Underwriting Assistant

• Initiate the advanced renewal notification process with accounting and with the underwriter.
• Follow submission set up functions based on the specifics of each different line of business.
• Correspond with client or broker to gather the information that facilitates the risk assessment process and provides underwriting support.
• Responsible for downloading and handling all submission related information.
• Manage new/renewal folders and track/follow up with the underwriter on the status accounts.
• Fill in Operations tracker with bound accounts.
• Submit request forms for new cedants or brokers.
• Verify and complete information on the final model that was bound by the underwriter.
• Enter new/renewal business into the policy management system- Sapiens.
• Check that the final documentation matches the information entered in the system.
• Update the system in the event there are any changes to the contact.
• Work with the accounting team to enter any account adjustments in Sapiens.
• Keep the Operations tracker up to date.
• Review and compare any final slips and prepare for the underwriters signature.
• Maintain accurate, up-to-date records in Sapiens, Image Right and our drive.
• Serve as the liaison for underwriters and customers in order to track, manage, and prioritize any pending documentation.
• Pull deviation reports monthly.

Last updated on Oct 18, 2023