*Underwriting Assistant* Job in Scottsdale 85258, Arizona US
Underwriting Assistant needed to perform routine tasks to assist in the processing and renewal of policies and contracts for the underwriting department of a large insurance agency.
The Underwriting Assistant is responsible for accomplishing the following as guided by others:
- Print all faxes received for the department from the fax server and local fax machine. Sort and distribute received facsimiles.
- Receive, match with the appropriate file, and distribute all incoming mail, including interoffice mail.
- Log in all received cases and verifies if the case is a duplicate or a renewal. Set up a case file which includes contacting TPA/Broker for missing information, input appropriate SIC code, and creating a file folder. Once complete forward case to assigned Underwriting Assistant for processing.
- Distribute received cases between the departmental teams.
- Daily filing and follow-up on missing cases from the File Room.
- Daily prepare numerous generic quote files for Underwriters use.
- Input all data from received cases into the system. Code case data appropriately for employee's on COBRA and retired employees. Mark-out the part-time employee's and employee's not participating in the health plan for each case. Follow correct coding procedures for plans with life quotes, less than 300 employees, over 300 employees and less than 50 employees.
- Maintain required documentation on all RFP's and policy renewals in system, manual files and scanned document storage/
- Perform other general clerical duties such as copying, filing, faxing, scanning, ordering supplies, and operating departmental office equipment.
Working hours: Monday - Friday
8 am - 5 pm
Position Knowledge, Skills, and Requirements:
--High school diploma or equivalent
--At least two years of relevant experience
--Possess and have ability to apply basic knowledge of principles, practices, and procedures
--Good written and verbal communication skills with an emphasis on confidentiality, tact, and diplomacy
--Good organizational and analytical skills; demonstrated ability to manage multiple tasks simultaneously
--Proficiency and experience using Microsoft Office Package (Excel, Access, PowerPoint, Word)
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