Processing Services - Multi Disc - Sup 3

  • Chubb
  • Basking Ridge, NJ, United States

Job Description

The Underwriting Services Associate is responsible for providing day-to-day underwriting support to the Global Services Branch to meet department, branch, and corporate goals relating to underwriting profit, renewal retention, rate, customer service and producer/client relations. This position is part of Global Services accountable for entering New Line Submissions & Renewals, the Triage of Endorsements, and miscellaneous underwriting report ordering in support of US underlyers. 

The ideal candidate must have exceptional customer service, communication, multi-tasking, teamwork, and organizational skills. In addition the individual must demonstrate the following competencies and behaviors: 

  • Workload Management - The ability to prioritize work and perform with in time constraints to meet business objectives. 

  • Customer Focus - Demonstrates timely responsiveness to customer requests and understands customer needs and acts on them. 

  • Communication - Listens carefully and attentively, asks questions to clarify expectations and issues, and communicates in a clear, concise, professional manner. 

  • Business and Organizational Knowledge - Demonstrates a basic understanding of business unit objectives. 

  • Familiar with basic workflows and procedures. Understands customer service targets. Knowledge of underwriting principles, underwriting information, policy coverages and key endorsements. Basic understanding of financial concepts and terminology. 

  • Technical - Developing proficiency in applicable technology and processing tools. Proficiency in Word and Excel. 

  • Teamwork - Displays a willingness to help and learn from other team members. Actively seeks ways to assist team members and positively accepts additional responsibilities whenever possible. 

  • Demonstrate flexibility in responding to rapidly changing requests and a "can do" approach to new ideas. 

  • Effectively work with supervisor to communicate status of work, issues and concerns in a timely manner, along with identifying training needs and appropriate training solutions. 

Major responsibilities: 

The successful person in this role will be able to manage multiple priorities in a fast paced environment. Daily responsibilities include, but are not limited to: 
CCI New Line & Renewal Submission Entry  & Processing including 

  • Reviews incoming submissions to determine correct service branch and coding 

  • Performs OFAC Clearance 

  • Indexes all supporting documentation in the underwriting file 

  • Completes entry with the appropriate name clearance system and indexes all supporting documentation in the underwriting file 

  • Completes MAX entries & task assignments & follows up on missing information according to business rules 

  • Generates correspondence associated with new line submissions & renewals per Corporate Rules 

CCI Endorsement Triage Processing 

  • Monitor and manage endorsement e-mail database daily 

  • Apply endorsement triage chart guidelines to all endorsements 

  • Create work order with critical information for all endorsements and submit for processing or for UA review. 

Branch Service Requests which includes  

  • BORs, Flood Maps, Elias, Loss Runs, OFAC Research, ATD Inspections, MAX status management, 

  • Loss Control Surveys, Prospect Entry/Close Outs, CUW Customer File maintenance, Mail, Supplies 

  • Additional support functions as assigned 

Job Requirements:


Education & Experience:  

  • High School Diploma or GED Required 

  • Previous experience in a similar role preferred 

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