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Underwriting Assistant

Company: Risk Strategies Company
Location: Colorado Springs
Posted on: May 3, 2021

Job Description:

Risk Strategies is a leading national specialty insurance brokerage and risk management firm, assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and 2,400 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.


The Underwriting Assistant will provide administrative and technical support to staff members as directed.


Primary Responsibilities and Duties:

  • Answer phone to assist underwriting with agent inquiries, freeing underwriter to handle submission, quotes, and brokering
  • Assure that electronic files are maintained and completed per company guidelines (naming, savings, separating, sorting)
  • Prepare binding documentation, separate, sort and save accurately distributing to intermediary or uploading to carriers
  • Timely delivery to agents or underwriters of tasks assigned
  • Prepare, and issue/review policies, endorsements, audits, or cancellations as directed
  • Prepare premium finance contracts for delivery to agents with proposals
  • Obtain and provide all subjectives to carrier underwriters with bind requests on brokered business.
  • Other support tasks as may directed


Responsibilities and Qualifications:

  • Ability to work in fast paced environment with multiple tasks and deadlines
  • Good oral and written communication skills
  • Keyboard typing at least 60 WPM
  • Knowledge and skillful utilization of Word, Excel and other programs as needed to execute assigned tasks
  • Ability to communicate in English (verbal and written), Spanish language communication skill a plus
  • Able to sit for long periods of time utilizing computer efficiently for task performance
  • Keyboard typing speed commensurate with job performance requirements

Keywords: Risk Strategies Company, Colorado Springs , Underwriting Assistant, Other , Colorado Springs, Colorado

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