Position Characteristics and Attributes
· Customer Focused· Detailed Oriented· Technical Knowledge and Skills· Planning and Organizing· Communication Skills· Analytical and Decision making skills· Interpersonal Skills
Job Summary
To provide technical assistance and support services to the Underwriting team and management, with appropriate approval. Underwriting tech handles several aspects of policy processing and issuance, which include new business and/or renewal preparation; endorsement processing; cancellations; and/or all other policy processing associated tasks.
This job description does not represent an inclusive list of all duties encompassed in this position.
Job Responsibilities
- Processes and prepares endorsements, non-renewals notices, or cancellations and other associated tasks as required
· Supports underwriting in the entry and processing of quotes and new business· Completes data entry into internal system
- Processing high volumes of incoming emails, correspondence, faxes and written requests.
· Updates systems with client information for new and existing clients.· Performs administrative tasks, such as answering phones, maintaining records and handling preparation tasks for policy renewals.
· Participates in cross-functional team process improvement projects· Performs other duties as assigned.
Minimum Qualifications
- High School Diploma or GED
- Associate’s Degree in Insurance, Economics, Business Administration or related field
- One year customer service experience
- No felony, theft or stealing convictions.
- Must be able to successfully pass a background investigation.
Additional Eligibility Requirements
Ability to obtain Associates in General Insurance (AINS) designation within the first two years of employment.
Knowledge/Skills/Abilities
· Strong ability to multi-task assisting in multiple duties or projects· Ability to learn and take excellent notes.
- Ability to communicate effectively both verbally and written communication
- Knowledge of department organization, functions, objectives, policies and procedures.
- Knowledge of underwriting techniques.
- Ability to meet strict time lines.
- Ability to create, compose, and edit written materials.
- Detail oriented, self-motivated, service oriented individual who enjoys a fast-paced, sometimes high-pressure job.
- Ability to work as a team member in a structured working environment.
- Ability to perform all responsibilities with high quality and some independence while working in a team environment.
- Ability to work with timeliness and thoroughness.
- Skill in providing excellent customer service.
- Excellent organization and communication skills with professional telephone demeanor.
- Experience in intermediate or advanced proficiency in spreadsheets, word-processing, Power Point and database software programs in a Windows environment.
Working Conditions & Physical Demands
- Typical business office setting with moderate noise level
- Must be able to sit for work at a computer for more than 6 hours per day.
- Must be able to speak clearly.
- Must be able to use hands for dexterity of motion.
- Frequently required to stand; walk; and reach with hands and arms.
- Must have ability to occasionally lift 10 lbs.
Hiring of AMERIND employees is subject to 7(b) of the Indian self-determination act. (25 U.S.C 450e(b)), which requires that, to the greatest extent feasible, preference and opportunities for training and employment shall be given to native Americans and Alaska Natives.