Executives

Position Title/Responsibility Level

Function

Location

Area of Function

Job Summary

Book Roll

• Support the transfer of an entire book of business from one agency to another
• Verify the accuracy of policy details and ensure that all data related to book of business is correct and up to date before initiating the rule
• Cross check policies within the book to identify and reconcile any discrepancies between the source and target system
• Maintain thorough documentation of the book roll process including tracking any changes or updates made during the transfer
• Collaborating with underwriting accounting and other relevant teams to ensure smooth and timely completion of book roll process
• Enter and update policy information in the appropriate systems during and after the book roll ensuring that all data is accurately reflected
• Ensure that the book roll process adheres to all regulatory and company compliance standards
  

Endorsement

• Accurately process endorsement requests for auto and home insurance policies including policy modifications coverage additions and other adjustments as requested by policyholders or agents
• Review existing policies to ensure that requested endorsement comply with underwriting guidelines and company policies
• Verify all necessary information before processing changes
• Maintain data integrity and accuracy
• Ensure that all endorsements are processed in accordance with regulatory requirement and company standards including adherence to state specific insurance laws
• Identify and resolve any discrepancy or issues that arise during endorsement process
• Stay updated on changes in company policies procedure and industry regulation related to auto and home insurance endorsements
  

Underwriting

• Review and process New Business, Renewals and Endorsements requests per guidelines
• Verify and update policy information
• Update policy forms per underwriting toolkit
• Generate experience mod reports and rating worksheets
• Follow instructions in binders, including subjectivities and related activities
• Review incoming transactions and related information for completeness accuracy and quality
• Multi-line new business submissions, renewal submissions and endorsements processing including rating, policy construction and assembly in a timely and accurate manner
• Updating underwriting files with additional information and/or policy documents
  

• Bachelor’s degree
  

• Proficient in Microsoft Office suite (Word, Excel, Outlook)
• Typing speed of 30 WPM with 90% accuracy
  

• Able to make decisions following the process guidelines
• Strong attention to detail and ability to handle multiple tasks
  

• Good knowledge of Property & Casualty insurance domain is preferred
  

Soft Skills (Minimum)

• Good communication skills (written & verbal- CEF B1-5)
• Good comprehension skills