Underwriting Assistant – Insurance


Innovative Outsourcing

Underwriting Assistant – Insurance Sandy Springs GA

Our client, located in the Sandy Springs area (near Roswell Road/Windsor Parkway), has a great opportunity for a process-driven person excited to work for a small, team-oriented commercial insurance retail agency specializing in the energy industry. 

In your role as an Underwriting Assistant, you will enjoy administration work that’s process and system-driven; this valuable support work assists seven managers of a great Risk Advisory firm.

Work Environment: Training will be conducted in the office.  Then, the position can be worked in a hybrid capacity.  

Your day-to-day JOB RESPONSIBILITIES will be to:

  • Support a team of seven managers in servicing key client insurance accounts
  • Contribute to organizing and managing the shared team files including company database, policies, invoicing, and binders
  • Process tasks, to include client invoices, endorsements, certificates, coverage policies, finance agreements, audits, as well as monthly installment and direct bill invoices
  • Follow up on client file documentation regarding insurance action items, outstanding issues and tasks
  • Order and review loss runs and claim status reports and assist with preparation of loss summaries
  • Support in file maintenance day-to-day tasks such as copying, archiving, filing, etc.

Your background and skill set will include these JOB REQUIREMENTS:

  • Proficient in Microsoft Office Suite
  • Detail-oriented and self-motivated
  • Excellent time management skills and ability to multitask
  • Be proactive and communicative in order to maintain positive and effective working relationships with clients and team members

In-office for training and then open to a Hybrid position.

Compensation:  $60-70k, based on experience, PTO and benefits