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Job Ref: 14356

Position Summary:

 

The Assistant Commercial Associate provides support and assistance to the Commercial Account Manager including collecting data; organizing files and reports; and performing administrative and customer service duties regarding new and renewal accounts that will assist in ensuring the underwriting process is handled efficiently and accurately.

 

 

Essential Duties and Responsibilities:

 

  • Assists with gathering and organizing information to prepare new and renewal policy/account files for underwriter review and direction in accordance with company underwriting guidelines and standards. This may include, but is not limited to, setting up folders; preparing and completing account summary worksheets; completing underwriting spreadsheet; loss rating; P&L; company selection forms; schedule rating worksheets and printing for underwriting files; and preparing underwriting documentation package for bound accounts.
  • Reviews new/renewal submissions for necessary underwriting data and follows up with insured or Producer for missing information.
  • Conducts internet searches to secure appropriate client information including Experian reports and/or financial statements and insured profile to assist underwriters.
  • Utilizes MVR reporting system for driver screening against underwriting criteria and refers exceptions to underwriters to streamline and improve underwriting decisions.
  • Maintains various account databases (UM, marketing, etc.) to ensure information and status updates are done and available in UM. Update loss history to ensure all systems accurately reflect updated account information/documentation in accordance with company underwriting guidelines.
  • Provides timely and professional customer service to internal and external customers including Underwriters, Operations staff, Agents, and Brokers; to facilitate the processing of business and to ensure excellent customer service to our accounts and prospects. Responds to brokers service requests for loss runs, endorsements, etc.; ensures all appropriate documentation is received (i.e. signed statements of values; signed terrorism rejection forms; obtaining copies of underlying policies for umbrella and excess policies); troubleshoot transaction processing issues with Operations Department and research and assist in resolving telephone and written

 

 

inquiries generated from internal and external customers (i.e. policy/account status, rating and billing issues, etc.).

  • As necessary, orders Risk Engineering reports based on underwriting criteria and follows-up on recommendations to ensure compliance to risk management standards.
  • Manages status of statutory coverage acceptance/rejection (TRIA, UM-UIM).
  • Manages the department diary system to ensure completion of miscellaneous underwriting department functions. (Suspense)
  • Completes miscellaneous projects as required.
  • Prepares Proposals and Summaries of Insurance.
  • Responsible for annual review of all policies and carrier binders for proper coverage’s, assimilated with Acord submissions as well as client applications.
  • Communicates with insurance companies, insureds, and banks for accurate requirements to process insurance certificates.
  • Processes all policy endorsement requests received by clients, invoice binders, ID Cards, etc. on the agency management system.
  • Manages tasks of sending renewal letters with appropriate applications to the client for renewal information.
  • Interacts with clients on an everyday basis and maintains data integrity for underwriting system.
  • Performs other administrative tasks like data entry, file management, client risk files, and document production.
  • Assists Account Manager in obtaining renewal documentations such as loss runs and accurate policy information from the client, as well as prepares proposals to present to the client.
  • Directs and maintains marketing database and other databases.

 

 

Minimum Skills and Competencies:

  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives
  • Must have the ability to successfully multi-task
  • Be flexible and adaptable
  • Must be able to communicate in an articulate and confident manner
  • Ability to read and appropriately interpret documents
  • Ability to write routine reports and clear and concise correspondence
  • Ability to speak effectively before groups of customers or employees of organization
  • Demonstrate excellent time management and prioritization skills
  • Self-motivated and independently take initiative
  • Pay attention to detail and has commitment to a high level of accuracy
  • Ability to maintain a professional demeanor and positive attitude

 

 

 

 

Education and/or Experience:

 

  • High school diploma or general education degree (GED) is required
  • Minimum of 2-3 years prior insurance customer service experience
  • General knowledge of insurance company operations
  • College degree is helpful but not required
  • A valid P&C license is preferred (willing to assist with obtaining within the first 6 months of employment)

 

Technical Skills and Experience:

 

  • Strong computer skills including strong knowledge of the Microsoft Office Suite
  • Experience must include ability to create and format spreadsheets
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