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Underwriting Assistant / Account Executive Assistant
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- Assists the Underwriter by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate individuals and groups for insurance by performing the following duties.
- Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.
- Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to the Team Leader.
- Careful review of inspections used to obtain underwriting information, quote rates, or adherence to company underwriting guidelines.
- Work with the Underwriter to be sure the forms on the policies are the current edition dates used by each Company.
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