Senior Underwriting Assistant
| Company | Core Specialty |
|---|---|
| Location | Dallas, TX, USA, Cincinnati, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Expert or higher |
Requirements
- Knowledge of Professional Liability insurance industry E&O and LPL (preferred)
- Basic knowledge of insurance company operations, or similar experience.
- 10 plus years experience in the professional/management liability marketplace or other Insurance experience
- Prior Insurance Company or MGU experience (preferred)
- Prior E&O and LPL experience preferred.
- Experience working with support services, including IT and operations
- Must be comfortable navigating an Excel environment
Responsibilities
- Processing policies: Pull binder, pull and edit each endorsement’s Word doc, convert to PDF, combine PDFs, verify policy before sending, file documentation electronically
- Processing endorsements: pull and edit each endorsement’s Word doc for monied and non-monied endorsements, create invoices [when necessary], process through USPI, send endorsement and invoice to broker; file documentation electronically
- Booking accounts: Confirm all binder information is accurate in Duckcreek and Prima before advancing the policy to the billing phase.
- Processing BORs: edit form letter for both the original and selected broker, send letters to the appropriate brokers, and update the records in USPI; file documentation electronically
- Status report: Excel-based report that informs team of financial and quantitative underwriting efforts on number of and value of submissions, quotes, bound/booked accounts, and post-bind transactions – heavy data manipulation, including: accessing several different sources, data transfer, reformatting, pivot tables, sorting, filtering, formulas, VLOOKUPs.
- Run reports out of Prima, Duckcreek and PowerBI [an Excel based report]
- Provide general assistance and correspondence to underwriters, brokers, and other internal departments [billing, claims, operations, etc.]
Preferred Qualifications
- Knowledge of Professional Liability insurance industry E&O and LPL (preferred)
- Prior Insurance Company or MGU experience (preferred)
- Prior E&O and LPL experience preferred