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INSURICA · 1 day ago

Underwriting Technician

Atlanta, GA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

INSURICA is seeking an Underwriting Technician to provide technical and administrative support to the Underwriting Department. The role involves preparing new and renewal business documents, ensuring compliance with underwriting authority, and delivering exceptional customer service to maintain client relationships.

CommunitiesFinancial ServicesInsurance

Senior Management

Responsibilities

Prepare new & renewal accounts and prepare files for Underwriter's review; perform data collection and file preparation which includes ordering loss control reports/loss runs, running new business reports, outstanding submission reports, etc.; enter new and renewal submissions into the system; prepare quotes, binders, invoices, underwriting worksheets and other documents within company guidelines (if applicable); ensure initial renewal solicitations are sent out 90 days before renewal date and perform renewal reviews; potential execution of certain renewals and endorsements (if Underwriting authority is granted)

Adhere to corporate customer service standards, including but not limited to policy issuance, endorsement processing, submission acknowledgment, and specific broker requests; develop client relationships by providing exceptional customer service

Adhere to technician authority and underwriting rules, referring all matters outside of their authority to the appropriate person

Review mail, correspondence, records, and reports, processing all transactions based on established rules and procedures

Compile reports and maintain files and logs in an orderly manner consistent with company guidelines

Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions

Participate in seminars and other training to maintain required licenses and for knowledge and skill development

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description

Qualification

Environmental insurance experienceInsurance designations CICInsurance designations INSInsurance designations CPCUMicrosoft Office proficiencyAnalytical skillsTeam environment promotionDetail-orientedOrganizational skillsEffective communicationInterpersonal skillsSelf-motivated

Required

Detail-oriented, with excellent organizational skills and the ability to successfully meet established deadlines

Strong analytical skills

Ability to make effective decisions based on rules, regulations, company guidelines, and established procedures

Strong PC skills, with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, etc.) as well as any agency management system(s)

Ability to understand and carry out complex instructions, prepare and maintain complex records and files

Ability to work within a fast-paced, changing priority environment

Self-motivated, with the initiative to prioritize and be self-directed

Regular and punctual attendance is required

Ability to communicate effectively, both verbally, and in writing

Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels

Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency

Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality