Job Closed
This listing is no longer active.
Specialty insurance programs and wholesale coverage, powered by niche expertise and delivered with speed and integrity.
Underwriting Assistant
Location
United States
Posted
94 days ago
Salary
0
Seniority
Junior
Job Description
Underwriting Assistant
Convelo Insurance Group
• Establish new submission in the clearance system and handle according to established procedures • Assist Underwriters with quote, binder, and policy issuance workflow • Gathers and organizes information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision • Assist the Underwriter with the computation of rates and premiums. • Review incoming insurance applications for accuracy and completeness • Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts • Work with and follow up with producers for any outstanding information • Process and distribute insurance binders, endorsements and polices within processing standards established by management • Prepare all policies in accordance with final binders inclusive of review by underwriting staff • Manage all account documentation
Job Requirements
- Bachelor's Degree
- 1-3 years of underwriting experience
- Demonstrated strong written and oral communication skills
- Ability to work both independently and within a team environment
Related Guides
Related Categories
Related Job Pages
More Underwriter Jobs
Lead Underpayment Analyst
RevecoreRevecore has been at the forefront of specialized claims management, helping healthcare providers recover meaningful revenue to enhance quality patient care in their communities. We’re powered by people, driven by technology, and dedicated to our clients and employees. If you’re looking for a collaborative and diverse culture with a great work/life balance, look no further.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Lead Underpayment Analyst within our Revenue Integrity team, you hold a pivotal position in ensuring hospitals receive accurate compensation for the services they provide. This role is dual focused, split between examining hospital claims to verify proper reimbursement, working with stakeholders to resolve issues and optimize reimbursement processes while adhering to regulatory guidelines and organizational policies and also supporting the team as they do the same. Strong analytical skills, attention to detail, and problem-solving skills are essential in this role. - Provide training and onboarding support to new analysts as outlined in the Training and Development Onboarding programs. - Provide assistance to address analysts’ technical questions and needs on claims handling, serving as a backup to the Supervisor. - Serve as liaison between analysts and Supervisor / Director. - Participate in the quality assurance process for the department, ensuring all applicable guidelines/deadlines are successfully achieved. - May review and approve adjustments on claims, up to a predetermined amount. - May provide high-level claims review of new and existing clients, while also maintaining a client workload. - Utilize company best practices along with technology enabled worklist and other internal tools to identify discrepancies between expected reimbursement and actual reimbursement amounts from insurance carriers. - Investigate reasons for discrepancies, such as payment variances, coding errors, billing discrepancies, or incorrect application of payer policies. - Contact insurance companies to obtain missing information, explain and resolve underpayments and arrange for payment or adjustment processing on behalf of client. - Prepare and submit correspondence such as letters, emails, faxes, online inquiries, appeals, adjustments, reports and payment posting. - Maintain thorough documentation, including root cause of underpayment issues, trends, outcomes, and lessons learned to support ongoing improvement efforts and knowledge sharing within the organization. - Actively participate in discussions, meetings, and brainstorming sessions where team members contribute insights and suggestions for improving processes. - Demonstrate a commitment to upholding ethical standards and compliance with relevant regulations and guidelines in all reimbursement optimization activities. Qualifications - Strong performance in the Underpayment Analyst role - Experience with mentoring/supporting others - Experience with Month End duties - Examples of going above and beyond in current role - Experience with being delegated responsibilities outside of the Underpayment Analyst role - Moderate computer proficiency including MS Excel, Word and Outlook. Requirements - A quiet, distraction-free environment to work from in your home. - A secure internet connection is required. - Home internet with speeds >20 Mbps for downloads and >10 Mbps for uploads. - The workspace area accommodates all workstation equipment and related materials and provides adequate surface area to be productive. - Employment is contingent upon eligibility to work in the U.S., employment history verification, and a background check. Benefits - We offer paid training and incentive plans - Our medical, dental, vision, and life insurance benefits are available from the first day of employment - We enjoy excellent work/life balance - Our Employee Resource Groups build community and foster a culture of belonging and inclusion - We match 401(k) contributions - We offer career growth opportunities - We celebrate 12 paid holidays and generous paid time off Company Description Revecore has been at the forefront of specialized claims management, helping healthcare providers recover meaningful revenue to enhance quality patient care in their communities. We’re powered by people, driven by technology, and dedicated to our clients and employees. If you’re looking for a collaborative and diverse culture with a great work/life balance, look no further.
