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Gallagher Re · 1 month ago

Underwriting Assistant

Brookfield, Wisconsin

Full-time

Onsite

Mid, Senior Level

5+ years exp

Gallagher is a global leader in insurance, risk management, and consulting, dedicated to helping clients face risk with confidence. The Underwriting Assistant will provide essential technical and administrative support to the underwriting team, ensuring accuracy and exceptional service for clients while developing a deep understanding of insurance products and processes.

ConsultingInsuranceRisk Management

Responsibilities

Assist Underwriters by entering group, plan and member data into trust carriers’ rating systems to obtain manual rates for prospects, renewals and changes to in force plans

Verify group and/or block participation levels annually to assess risk, facilitate enrollment, and determine medical underwriting needs

Prepare proposals for new and existing business, prepare amendments for changes to in force plans and communicate changes to other departments and NIS’s trust carriers

Perform initial review of Paid-Up Life Benefit eligibility and prepare calculation of benefit

Develop an understanding of group life & disability contract provisions offered by NIS’s trust carriers

Organize workload for efficient time-management

Adhere to the employee code of ethics and live NIS’s Core Values

Other duties and special projects as assigned