Field Underwriting Technician - Hybrid Opportunity

Job Description

Job Description

As the Underwriting Technician, you are responsible for reviewing requests via email from the agents and underwriters. You will accurately set up the requests in the system and send them to the Underwriter, Underwriting Associate or other members of the policy services team for processing.

Accountabilities :

• Compile data to set up new account information into the GuideOne Policy Administration System for all niches.
• Research including but not limited to : FEIN, name and address verification, NTEE codes and duplicate accounts
• Import documents into the Policy Manager system (ECM) and assign to appropriate person per designated workflow.
• Responsible for maintenance of (commercial@guideone.com) inbox
• Imports, labels and distributes policy applications, endorsements, loss runs, surveys and other documents as requested based on workflow.
• Maintains accurate and professional file documentation in support of the underwriting process.
• Prepares, proofreads, and sends correspondence in order to assist with department operations.
• Receive and check in WC audits daily
• Assist with MVR, Roof Reports and non premium endorsements as defined by authority list
• As directed, communicates with agents utilizing pre-formatted email to retrieve missing or additional information to create new accounts.
• Communicate promptly within the underwriting department to achieve and maintain an excellent level of service.
• Performs other related duties as assigned

Qualifications :

Benefits :

We are proud to offer a robust benefits suite that includes :

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