An underwriter assistant helps in assisting with all office work. The roles and responsibilities underlined in the job description template are reviewing applications, evaluating risks, comparing reports for accuracy, communicates with retail agents for recommendations and doing research work on career guidelines and other things. The Underwriter Assistant Resume also highlights duties like processing transactions, preparing bills, processing cancellations and calculating loss and return premiums for the company. The individual also assists underwriters with rating large accounts and other activities, manages and updates company manuals and attends and manages calls.
The educational qualification required is high school diploma or equivalent. Experience in the related field is a plus. The skills needed are excellent computer knowledge with proficiency in Microsoft office and other related software, good verbal and communication skills and excellent customer service skills.
Objective : Pursuing Opportunities in Management, Premium Auditing, Insurance, Accounting & Finance. Offering a career dedicated to building and leading organizations that consistently performed beyond expectations.
Accepted and processed endorsement requests from policyholders.
Checked policies, endorsements, and other policy material for accuracy.
Interacted with clients on a daily basis and maintained data integrity for the underwriting system.
Serviced objectives including phone management, policy renewals, maintain departmental records such as updating policies.
Performed incoming and outgoing mail and fax distribution, and operating departmental office equipment.
Prepared, processed, and assembled approved policies, renewals, and other supplemental documents for distribution.
Performed other general clerical duties such as setting up files, copying, filing, faxing, scanning, ordering supplies,
Experience
2-5 Years
Level
Junior
Education
Certificate Of Completion
Underwriter Assistant/Representative Resume
Summary : Dedicated professional with experience as an underwriter assistant. Proficient working with computers. Able to perform several different tasks, and work hard to succeed.
Skills : Business Administration, Auto Insurance, Life Insurance.
Description :
Processed applications, payments, corrections, endorsements, and cancellations.
Promoted agency products to customers in person, on the phone, and in writing.
Prepared necessary paperwork to process insurance sales and renewals. Which was simply a reflection of the genuine interest
Provided administrative support to three Underwriters, computed, recorded, and proofread data and reports.
Carefully reviewed applications and medical records as required by insurance companies.
Served as a liaison between Underwriters and Financial Advisers regarding, application status and new business.
Able to impressed co-workers, supervisors, and clients with a comment on getting the job done.
Experience
7-10 Years
Level
Management
Education
BBA
Underwriter Assistant/Co-ordinator Resume
Summary : Insurance professional seeking to obtain a challenging position with a progressive organization allowing to utilize insurance experience while also allowing the opportunity to grow and advance.
Skills : Microsoft word perfect, Firefox, Printers, Word processing.
Description :
Supported the underwriting team by computing rates and premiums for all insurance policies for both casualty and property.
Reviewed policy documentation; determine applicable regulations, procedures and special instructions.
Processed risks that fall within established parameters. Gather/organizes specified information and reports.
Rated policies, using a computerized or manual process, compute premiums from rates and exposure.
Provided support services, including new business, renewals, endorsement processing, cancellations, and reinstatement of canceled policies.
Serviced all accounts, including resolving agents' inquiries, complaints, requests, and policy processing activities within guidelines.
Maintained a good working knowledge of the rules and the duties of all office holders and subcommittees.
Experience
7-10 Years
Level
Management
Education
Business Management
Underwriter Assistant/Analyst Resume
Headline : Exceptional with meeting deadlines, multitasking and detail oriented, Love a challenge when it comes to making someone's dreams come true. Have a dire need to be part of the winning team.
Skills : Microsoft Office, Excel, 10 Key.
Description :
Assisted with pre-purchase Underwriting reviews of loans appearing on the Companies Watch List.
Assisted the Auditors to resolve any pre-purchase issues, as needed.
Evaluated and ensured overall loan documents are accurate, complete, and compliant.
Reviewed financial statements, credit reports, applicable ratios (i.e.Debt ratios, loan-to-value), and other supporting documentation.
Stayed abreast of any changes in underwriting provisions; working with production to resolve questions when possible.
Calculated assets, income, and setting final conditions/clearing conditions in order to fully approve loans.
Prepared necessary paperwork to process insurance sales and renewals.
Experience
5-7 Years
Level
Executive
Education
BS
Underwriter Assistant I Resume
Objective : Utilize knowledge and expertise in a way that will make a difference in the lives of others. Hope to build from current career experience into a more diverse role.
Skills : Microsoft Office, Data Entry, Insurance, Switchboard.
Description :
Partnered with the underwriters to renew a business, using state statutes, regulations, and pricing guidelines.
Determined premium charge using both manual and automated methods.
Reviewed all renewal risks within a timely manner for rate changes, renewal eligibility, loss history, and prior endorsements.
Reviewed and compared other markets to book renewal and non-renewal business.
Issued policies and endorsements according to standards and guidelines for MGA markets.
Maintained effective relationships with internal and external resources.
Analyzed and underwrite client's risks with high-quality property and casualty insurance carriers, within written authority level and guidelines.
Experience
2-5 Years
Level
Junior
Education
Business Administration
Underwriter Assistant II Resume
Headline : An intelligent and hard working team player, looking for the opportunity to broaden career in corporate business, by working for a company that will utilize current skill set and allow to grow.
