Underwriting Assistant Responsibilities and Duties

Reply to customer and underwriter enquiries and offer status updates.

Lead, determine and resolve problems by referring to policies, procedures and standards.

Communicate with customers to get information to complete screening and transactions.

Compile data and conduct routine tasks to support Underwriters.

Assess mail, correspondence, records and reports to choose processing matters.

Direct risky issues outside designated authority level to Underwriter for approval.

Create requisitions for credit and Safety and Health reports.

Screen renewals and refer problem accounts to Underwriters.

Set up and input new business, renewals and reinstatements through manual online EDP system.

Screen incoming telephone calls and reply to enquiries within pre-determined scope.

Compile reports and maintain files and logs.

Ensure assigned workload within quality and productivity.

Offer a high level of customer service while interacting with clients.

Coordinate with Underwriting areas to research and resolve to escalated Underwriting issues.

Extend technical underwriting support for team members.

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