Underwriting Technical Assistant

North Kingstown, RI
Full Time
Inland Marine
Entry Level
Summary of Position
The Underwriting Technical Assistant position will be responsible for development and implementation of process and procedures for the Inland Marine underwriting team, along with data entry and quote/policy/endorsement processing for business submission as needed.

Position Functions
  1. Development and Implementation of:
    1. Workflow processes, to ensure efficiency, accuracy, quality of data, and customer experience from centralized service center.
    2. Procedures and adherence to service standards to ensure compliance to Company regulatory, corporate, and operational requirements.
 
  1. Liaison for all internal projects, testing, and procedure development working with various teams and departments, including Inland Marine Operations/Patra and Underwriters, FIG Operations, IT, and Business Intelligence & Innovation.
 
  1. Support on a variety of tasks, including working with Underwriters to prepare quotes, policies, and endorsements as per Underwriters instructions, file management, coding sheets/concentration information and data entry in our proprietary intranet system. 
 
  1. Review benchmarks with Principals regularly to ensure targets are being met.
 
  1. Complete special projects / other administrative duties as requested.

Knowledge, Skills, & Abilities

Demonstrate effective interpersonal, organizational and presentation skills through both verbal and written communication with the ability to share knowledge and work effectively in a team environment in a professional manner with all levels of company staff including management and other departments as well as Company clients.

Ability to work independently and use personal computer, calculator, company automation system and proficiency in various software programs, including but not limited to Microsoft Office and Adobe Acrobat.

Other Requirements
  • Demonstrated organizational skills; ability to multi-task and pay attention to details.
  • Strong quality consciousness and demonstrated problem solving skills.
  • Property & Casualty Producer’s License or a willing to obtain one.
  • Strong computer, communication, and presentation skills are a must.

Physical Requirements

Must be able to sit or stand for long periods of times, communicate via telephone, and operate a computer, and copy machine.

Supervisory Responsibilities

None at the current time

Equipment Used

Computer, telephone, copy machine, postage meter, scanner.

Hours of Operation

Looking for candidates to work in either:
  • North Kingstown, Rhode Island 
  • Pheonix, Arizona 
Falvey is a business-casual fast paced multi-tasking office environment.  This position works Monday through Friday, 9:00 am to 5:00 pm, 5 days per week.  Falvey has a hybrid work plan, and this position is expected to be in the office Tuesday-Thursday. This position requires and allows for flexibility working additional hours to accomplish project objectives. 


 
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