Underwriting Assistant

Description:

The Underwriting Assistant is responsible for entering new business applications, policy change requests, and cancellations into the insurer portals, including some underwriting, rating and coverage recommendations. In addition, you will order reports on behalf of the brokers, and entering client information into Xpress and Xuber (our Policy Management System).

• Review and enter new business application and policy change submissions and follow up with brokers on outstanding information to complete processing in insurer portals
• Obtain client payment schedules, loss runs from insurer portal for brokers
• Advise brokers of quote/premium differences
• Enter all required client information into Policy Management system to ensure appropriate documentation
• Develop proficiency with insurer portal and underwriting requirements, including endorsements and limits
• Ensure full understanding of service level agreements of both Aon and the insurance companies on portal processing
• Maintain quality controls and check work for accuracy
• Raise difficult/complex items, and customer complaints or inquiries to the appropriate team leader as required
• Various projects as required directed by Manager