Position Summary:
Under supervision, performs various clerical tasks to assist in the processing and renewal of policies and contracts for the Underwriting Department.

Key Responsibilities:
Relying on limited experience and knowledge, the Underwriting Assistant II is responsible for accomplishing the following assignments. These assignments are varied in nature and frequently non-routine.
Open, save and log/assign RFP information received in the regional RFP mailbox. Identify duplicate submissions or renewals.
Assist the UAIII by populating the RFP information into the underwriting module.
Manipulate census data into format acceptable by the underwriting module and upload the augmented file to PA and assign to UA III/Sr UA for further processing.
Send out renewal letters requesting information for renewal underwriting. 
Sell new business and renewing cases over in the PA system upon notification of sale by the underwriting team.
Update and maintain current year case profile in Policy Administration module.
Review and journalize all specific and aggregate reports for the 12 months policy period.
Journalize all information pertaining to the sold case policy.
Send producers sold case application sold quote summary pages.
Check Licensing Agent or confirm with Licensing Department.
Be the main point of contact on RFPs and sold accounts and keep others informed of the case progress.
Resell case in the system and send revised applications when necessary.
Receive processed applications and verify assigned contacts at the producer, administrator and cost containment vendors.
Check signatures on the application to assure that the producer is licensed.
Check the confirmed/not confirmed licensing reports and the Binder Premium Reports.
Complete any mid-year changes TPA/BOR when necessary.
Complete the variance report once premium is received/applied. If unacceptable, send to underwriter for approval.
Order policy once all checklist items received and approved.
Provide training to team members/new hires as directed by management.
Backup to Medical Underwriting Assistant as needed by management.
Perform other general clerical duties as needed.

Education, Experience, Knowledge/Skills:
Education: High school diploma or 2 Year/Associate Degree
Experience: Relevant and progressive professional experience

Knowledge/Skills:
Ability to read and interpret documents such as plans of benefits, bid specifications, claim reports, and procedural manuals.
Possess and have the ability to apply basic knowledge of principles, practices, and procedures.
Good written and verbal communication skills with an emphasis on confidentiality, tact, and diplomacy
Good organizational and analytical skills; demonstrated ability to manage multiple tasks simultaneously.
Intermediate proficiency and experience using Microsoft Office package (Excel, Access, PowerPoint, Word)
Overtime hours may be required to fulfill job responsibilities.