Underwriting Analyst Job at Baldwin Risk Partners
SUMMARY:
Position is responsible for data entry of accounts into our agency management (AMS 360) and Access Rating systems, issue policies in-house, request coverage of non-XL policies to carriers, proofread and send policies/endorsements to brokers; and provide prompt and courteous service to underwriters, brokers, coworkers and management. This includes providing the necessary support to
the overall production and profit objectives of the department.
Position is responsible for data entry of accounts into our agency management (AMS 360) and Access Rating systems, issue policies in-house, request coverage of non-XL policies to carriers, proofread and send policies/endorsements to brokers; and provide prompt and courteous service to underwriters, brokers, coworkers and management. This includes providing the necessary support to
the overall production and profit objectives of the department.
ESSENTIAL FUNCTIONS:
- Data Entry: Import new customer information in AMS 360 and PPP Rating (Access) systems as needed.
- Review bind orders: Review binding documentation to ensure risks meets requirements outlined in the Underwriting Guidelines set by the carriers.
- Generate various types of policies and forward to brokers: Issue policies when indicated in the Processing Task File in Image Right and invoice accordingly.
- Bind Chubb Low Limit Umbrella and CNA’s Boiler and Machinery accounts: As indicated in the Tasks, forward binding documents to Chubb/CNA and obtain a policy number. Upon receipt of policy number, bind in PPP Desktop system. For new accounts, move Prospect information to Customer information; and set up policy in AMS 360. Generate an invoice from our AMS 360 system and Email binder and invoice to Brokers. Set tasks for policy follow-up. Upon receipt, proof-read and request corrections to the carrier if necessary prior to
- Send electronic policies to Brokers: Upon receipt of policies (other than in-house issued policies), document receipt, proofread and send policies to broker. Copies of all correspondence to be attached in Image Right with appropriate description. All communications (written and verbal) must be documented in Image Right, as indicated in the PPP Procedures Manual.
- Endorsements: Duties include generating endorsements as requested by brokers and indicated by assignment from the Underwriters in Image Right Task folder. This consists of assuring reasonable turnaround time for processing (within 5 days). Endorsements to be maintain in date order received. A minimum of 10 endorsements should be processed per day, to avoid backlog (subject to change depending on volume).
As needed:
- Assist department with generating Loss History reports
- Invoice accounts
- Process ODEN (legal notices of intent to cancel to insureds and brokers)
- Assist with coverage of other when they are out of office
- Education: High school diploma or equivalent required; bachelor’s degree a plus
- Good grammar and writing skills
- Excellent Data Entry skills
- Knowledge of computer systems and operations. Knowledge of AMS360 and Image Right Systems a plus
- Good listening and communications skills
- Attention to detail a must
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