Underwriting Assistant - Medical Facilities

We are seeking a highly organized and detail-oriented individual to join our team as an Underwriting Assistant for medical facilities. The role primarily involves providing support to the underwriting and risk assessment processes for medical facilities insurance policies. The successful candidate will work closely with underwriters, brokers, and clients to ensure accurate and efficient policy issuance and maintenance.

This role operates on a hybrid work schedule (4 days in office and 1 day remote) and must sit in any of the listed office locations (GA, Philadelphia)

Responsibilities:

• Assist underwriters in evaluating risk factors and gathering necessary information for the underwriting process.
• Track and follow up on outstanding documentation and requirements.
• Respond to inquiries and provide exceptional customer service to brokers, clients, and internal stakeholders.
• Support the underwriting team with special projects and administrative tasks as needed.
• Maintain organized electronic files in accordance with company policies.
• Enter and maintain accurate data in underwriting and policy management systems.
• Prepare new business and renewal quotes, binders, endorsements, and other policy-related documentation.
• Assist in the development and implementation of training programs and materials for new underwriting assistants.
• Review and process insurance applications, renewals, endorsements, and cancellations.
• Gather and verify required information from agents, brokers, and clients.

• High school degree or 2-year college degree
• Minimum of 3 years of experience as an Underwriting Assistant or similar role
• Proven knowledge of insurance underwriting processes, principles, and practices
• Strong analytical and problem-solving skills, with the ability to interpret complex data.
• Excellent attention to detail and organizational skills
• Proficient in using underwriting software systems
• Knowledge of relevant regulations and compliance requirements
• Effective communication skills, both verbal and written
• Ability to work independently and collaboratively as part of a team.

Assist underwriters in evaluating risk factors and gathering necessary information for the underwriting process. Track and follow up on outstanding documentation and requirements. Respond to inquiries and provide exceptional customer service to brokers, clients, and internal stakeholders. Support the underwriting team with special projects and administrative tasks as needed. Maintain organized electronic files in accordance with company policies. Enter and maintain accurate data in underwriting and policy management systems. Prepare new business and renewal quotes, binders, endorsements, and other policy-related documentation. Assist in the development and implementation of training programs and materials for new underwriting assistants. Review and process insurance applications, renewals, endorsements, and cancellations. Gather and verify required information from agents, brokers, and clients. High school degree or 2-year college degree. Minimum of 3 years of experience as an Underwriting Assistant or similar role. Proven knowledge of insurance underwriting processes, principles, and practices. Strong analytical and problem-solving skills, with the ability to interpret complex data. Excellent attention to detail and organizational skills. Proficient in using underwriting software systems Knowledge of relevant regulations and compliance requirements. Effective communication skills, both verbal and written. Ability to work independently and collaboratively as part of a team.

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