Underwriting Processing Associate
Temple Terrace, FL
Full Time
Personal Lines UW
Entry Level
Does the world of insurance interest you? Are you a customer service or administrative professional looking to get into insurance? Do you enjoy working on a collaborative team in a fast-paced environment? Apply today for the potential to begin a rewarding career as an Underwriting Processing Associate!
Job Summary
This role serves as a key liaison between the Underwriting Department and other business units, focusing on process improvements and maintaining efficient communication. Responsibilities include managing record updates, processing returned mail, conducting outbound calls relaying failed payments, and ensuring compliance with company guidelines. The position also involves organizing and escalating issues for resolution, indexing email correspondence, handling legal document signatures, and supporting additional tasks and projects as needed, all while adhering to established productivity and quality standards.
Duties and responsibilities
Essential Functions
Licensing Requirements
Please note that most organizations overseeing Property and Casualty licensure requirements, including the Florida Department of Financial Services, require individuals to answer background questions about criminal history and undergo fingerprinting as part of the licensing process. Obtaining applicable licensure is a requirement for this position.
Qualifications
Physical requirements
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Good manual dexterity with the capability to perform repetitive physical movements such as pushing, pulling, reaching, bending, and lifting as needed.
Working conditions
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, filing cabinets and fax machines. This position is in office only and not a hybrid position.
Job Summary
This role serves as a key liaison between the Underwriting Department and other business units, focusing on process improvements and maintaining efficient communication. Responsibilities include managing record updates, processing returned mail, conducting outbound calls relaying failed payments, and ensuring compliance with company guidelines. The position also involves organizing and escalating issues for resolution, indexing email correspondence, handling legal document signatures, and supporting additional tasks and projects as needed, all while adhering to established productivity and quality standards.
Duties and responsibilities
- Input, update, and maintain insurance policy data into internal systems with a high level of accuracy.
- Verify and cross-check information to ensure consistency and correctness.
- Process and log state required documents for policy compliance.
- Communicates effectively internally and externally to ensure high quality and timely execution of projects.
- Provides comprehensive research on properties utilizing all means available.
- Outbound calls relaying failed payment information to Agents.
- Manage incoming emails to provide timely and professional indexing of items.
- Send company memos requesting required policy information.
- Communicates effectively internally and externally to ensure high quality and timely execution of projects.
- Acts as a single point of contact between the Underwriting Department and other business units for process improvement projects.
- Provides phone coverage and additional help in the event of a CAT event.
- Flexibility to complete other tasks and projects that may be assigned.
Essential Functions
- Use computer systems to process requests from external sources
- Use computer systems to research information on risks
- Ability to conduct outbound calls
- Ability to complete a minimum of 80-150 items daily
- Above average keyboard data entry skills
Licensing Requirements
Please note that most organizations overseeing Property and Casualty licensure requirements, including the Florida Department of Financial Services, require individuals to answer background questions about criminal history and undergo fingerprinting as part of the licensing process. Obtaining applicable licensure is a requirement for this position.
Qualifications
- Familiarity with office support tasks and related activities.
- Exceptional attention to detail and organizational skills.
- Ability to work efficiently both independently and as part of a team with minimal supervision.
- Skilled in accurate keyboard data entry.
- Proficient in using computer keyboards and mail equipment.
- Competence in understanding instructions, correspondence, and memos.
- Maintain meticulous records in company databases to ensure traceability and accountability.
- Ability to follow both written and verbal directions precisely.
- Adaptable, resilient, and able to thrive in changing environments.
- Strong written and verbal communication skills.
- Problem-solving abilities to identify and address issues in processes, equipment, or human interactions effectively.
Physical requirements
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Good manual dexterity with the capability to perform repetitive physical movements such as pushing, pulling, reaching, bending, and lifting as needed.
Working conditions
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, filing cabinets and fax machines. This position is in office only and not a hybrid position.
Compensation and Benefits
We recognize that talented professionals are attracted to companies that provide a great place to work, combined with a comprehensive and competitive pay and benefits package, along with opportunities for personal growth and job advancement. For this reason we are pleased to provide:
- Market Competitive Wages
- Prof. Development and Educational Assistance Programs
- Safe Harbor 401K Plan with Immediate Vesting and an Automatic Company Contribution
- Paid Time-Off (Discretionary, PTO, Parental Leave, and others)
- Company Paid Holidays
- Health Insurance
- Dental Insurance
- Vison Insurance
- Short and Long Term Disability Insurance (company paid premiums)
- Flexible Spending Accounts with Company Contribution
- Health Savings Accounts with Company Contribution
- Employee Life and AD&D Insurance
- Dependent Life and AD&D Insurance
- AAA Membership (company paid)
- Identity Theft Protection (company paid)
- Other Ancillary Insurance Benefit Programs
- And more…
Safepoint Insurance is an equal employment opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, sexual orientation, national origin, citizenship, age, or disability. We assure you that your opportunity for employment with Safepoint depends solely on your qualifications.
Apply for this position
Required*