Processing Services - Multi Disc - Sup 3

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 

Qualifications 

Education & Experience:  

• High School Diploma or GED Required 

• Previous experience in a similar role preferred