Underwriting/Operations Assistant supporting regulatory compliance through policy documentation. Engaging in operational tasks for insurance coverage in the United States.
Responsibilities
Support Underwriting by creating policy documents, ensure compliance with regulatory requirements
Order inspections and premium audits, maintain electronic underwriting files
Solicit renewal transactions, provide basic operational support for the product line’s underwriters
Review insurance certificates, resolving discrepancies with reinsurers
Provide operations, production, and underwriting reports, assist with User Acceptance Testing
Requirements
Typically requires a high school diploma; Associates degree preferred
2+ years of related experience for consideration [OR] equivalent level of education and experience
Ability to follow operations procedures as outlined by the Operations Manager
Ability to meet processing deadlines with minimal error
Ability to manage a variety of projects, both long- and short-term simultaneously
Ability to use database software including Windows operating systems, computer network environment and printers to process insurance policy changes
Accurate data entry
Superior Excel skills to peer review formulas, formatting, and data cleansing of large spreadsheets.
Benefits
Annual bonus plans
Employee stock ownership plan (ESOP)
401(k) — automatic 3% company contribution
Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
Paid time off (PTO) and holidays
Paid volunteer time off (VTO) to support our communities
Parental and family care leave
Flexible & hybrid work arrangements
Fitness center discounts and free virtual fitness platform
Employee assistance program
Comprehensive medical, dental and vision benefits
Flexible spending and health savings accounts
2x base salary for group life and AD&D insurance
Voluntary life, critical illness, & accident insurance for purchase
Short-term and long-term disability benefits
Training & certification opportunities
Tuition reimbursement
Education bonuses
Job title
Underwriting/Operations Assistant – Commercial General Liability
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