Underwriting Technical Assistant

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

Job Inputs:

• Assist Transportation Underwriter by evaluating new and renewal business in accordance with established underwriting guidelines

• Process new, renewal, endorsements, cancellations, reinstatements, state and federal filings, and new appointments as assigned in accordance with guidelines and state/federal insurance laws.

• Establish effective diary system to follow up on requested information

• Maintain thorough file documentation on all transactions

• Assist underwriting and sales team by identifying any red flags with insureds and/or agents to be addressed

• Establish consistent and timely communication with team on workload and backlog issues

• Maintain excellent service standards for all transactions

• Assist with the implementation of new products and coverages

• Maintain any licensing and continuing education requirements

• Identify opportunities to improve guidelines, policies and procedures and provide recommendations

• Assist with any internal and external audits

• Perform all other duties and special projects as assigned

Education and/or Training:

• High School Diploma or equivalent, a degree in Business Administration or relevant field preferred

• Working knowledge of insurance; 1-3 year experience preferred

• P & C License preferred but not required

• Intermediate level of experience in various desktop tools including MS Office Programs (i.e. Outlook, Excel, and Word)

Relevant Work Experience:

• Demonstrated ability to successfully interact with a variety of people and function well in a team environment

• Proven track record in managing workload and processing transactions accurately and efficiently

Planning/Organizing/Managerial Knowledge:

• Self-motivated with a diligent work ethic

• High level of integrity and strong commitment to success

• Excellent time management skills, with a proven ability to meet deadlines

• Ability to take direction from underwriters and managers

• Ability to prioritize tasks and accept changes in priorities when necessary

•  Expands fundamental knowledge in own function and broadens skills

Communicating & Influencing Skills:

• Strong verbal and written communication skills

• Strong interpersonal and customer service skills

• Ability to express information and ideas in a clear and organized manner

• Gathers, clarifies, and applies information to provide timely and effective responses to the needs of both internal and external customers

• Takes personal responsibility for customer satisfaction and loyalty

• Works independently or with others within own area or department to achieve team goals

• Offers support to other team members; follows through on commitments

• Applies emotional intelligence in responses and reactions

• Demonstrates consistency between words and actions

• Listens openly and carefully to others’ ideas and suggestions; respects opposing points of view

• Consistently earns trust, loyalty and respect of others

• Positive and energetic phone presence

Outputs:

• Timely and accurate processing of all insurance transactions to meet guidelines

• Disciplined file documentation and diary system to follow up on requested information

• Effective and efficient workflows that meet or exceed customer service standards

• Effective communication with team on workload and backlog issues

• Effective communication with team on red flags noted with insureds while processing transactions

#HYBRID

#LI-MG1

INDMISC

At Holman, we exist t