Underwriting Technical Assistant-3

Position Summary

The Policy Processing Representative is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role reviews and verifies policy applications, endorsements, and cancellations, inputs data accurately into computer systems, and issues policy documents to clients. They handle inquiries from policyholders, agents, and other stakeholders, providing timely and accurate information on policy-related matters. The role also supports underwriting tasks such as assessing risk factors and calculating premiums.

What You Will Do

• Accurately process new business submissions in a timely manner, with strong attention to detail.
• Populate underwriting applications with the information needed to rate, document, and issue accurate and compliant policies.
• Bind and issue new and renewal commercial insurance policies.
• Process endorsements, cancellations, reinstatements, and related notices (including cancellation, non-renewal, and renewal solicitation notices).
• Troubleshoot booking and accounting issues or discrepancies.
• Communicate effectively with management, underwriters, and brokers to obtain the information needed to accurately process business.
• Provide timely, efficient service to internal and external customers, including underwriters and brokers.
• Create and distribute routine and ad-hoc reports as assigned.
• Participate in or handle special projects as needed.
• Collaborate across the organization to continuously improve processes through optimization and innovation.

Work Experience & Education

• BA/BS degree preferred; a business and/or technology-related degree is a plus.
• Minimum of 1 year of office environment experience; insurance experience and experience with core business systems and applications are preferred.

Skills & Qualifications

• Intermediate to advanced Microsoft Excel and Word skills required; SQL knowledge is a plus.
• Excellent verbal and written communication skills.
• Strong attention to detail, accuracy, and data integrity.
• Strong organizational and time management skills.
• Ability to maintain standards of quality and quantity of output as established by management.
• Desire and drive to foster teamwork in a collaborative environment.
• Ability to work well within a team and continually learn in a fast-paced, constantly changing environment.

Target Hourly Rate Range: $22.00 - $27.50 per hour.