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underwriting assistant

  • Prepare Insurance Application for Business Owner Policies, General Liability Policies for different kind of companies, Home Insurance, Commercial package, Vacant Building, General Liability, Workers Compensation, Disability, Umbrella, & Bond policies.
  • Collect Quotation from wholesaler and analyze it
  • Bind Policies and upload it in suggested software system.
  • Issue insurance certificate.
  • Make payment for all kind of policies
  • Communication with Mortgage company, Bank, Insurance company, wholesaler, insured
  • Maintain regular Communication with New York State Insurance Fund.

senior underwriting assistant

  • Facilitate Renewal & New policy process.
  • Arrange Audit for all Worker’s compensation policies 
  • Reporting & Documentation
  • Office Management & Support Accounts Department to prepare Financial Report.

underwriting assistant

  • Count and 
  • Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.organize materials.
  • analyze existing policies and offer recommendations to help agents maintain a profitable book of business. 
  • Worked in Property and Casualty to evaluate a fire (business Policies) related insurance risks, review policy changes, and fairly classify and price policies

underwriting assistant / general insurance processor

  • Gather quotations from email and incoming calls which is may turn into a prospective clients.
  • Prepares 50-60 percent of policies a day in a different types of insurance. 
  • Provide schedule policy for new clients data gather from sales personnel and underwriters.
  • Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards.
  • Issue Fronting Policies and computes Re-Insurance Facultative and Treaty Shares
  • Provides assistance for a returning clients. Preparation of endorsements from existing clients for addition / deletion of data. 
  • Issues Endorsements for a desired modification from clients. 

underwriting assistant

  • Process Binders and endorsements for all new business within the team, ensuring all underwriting requirements are met for every new account.
  • Exceed duties assigned as an Underwriting Assistant, increasing efficiencies of team members.
  • Proven growth margin of 8% since I started- my support allows high level management to focus on generating and closing new business.
  • Quality check submitted documentation to ensure it validates the quoted/bound policy, then rate endorsements to ensure all policy warrants are met.
  • Maintain a revolving task list to keep strong organization skills and ability to multi task continuously, ensuring that all surplus lines documentation is received for every policy I underwrite.
  • Learn out of the box underwriting techniques to secure bind orders for difficult to place risks, at a sell-able rate.
  • Correspond with Insurance agents and account managers to build and maintain relationships.

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