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Word & Brown Companies

New Business Underwriter I (4439)

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Description

Purpose of Position:

The New Business Underwriter is responsible for reviewing new business cases and ensuring all requirements are met by following all Choice programs underwriting guidelines.

Essential

Functions

  • Uphold company policies and procedures as they apply to Choice Administrators programs.
  • Underwrite new cases to determine that all submission requirements are received, and all underwriting guidelines are upheld.
  • Complete underwriting checklist in system.
  • Ensure missing information is received in writing and by the specified deadline.
  • Complete any missing data entry based on additional information received.
  • Communicate with Brokers and/or General Agencies via telephone or email regarding case status.
  • Log case progress in the Underwriting Turnaround Tool in the department’s SharePoint site.
  • Ensure all approved cases are sent for quality control.
  • Complete case audits.
  • Move all approved cases to corresponding iManage folder.
  • Send notification of approved groups to GPC or COBRA.
  • Document calls in appropriate system for historical purposes and ease of access by other teams.
  • Assist with updating forms, letters, and manuals as assigned.
  • Must be able to test new programming as needed.
  • Staying up to date on current industry changes and regulations.
  • On-Site and/or remote regular attendance and punctuality are essential functions of the job.
  • Performs other business tasks or functions as assigned.

Skills

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See also

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