Underwriting Assistant

Posted on Sep 11 San Diego, CA


ICW Group Insurance Companies



Description


Supports underwriters through account management activities. Provides customer service to the Company's clients.
Responsiblities include:

  • Directs account management activities.
  • Serves as the first point of contact for customer inquiries during the account life cycle.
  • Ensures accuracy and organization of files.
  • Handles correspondence for additional account information.
  • Assists producers via email and phone calls.
  • Gathers information for new business and renewal set up.
  • Trains co-workers on computer systems and department procedures.
  • Duties may include any reasonable Company-related assignments as directed by Management.

Requirements:


  • High school diploma or general education degree (GED).
  • 1-3 months related experience and/or training.
  • Ability to read and comprehend simple instructions, short correspondence, and memos.
  • Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients and other employees of the organization.Analytical and problem-solving skills. Excellent customer service and communication skills.
  • Working knowledge of department specific applications.
  • Basic Word and Excel knowledge. Basic research skills. Flexible. Team oriented.
  • Ability to adapt to changing situations quickly.