Underwriting Service Specialist
Core
Support a new Executive Assurance product by managing policy issuance, file setup, data entry, and underwriting transactions.
Role type
Underwriting Service Specialist
Builds
Policy files, reports, and underwriting transaction records for Executive Assurance clients
Domain
Insurance / Underwriting Operations
Deliverable
product features
Required skills
Policy issuance, file documentation, data entry, report preparation, policy rating, transaction processing, broker correspondence, booking/invoicing
Preferred skills
Workflow building, SOP development, cross-functional collaboration, issue resolution, adapting to evolving processes
Technologies
Rating models, underwriting systems
Responsibilities
Issue policies and endorsements, document and set up files, review account information for data entry, prepare and update reports, process underwriting transactions, correspond with brokers, handle booking and invoicing
Seniority
Mid-level, hands-on IC
