Underwriting Service Associate - Military Veterans

The Underwriting Services Associate is responsible for providing day-to-day underwriting support to the Global Services Branch to meet department, branch, and corporate goals relating to underwriting profit, renewal retention, rate, customer service and producer/client relations. This position is part of Global Services accountable for entering New Line Submissions & Renewals, the Triage of Endorsements, and miscellaneous underwriting report ordering in support of US underlyers.

The ideal candidate must have exceptional customer service, communication, multi-tasking, teamwork, and organizational skills. In addition the individual must demonstrate the following competencies and behaviors:

• Workload Management - The ability to prioritize work and perform with in time constraints to meet business objectives.
• Customer Focus - Demonstrates timely responsiveness to customer requests and understands customer needs and acts on them.
• Communication - Listens carefully and attentively, asks questions to clarify expectations and issues, and communicates in a clear, concise, professional manner.
• Business and Organizational Knowledge - Demonstrates a basic understanding of business unit objectives.
• Familiar with basic workflows and procedures. Understands customer service targets. Knowledge of underwriting principles, underwriting information, policy coverages and key endorsements. Basic understanding of financial concepts and terminology.
• Technical - Developing proficiency in applicable technology and processing tools. Proficiency in Word and Excel.
• Teamwork - Displays a willingness to help and learn from other team members. Actively seeks ways to assist team members and positively accepts additional responsibilities whenever possible.
• Demonstrate flexibility in responding to rapidly changing requests and a "can do" approach to new ideas.
• Effectively work with supervisor to communicate status of work, issues and concerns in a timely manner, along with identifying training needs and appropriate training solutions.

Major responsibilities:

The successful person in this role will be able to manage multiple priorities in a fast paced environment. Daily responsibilities include, but are not limited to:

CCI New Line & Renewal Submission Entry & Processing including

• Reviews incoming submissions to determine correct service branch and coding
• Performs OFAC Clearance
• Indexes all supporting documentation in the underwriting file
• Completes entry with the appropriate name clearance system and indexes all supporting documentation in the underwriting file
• Completes MAX entries & task assignments & follows up on missing information according to business rules
• Generates correspondence associated with new line submissions & renewals per Corporate Rules

Branch Service Requests which includes

• BORs, Loss Runs, OFAC Research, MAX status management,
• Prospect Entry/Close Outs, CUW Customer File maintenance, Mail, Supplies

UA / UW Support

• Generate monthly non-renewal notices for entire GAB book
• Assist with New / Renewal policy prep
• Additional projects as they come up

Education & Experience:

• High School Diploma or GED Required
• Previous experience in a similar role preferred