Underwriting Assistant III
- Pull and distribute census and zip code information to be entered into internal databases.
- Evaluate, analyze, and/or interpret plan documents, amendments, and/or schedules of benefits provided by third-party administrators (TPAs)/brokers.
- Responsible for the accuracy and completion of underwriting information and data entry forms pertaining to new and sold business, as well as renewal and life cases.
- Data entry of all pertinent information obtained through the analysis of requests for proposal (RFPs) to generate manual rates from internal database.
- Evaluate, analyze, and/or interpret aggregate reports provided by TPA/brokers to determine risk and also assist Underwriters with their determination of discretion to assign.
- Obtain all necessary information required by the Underwriters so they may provide the best quote possible for TPA/brokers.
- Generate analysis reports for underwriters illustrating the progress of the HCCB Underwriting department and other factors pertaining to renewal and new business growth.
- Communicate effectively with TPA/brokers, peers, and other departments. Answer questions, within scope of ability and refer other questions to appropriate person.
- Study and learn products/procedures to work towards an advanced position.
- Maintain required documentation on all RFPs and policy renewals in system, manual files, and scanned document storage.
- Perform other general clerical duties such as data entry, mailing, copying, filing, faxing, scanning, ordering supplies, and operating departmental office equipment.
- High School education or GED
- 5 years relevant and progressive experience in area of specialization
- Ability to read and interpret documents such as plan of benefits, bid specifications, claim reports, and procedural manuals
- Possess and have ability to apply knowledge of principles, practices, and procedures
- Solid written and verbal communication skills with an emphasis on confidentiality, tact, and diplomacy
- Advanced organizational and analytical skills; demonstrated ability to manage multiple tasks simultaneously
- Intermediate proficiency and experience using Microsoft Office package (Excel, Access, PowerPoint, Word)
- Generous paid time off (PTO), 12 paid company holidays, 401(k) Retirement Plan with 6% company match.
- Health and dental insurance, and vision plan available.
- Company provided long-term disability and life insurance
- Opportunities for advancement in a successful and growing organization.
- Flexible work schedules and a great work/life balance
- Paid Parental Leave.
- Volunteer Time Off.
- Work remotely or dress casual and work in a modern, comfortable office with free parking.
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