Underwriting Assistant

Submission & File Management Reviewing and responding to loss run requests Setting up files, including third party vendor runs and imported submissions Importing submissions for schedules, blankets, and single locations Maintaining and utilizing the submission tracker Developing a strong understanding of the submission workflow Processing and understanding manual-input submissions into proprietary systems

Reviewing and responding to loss run requests

Setting up files, including third party vendor runs and imported submissions

Importing submissions for schedules, blankets, and single locations

Maintaining and utilizing the submission tracker

Developing a strong understanding of the submission workflow

Processing and understanding manual-input submissions into proprietary systems

Rating & Documentation Applying approved rates to schedules, blankets, and single locations Generating required underwriting documentation

Applying approved rates to schedules, blankets, and single locations

Generating required underwriting documentation

Policy Processing Binding new business and renewal policies, including: Single locations, Schedules, Blankets

Binding new business and renewal policies, including: Single locations, Schedules, Blankets

Payment & Follow-Up Managing non-monetary endorsements and understanding applicable forms and form logic Conducting routine payment follow-ups Understanding when and how to issue a 10-day Notice of Intent to Cancel (NOITC)

Managing non-monetary endorsements and understanding applicable forms and form logic

Conducting routine payment follow-ups

Understanding when and how to issue a 10-day Notice of Intent to Cancel (NOITC)

Carrier Submissions Preparing and managing carrier submissions, including open-market opportunities

Preparing and managing carrier submissions, including open-market opportunities

Complex Policy Processing Managing more complex policy endorsements, including: Mid-term location additions and removals Policy cancellations

Managing more complex policy endorsements, including: Mid-term location additions and removals

Policy cancellations

Renewals

Supporting the renewal process from initial rating through renewal submission setup Building greater ownership of renewal accounts and workflows

Supporting the renewal process from initial rating through renewal submission setup

Building greater ownership of renewal accounts and workflows

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.