Underwriting Assistant
Company: Zenith Insurance Company
Location: Charlotte
Posted on: June 25, 2022
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Job Description:
Flexible "hybrid" work-from-home programUnder general
supervision, performs diverse clerical duties requiring knowledge
and understanding of applicable underwriting procedures and
policies to support professional staff. Tasks require judgment,
initiative, and clear communication.The essential functions of this
position include, but are not limited to, the following:*
Contributes to the sales process through New and renewal
preparation including the collection of necessary internal and 3rd
party information, review and annotation of key information, and
clear communication and follow-up with agency.* Responsible for:
Prospect and customer entry and adjustments or updates, policy
issuance, endorsements, policyholders correspondence, multi-state
quoting, maintenance of producer files, running management or
marketing reports, assist with Premium Audit issues and
corrections, past due collections etc.* Daily issuance of
cancellation, rescission and reinstatement notices.* Builds and
fosters internal and external relationships in order to provide a
superior underwriting product and customer service experience.*
Ability to communicate clearly and partnering with underwriters and
agents.* Responsible for file completion and assisting the
underwriter in prioritization of accounts* Be fluid and flexible in
tasks and procedures as direction and needs of the underwriter can
change quickly and frequently.* May be involved in visits with
agents or clients.* Under supervision, relies on experience and
exercises independent judgment to determine the best approach to
achieve desired outcomes. Course of action is often determined by
interpreting established procedures and policies.* Effectively
identifies problems as they occur and takes appropriate steps to
solve them in situations where the problem has limited difficulty
or complexity.* Refers complex, unusual problems to Supervisor or
Underwriter.* Apply principles of logical thinking to define
problems, collect data, establish facts, and draw valid
conclusions.* Works productively and harmoniously with others on a
consistent basis.* Responds positively to direction and feedback on
performance.* Consistently maintain professional and appropriate
demeanor.* Performs other duties as assigned.* Maintains an
openness to exposure of new ideas and processes* May assume back-up
in absence of underwriter or other assistants.* May provide general
guidance, training, and technical assistance to newer staff
members.Education, Skills and Experience Requirements* High school
diploma or GED required.* 0-3 years of relevant work experience
required.* Computer literacy required.* Strong math and reading
skills required.* Policy systems proficiency preferred.* Insurance
industry experience preferred.* Strong skills in time management,
organization, and problem solving.* Strong verbal and written
communication skills with emphasis on telephone and email
communication.* Demonstrated ability to readily learn and apply new
information/concepts in area of practice.* Qualifications may
warrant placement in a different job level*
Keywords: Zenith Insurance Company, Charlotte , Underwriting Assistant, Other , Charlotte, North Carolina
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