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As the Underwriting Technician, you are responsible for reviewing requests via email from the agents and underwriters. You will accurately set up the requests in the system and send them to the Underwriter, Underwriting Associate or other members of the policy services team for processing.

Accountabilities:

+ Compile data to set up new account information into the GuideOne Policy Administration System for all niches.

+ Research including but not limited to: FEIN, name and address verification, NTEE codes and duplicate accounts

+ Import documents into the Policy Manager system (ECM) and assign to appropriate person per designated workflow.

+ Responsible for maintenance of ([email protected]) inbox

+ Imports, labels and distributes policy applications, endorsements, loss runs, surveys and other documents as requested based on workflow.

+ Maintains accurate and professional file documentation in support of the underwriting process.

+ Prepares, proofreads, and sends correspondence in order to assist with department operations.

+ Receive and check in WC audits daily

+ Assist with MVR, Roof Reports and non premium endorsements as defined by authority list

+ As directed, communicates with agents utilizing pre-formatted email to retrieve missing or additional information to create new accounts.

+ Communicate promptly within the underwriting department to achieve and maintain an excellent level of service.

+ Performs other related duties as assigned

Qualifications:

+ High School education or equivalent.

+ Work experience in financial services or related field preferred.

+ Proficient typing and data-entry skills with strong accuracy and speed.

+ Knowledge and ability to apply commonly used concepts, practices, and workflows within the underwriting department.

+ Basic Microsoft Office skills including Word, Excel and Outlook.

+ Ability to navigate web based applications.

+ Clear and concise written and verbal communication skills.

+ Strong attention to detail and accuracy.

+ Organizational skills and ability to manage large work volume and meet tight deadlines.

Benefits:

We are proud to offer a robust benefits suite that includes:

+ Competitive base salary plus incentive plans for eligible team members

+ 401(K) retirement plan that includes a company match of up to 6% of your eligible salary

+ Free basic life and AD&D, long-term disability and short-term disability insurance

+ Medical, dental and vision plans to meet your unique healthcare needs

+ Wellness incentives

+ Generous time off program that includes personal, holiday and volunteer paid time off

+ Flexible work schedules and hybrid/remote options for eligible positions

+ Educational assistance

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