Underwriting Support Specialist

SUMMARY: 

The Underwriting Support Specialist I primarily performs review and entry of new business submissions, as well as provides assistance to the underwriting support services staff to promote timely renewal preparation and policy and endorsement issuance. Reviews, updates and distributes incoming bureau experience modification worksheets. 

RESPONSIBILITIES/TASKS: 

• Reviews and enters new business submissions: 

• Retrieves incoming submissions from UH Submissions email mailbox. 

• Retrieves incoming Loss Control Analysis requests  

• Checks reservation system for prior receipt of submission. 

• Enters account information, including names, addresses, FEIN, agency and effective date. 

• Enters classifications, payroll and experience mod to rate submission. 

• Consults loss control maps for appropriate system entry of loss control zone. 

• Reviews three-year evaluation of past loss experience noting source and trends, body part, length of service, age of EE, location/department and identifying large losses 

• Completes analysis and files into the Duck system to assign to Loss Control Department 

• Files submission correspondence on OnBase. 

• Communicates completed submission and/or submission issues to underwriters. 

• Handles endorsement transactions for LWMMI accounts per underwriter instructions  

• Handles all new business issues and renewals for LWMMI account per underwriter instructions 

• Reviews, updates and distributes bureau experience modification worksheets: 

• Accesses bureau systems to retrieve worksheets. 

• Compares worksheet experience mod date and factor with experience mod factor and dates in Diamond and updates if appropriate. 

• Distributes mod worksheets to appropriate to support staff. 

• Files experience mod worksheets and corresponding written communication on OnBase. 

• Exports all Account Current Agency Bills and email direct to Agency contacts  

• Assists in new business, renewal, endorsement and cancellation data entry andpolicy issuance as needed to provide support to the underwriting support services team. 

• Assists in preparing meeting materials for monthly renewal meetings. 

• Assists in other areas of processing as requested. 

This position description identifies the responsibilities and tasks typically associated with the performance of the position. Other relevant essential functions may be required.

 EMPLOYMENT QUALIFICATIONS: 

EDUCATION: 

High school diploma or G.E.D required. Additional college and/or insurance related course study desirable. Combinations of relevant education, certifications, and experience may be considered in lieu of a degree. Continuous learning, as defined by the Company’s learning philosophy, is required.  Certification or progress toward certification is highly preferred and encouraged. 

 EXPERIENCE: