The Word & Brown Companies · 5 hours ago
New Business Underwriter I (767)
Orange, CA
Full-time
Onsite
New Grad, Entry LevelThe Word & Brown Companies is seeking a New Business Underwriter I to review new business cases and ensure compliance with underwriting guidelines. The role involves communication with brokers, logging case progress, and maintaining quality control of approved cases.
ConsultingEmployee BenefitsHealth InsuranceInsurance
Responsibilities
Uphold company policies and procedures as they apply to Choice Administrators programs
Underwrite new cases to determine that all submission requirements are received, and all underwriting guidelines are upheld
Complete the underwriting checklist in the system
Ensure missing information is received in writing and by the specified deadline
Complete any missing data entry based on additional information received
Communicate with Brokers and/or General Agencies via telephone or email regarding case status
Log case progress in the Underwriting Turnaround Tool in the department’s SharePoint site
Ensure all approved cases are sent for quality control
Complete case audits
Move all approved cases to the corresponding iManage folder
Send notification of approved groups to GPC or COBRA
Document calls in the appropriate system for historical purposes and ease of access by other teams
Assist with updating forms, letters, and manuals as assigned
Must be able to test new programming as needed
Staying up to date on current industry changes and regulations
On-site and/or remote regular attendance and punctuality are essential functions of the job
Performs other business tasks or functions as assigned
Qualification
Required
Must have a firm understanding of the underwriting process
Must have excellent verbal and written communication skills, especially under pressure
Ability to handle irate customers in a courteous, patient, calm and positive manner while maintaining a high quality of work
Must be computer literate with proficiency in Microsoft Word, Excel and Outlook
Must be able to work independently in a fast-paced environment where deadlines are a priority and handling multiple assignments simultaneously is the norm
Must be able to understand and follow directions
Must be a team player and participate in a close team-oriented environment
Must be able to schedule time to complete miscellaneous projects as assigned
Must be able to test new programming as needed
Must be able to pay attention to detail
Must possess a basic understanding of and ability to follow New Business Underwriting procedures and protocols
Must have a willingness to ask questions and seek clarification
Must be open to learning and personal growth
Must complete at least 5 audits per month
Must underwrite 90-100% of the monthly average of members and cases
High School Diploma or equivalent required
Must be able to sit for extended periods of time and occasionally stand and walk
Must have adequate hearing for phone work
Vision requirements include close vision and the ability to adjust focus
Must be able to communicate effectively in English
Must be able to use a keyboard and other office equipment
Ability to lift up to 10 pounds occasionally
Company
The Word & Brown Companies
The Word & Brown Companies provides health insurance solutions to individuals and families.
Founded in 1985
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ofelia H.
Executive Assistant to the CFO
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