• Performs a combination of duties in accordance with departmental guidelines:
• Within designated authority and following established procedures, performs routine selection, evaluation, and pricing of the least complex risks.
• Assists underwriters by communicating with agencies on routine matters.
• Requests underwriting and/or state mandated requirements, based on guidelines.
• Performs data entry of insurance application, including verification of information provided and compliance to state requirements.
• Issues and assembles policies upon receipt of underwriter approval.
• Upon request from underwriters, processes cancellations, declinations and reissues of policies.
• Upon request from underwriters, may review underwriting requirements and may recommend acceptance or denial utilizing preset procedures.
• May provide assistance and/or training to other Underwriting Technicians.
• May assist in special project work.
• May update the underwriting system.

Reporting Relationship
Supervisor or Manager

Skills, Knowledge and Abilities

• Knowledge of policy processing procedures and documentation.
• Knowledge of applicable insurance products.
• Good interpersonal and communication skills.
• Demonstrated ability to work at high levels of productivity and quality.
• Ability to work independently on multiple tasks.
• Knowledge of Microsoft Office Suite as well as other business-related software.

Education and Experience

• High school diploma, GED or equivalent experience. Some college preferred.
• Typically a minimum three years of related work experience in an office environment.

This position has the potential to be filled at a Sr. Underwriting Technician level based on experience.

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