
VI. Remain current and continue to develop technical knowledge and expertise according to CM Vantage's business niche.
VII. Contribute to the CM Vantage team, provide feedback, make suggestions regarding improvements, discuss issues, develop efficiencies, and identify and assist in resolving conflicts.
VIII. Participate/lead assigned projects as necessary.
Qualifications
1. Prior Experience:
Three or more years of experience in insurance servicing, or related fields.
2. Education:
Bachelor's degree or comparable industry experience may be considered with a high school diploma or equivalent required.
3. Necessary Knowledge and Abilities:
• Solid technical knowledge of commercial insurance processing.
• Detail and service oriented.
• Self-directed, highly productive, and innovative.
• Skilled in building relationships, sound judgment, making decisions, and influencing others.
• Possesses a customer-centric service philosophy.
• Excellent interpersonal and communication skills.
• Thorough understanding or ability to learn new lines of business, including insurance procedures, processes, and product lifecycle management.
• Ability to promote a team environment of creative innovation.
• Understanding of CM Vantage's mission, philosophy, goals, and objectives.
• Proficient in all standard business software, including Word, Excel, PowerPoint, and Internet Browsing; creating and managing pdf files; and Microsoft Windows.

Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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Introduction
We are a fast-paced Insurance Managing General Agency that provides innovative underwriting solutions for our network of brokers across Canada. Our success is based on our leadership, integrity, innovation, and service. We are seeking a Team Lead for the Underwriting Assistants, to join our team, reporting to the Personal Lines Operations Manager. This position is located in Salmon Arm, BC, and is an in-office position.

Job Overview:
As the Team Lead for Underwriting Assistants, you are responsible for the efficiency, accuracy, and training of Personal Lines' staff who process and issue insurance policy documents. You will leverage existing training materials, effective communication, organizational management, and computer skills to guide the team while working alongside them, modeling best practices in processing policy documents. You will work collaboratively with your colleagues and leadership to provide value-added expertise and exceptional service to our broker partners.

Responsibilities
Build, drive, and sustain an engaged, high-performance team through employee development, performance management, coaching, and team effectiveness to drive accountability and favorable outcomes.Hands on leadership with complex processes and system releases.Process and issue policy documents, modeling best practices for the team.Ensure departmental adherence and compliance to all company processes.Serve as a point of contact for team members and other colleagues.Lead the change management process and establish support from key stakeholders.Mitigate risk to the company by regularly reviewing required reports and completing audits on processes, documentation, and correspondence.Attract and retain talented processors and underwriting assistants.Build and maintain positive working relationships with internal and external parties, including participation in industry related seminars and networking events as necessary.

Factors for success:
Previous leadership or supervisory experience.Focus on attention to detail, planning and prioritization.Ability to build relationships through trust and clear communication.Passion for developing people, with a growth mindset.Experience with personal insurance policy documents and compliance.Experience working with policy management systems.

We Offer:
By joining HUB's MGA division, you'll become part of a rapidly growing company focused on providing innovative insurance solutions to support independent brokers in Canada. As a member of our team, you'llbenefit from:
Community culture: celebrating, supporting, and including people from diverse backgrounds.A dynamic, fast-paced work environment with boundless opportunities for professional growth.Ongoing skills development with subsidies for tuition and professional accreditation.The opportunity to take on challenging work and contribute your expertise, creativity and passion in meaningful ways.Flexible work arrangements.Extended health & dental benefits and company-matched RRSP contributions.Competitive salary with potential for annual bonus.

Interested applicants are asked to send your cover letter and resume. Please note that only those chosen for an interview will be contacted.
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Department Underwriting

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Public Risk Underwriters seeks an Underwriting Assistant to join our team.

This is a hybrid remote from home position after training.

This position assists the Underwriter by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.

WHAT YOU WILL DO:

Creates and maintains electronic and paper quote and policy files. Files and pulls files as requested. Enters new submissions in clearance system. Manages Producer Agreements. Processes quotations and binders as instructed by underwriter. Prepares correspondence, letters, memos and faxes as directed by underwriter. Issues requests for additional information. Issues Notices of Cancellation as instructed by underwriter. Issues Notices of Non-renewal as instructed by Underwriter. Calculation and processing of endorsements and cancellation. Maintains suspense system for documentation follow-up, renewal solicitation, etc. Requests loss runs for expiring/renewal accounts. Produces Loss Costs Analysis as requested by underwriters. Reports claims notices to carriers and claims administrators. Performs basic worksheets as instructed by underwriter. Invoices policies and endorsements and forwards necessary copies for surplus lines tax filings. Suspends and follows up with producers on all account receivables. Updates and maintains production report, master databases, and any follow-up systems as requested. Perform other duties as assigned.



WHAT YOU WILL NEED:


High School Diploma or equivalent Exceptional telephone demeanor Ability to maintain a high level of confidentiality One (1) to two (2) years related experience



WHAT WE OFFER:


•Excellent growth and advancement opportunities

•Competitive pay based on experience

•Paid Time Off (PTO)

•Generous benefits package

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We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.