This position is responsible for data entry of accounts into the agency management system, binding of coverage and sends policies and endoursements to brokers. Provides prompt and courteious service to underwriters, borkers, coworkers and management and necessary support to the overall production and objectives of the department.
PRIMARY RESPONSIBILITIES:
Data importing and data entry of accounts into Agency Management System.
Documentation review to ensure risk meets outlined requirements.
Documentation maintenance and policy generation.
1st level customer and broker correspondence.
Processing of endorsements and any legal notices.
Binding policies as directed within Agency Management Systems.
Provides training and acta as mentor to new Underwriting Analysts.
Handles escalated or more complex tasks building on Underwriting Analyst skills.
Assists with Loss History reports, invoicing and importing when needed
KNOWLEDGE, SKILLS & ABILITIES:
EDUCATION & EXPERIENCE:
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
