Underwriting Assistant

Underwriting Assistant, Alpharetta, GA

 

The UA contributes to the success of the underwriting goals as well as corporate goals relating to growth, profit, renewal retention, service, and producer/client management. The UA analyzes account specific information and prepares renewals with updated forms and ratings with outlining changes year-over-year that will be used as the basis for renewal strategy; supports pricing in conjunction with Underwriter; coordinates the renewal process for the Underwriter; reviews submission information with the Underwriter; is accountable for the quotation, rate, book and issue processes for policies and endorsements; and ensures electronic file integrity. This operations position has dual accountability to underwriting management and operations. 

 Key Activities: 

• Pre Renewal Account Preparation (including Gathering/analyzing underwriting documents) 
• Coordinate Policy Issuance working closely with UW team to assure exclusions/forms attached to broker issued Contracts 
• Quality check Draft Policies /Endorsements 
• Follow up on subjectivities 
• Address/resolve all Accounting inquiries 
• Assist with Account Audits 
• Special Projects 

  Role & Responsibilities: 

• Researches and provides basic underwriting analysis of account information. 
• Compiles and documents risk analysis and ensures integrity of electronic files. 
• Coordinates account processing and servicing. 
• Review, verify and publish all documents. 
• Research and follow up on Producer inquiries. 
• Serves as the first-line point of contact for internal and external contacts on account related matters. 

 

 

 

 

The successful candidate for this position must have demonstrated skills including; the ability to apply critical thinking skills/decision making skills, excellent oral and written communication, an ability to multi-task and organize work to achieve service goals. 

Experience & Requirements 

• Minimum High School Diploma or equivalent; 2 or more years of college and or Previous UA experience preferred. 

• 2+ years of experience in insurance/carrier or broker side

• Basic knowledge of insurance products, policy terms, and regulatory requirements is necessary.

 

Hard Skills       

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

• Experience data entry, loss run analysis, and reporting (DMV, registration and bureau proof of coverage)

• Good typing skills

 

Soft Skills         

• Strong written and verbal communication skills

• Ability to work effectively in a team - collaborator

• Ability to manage timeline and organizational skills

 

Personal Attributes     

• Strong attention to detail

• Adaptability and flexibility

• A proactive attitude and initiative

• Dependability and a strong work ethic

 

 

 

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.