Convelo Insurance Services · 1 week ago
Underwriting Assistant - Non-Profit
Convelo Insurance Services is a managing general agent and wholesale broker focused on specialty insurance products for various sectors including healthcare and non-profits. They are seeking an Underwriting Assistant to support Underwriters in managing workflows, processing applications, and ensuring accuracy in documentation.
Customer ServiceProperty & Casualty InsuranceInsuranceRisk Management
Responsibilities
Establish new submission in the clearance system and handle according to established procedures
Assist Underwriters with quote, binder, and policy issuance workflow
Gathers and organizes information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision
Assist the Underwriter with the computation of rates and premiums
Review incoming insurance applications for accuracy and completeness
Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts
Work with and follow up with producers for any outstanding information
Process and distribute insurance binders, endorsements and polices within processing standards established by management
Prepare all policies in accordance with final binders inclusive of review by underwriting staff
Manage all account documentation
Qualification
Required
Bachelor's Degree
1-3 years of underwriting experience
Demonstrated strong written and oral communication skills
Ability to work both independently and within a team environment