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Underwriting Assistant in Mount Kisco, NY at Tokio Marine HCC

Date Posted: 5/17/2018

Job Snapshot

Job Description

HCC Global Financial Products has a great opportunity for an Underwriting Assistant within our Fidelity line of business at our office located in Mt. Kisco, NY office.

Responsibilities include but are not limited to:

  • Set up and maintain both electronic and physical files – label items accurately and clearly.
  • Respond to client phone calls and emails; which requires the ability to understand the products offered and when to ask underwriters for additional guidance.
  • Generate, edit and send out a variety of correspondence on behalf of the Underwriters. Ex: Declination letters, quote follow ups, subjectivity reminders
  • Respond to broker requests the Underwriters may forward, this may include but is not limited to; emailing applications and specimen policies, processing policy extensions and/or cancelations.
  • Bind and invoice all accounts for the department.
  • Monitor premium payment issues and resolve them. You will work closely with both our accounting department and the broker contact on these matters.
  • Oversee that all policies are issued correctly and in a timely fashion.
  • Occasional special projects as dictated by supervisor.
  • Other related clerical and administrative duties as assigned; assistants in every department are required to split time covering breaks for the receptionist per an assigned schedule.


 

Job Requirements

Position Knowledge, Skills, and Requirements:

Education:

  • An Associate’s degree with an emphasis in Finance, Economics, or Accounting is preferred, but not required.

 

Experience:

  • Advanced-level knowledge of MS Office programs
  • Internet savvy with the ability to perform research as needed
  • Typing proficiency (35 wpm minimum)
  • Familiarity with a paperless work environment is a plus but not required.

 

Other:

  • Must be able to learn quickly, know when to ask questions, be self-motivated and demonstrate an attention to detail.
  • Be able to work independently for extended periods.
  • Excellent written and verbal communication skills as well as a general understanding of business writing.
  • Basic math skills are necessary for determining premium amounts, commissions, etc.
  • Organizational/Time Management skills – The candidate must be able to handle multiple and varying assignments on a daily basis and be able to properly evaluate their importance.
  • Must be able to work well in a small office environment and show a willingness to support the team including general clerical and administrative tasks as needed.


Note: This document is intended to describe the general nature and level of work being performed, and is not to be construed as an exhaustive list of all responsibilities, duties and skills required for the job.

 

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