KEY RESPONSIBILITIES: 

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.   

​​• Assist underwriters with data collection, policy documentation, and file maintenance. 
• Review and verify policy forms, applications, and endorsements for completeness and accuracy. 
• Process and issue policy changes, cancellations, and renewals in accordance with company procedures. 
• Communicate with brokers, agents, and internal departments to resolve inquiries and obtain required information. 
• Perform rating and premium calculations using underwriting guidelines and systems. 
• Compile underwriting data for reporting, analysis, and audits. 
• Maintain compliance with regulatory requirements and quality standards. 
• Identify discrepancies and escalate complex issues to underwriting staff as needed.​ 

EDUCATION AND EXPERIENCE 

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 

​​• High school diploma or equivalent is required. 
• 1–3 years of experience in underwriting support, insurance administration, or a related role. 
• Familiarity with insurance products, underwriting guidelines, and rating procedures is preferred. 
• Experience with data entry and documentation within insurance systems.​ 

CERTIFICATIONS / LICENSES / REGISTRATIONS 

​​• No specific criteria is required.​ 

FUNCTIONAL SKILLS 

​​• Proficiency in Microsoft Office applications including Word and Excel. 
• Strong attention to detail and ability to maintain accurate records. 
• Effective written and verbal communication skills. 
• Ability to manage multiple tasks and prioritize workload under minimal supervision. 
• Basic understanding of insurance terminology and policy administration. 
• Problem-solving and issue resolution skills.​