Skills : Data Entry, Microsoft Word, Excel, Lotus Notes.
Description :
Provided support to nationwide Excess Casualty Division underwriting staff.
Issued Excess and Umbrella policies within thirty days of underwriter approval.
Processed endorsements to accounts within seven days of receipt.
Processed premium policy entries into the Genius database within five days of binding a policy.
Maintained the renewal cycle, providing pre-renewal letters to brokerage staff, and requesting the required information.
Worked with underwriting staff to assess applications and follow up for additional information from brokerage personnel.
Responsible for account clearance and file set up in ImageRight, Genius, and policy issuance systems.
Experience
5-7 Years
Level
Executive
Education
Business Administration
Underwriter Assistant III Resume
Summary : Find a position with a great company that allows to apply the skills and knowledge have in a team building environment, while continuing to learn new ideas and concepts within company.
Skills : Microsoft Office Suite, Analysis.
Description :
Supported underwriters with an annual portfolio of clients.
Reviewed engineering loss control reports determining risk evaluation.
Prepared extensive quote options and pricing indications during renewal / new business negotiations.
Drafted customized policy to meet specific client needs.
Complied with regulatory requirements and managed file documentation.
Prepared necessary paperwork to process insurance sales and renewals.
Retained policyholders during the annual renewal period.
Experience
10+ Years
Level
Management
Education
Electronic Health Records
Jr. Underwriter Assistant Resume
Objective : A qualified candidate who is seeking a position that will allow to utilize skills in a professional environment. Renewal quotes, endorsements, invoicing cancellations and reinstatement.
Actively assisted agents & underwriters with questions, concerns, and quote finalization.
Promptly declined quote submissions that do not fit our markets.
Answered various agents' phone calls with helpful accuracy.
Efficiently trained new assistants on the various software systems within the department.
Collaborated with other assistants on the best approach to meet company deadlines.
Responsible for verifying the final bind process and making final corrections.
Maintained contact with carrier representatives on new guidelines and upcoming changes.
Experience
2-5 Years
Level
Junior
Education
Mass Communications
Lead Underwriter Assistant Resume
Headline : Skilled professional with proven expertise in customer service and community outreach including strong leadership and motivational skills. Dedicated and an enthusiastic team player.
Skills : Service Titan, Data Entry, E Health Care, Type 60 Wpm.
Description :
Provided assistant to Underwriters and Agents. Drafted quarterly reports for management review.
Answered any questions concerning policies, billing, quotes, and submissions.
Analyzed applications and screening applicants based on the Underwriter and the company's criteria.
Provided necessary info and following up in a timely manner via email and phone calls.
Built and maintaining a relationship with agents and brokers.
AssisedUnderwriters in determining the risk of providing insurance to clients.
Multitasked via several computer systems providing accurate information along with being able to solve complex problems.
Experience
5-7 Years
Level
Executive
Education
BS
Associate Underwriter Assistant Resume
Summary : Assume a challenging and rewarding position that will utilize business skills and experiences within the Insurance or Data Management Industry.
Skills : Technical Skills, Data Entry.
Description :
Replied to customer and underwriter inquiries and offer status updates.
Led, determined, and resolve problems by referring to policies, procedures, and standards.
Compiled data and conduct routine tasks to support Underwriters.
Assessed mail, correspondence, records, and reports to choose processing matters.
Screened renewals and refer problem accounts to Underwriters.
Compiled reports and maintain files and logs. Offer a high level of customer service while interacting with clients.
Ensured assigned workload within quality and productivity.
Experience
7-10 Years
Level
Management
Education
Business
Underwriter Assistant Resume
Headline : Quick Learner, works well under pressure and within team concepts, communicate ideas clearly and effectively. Well-versed in processing/preparing loan documents.
Skills : Analysis, Technical Skills.
Description :
Generated Documents in relation to loan closings, extensions, and renewals.
Reviewed loan documents prior to authorization and processing.
Implemented the wiring of funds to sellers. An informed supervising team on productivity levels.
Entered and processed loan information via computer.
Worked closely with loan officers and management to ensure the accuracy and integrity of documents.
Reviewed loan approvals and used the lender's software to create loan documents.
Assigned and administered lender accounts to appropriate analysts.
Experience
5-7 Years
Level
Executive
Education
Sociology
Underwriter Assistant Resume
Headline : Self-motivated, disciplined, organized and know how to work individually or as part of a team. In addition, a quick learner and love to take on challenges.
Skills : Pyramid Loan Expeditor, Fidelity, Pivot. K
Description :
Responsible for composing various letters to brokers and insured clients.
Issued and mailed out policies and endorsements for different lines of business.
Tracked all policies and endorsements issued and mailed out by the update of weekly spreadsheets.
Performed data entry and respond to numerous telephone inquiries daily.
Distributed mail and faxes to underwriters. Pull loss runs for brokers and underwriters.
Ordered audits for policy renewals and new policies.
Compiled coverage and rating information in an accessible format.
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