A well established, well connected Title Insurance Agency based in Midtown NYC is currently recruiting for an experienced Closing Desk Officer. Knowledge of Title Bills and Title Policies required. If you have at least 2 years experience within the Title Industry in one or more of these roles, we'd like to hear from you. Responsibilities: - Prepare both Owner and Loan Policies. - Prepare title invoices - Order Tax and Title Continuations - Schedule Title Closers - Manage closing calendar - Processing post closing packages and scanning into system - NY ACRIS system as needed - Miscellaneous items as needed to successfully run closing desk - Good reading and comprehension skills - Good organizational and multi- tasking skills - Proven customer service skills - Proficiency with personal computers - Must have problem solving capabilities and a sense of urgency Education and/or Experience: - High School diploma or equivalent - Practical work experience within real estate industry or vendor management service company - Working knowledge of real estate titles
Underwriting Assistant
Convelo Insurance GroupSpecialty insurance programs and wholesale coverage, powered by niche expertise and delivered with speed and integrity.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description - Establish new submission in the clearance system and handle according to established procedures - Assist Underwriters with quote, binder, and policy issuance workflow - Gather and organize information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision - Assist the Underwriter with the computation of rates and premiums - Review incoming insurance applications for accuracy and completeness - Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts - Work with and follow up with producers for any outstanding information - Process and distribute insurance binders, endorsements and policies within processing standards established by management - Prepare all policies in accordance with final binders inclusive of review by underwriting staff - Manage all account documentation Qualifications - Bachelor's Degree - 1-3 years of underwriting experience - Demonstrated strong written and oral communication skills - Ability to work both independently and within a team environment Company Description Convelo is a managing general agent and wholesale broker positioned perfectly to give agents and brokers easy access to the most competitive specialty insurance products in the healthcare, senior living, non-profits, human services, and other sectors. Convelo is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives and we strive to do the same for our employees.
Wholesale Lending Sr. Underwriter
THE DART BANKDart Bank is a community bank, serving our community since 1925. We specialize in providing financial services, but we are passionate about serving the community and building real relationships with people. Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. Our array of products and services and our longstanding history within our communities shows we care about what matters most for our customers and we are there for them for the most important times in their lives. Dart Bank. For What Matters Most.
Job DetailsLevel: ExperiencedJob Location: Mortgage Division Office - Lansing, MI 48912Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: NoneJob Shift: DayJob Category: BankingWholesale Lending Senior Mortgage Underwriter THIS POSITION COVERS THE WEST COAST. EXPECTED WORKING HOURS ARE 11 AM - 8 PM EASTERN (8 AM - 5 PM PACIFIC). Summary: All Dart Bank team members take 100% ownership of their positions. They are proactive, flexible, courteous, and resourceful. They have a “how can we make this work” mindset and provide the best customer service possible. They are innovative and creative in meeting the needs of their position and in offering ideas and solutions that will be of benefit. They are excellent at prioritization and organization to ensure maximum customer satisfaction. Underwriters are self-sufficient, confident, and accurate decision makers. They work both independently and cohesively with others and foster a team environment. The focus of an underwriter is to provide sound risk evaluation of mortgage applications while always putting the customer first ensuring the highest loan quality. Maintaining an attitude of approachability and willingness to assist in troubleshooting with customers and Dart Bank departments as needed. They thrive in our ever-changing environment and take great pride in contributing to Dart Bank being an industry leader. Primary Duties: Underwrite mortgage loan transactions as required. Products determined by approved Underwriting authority. Run various AUS programs, review findings and clear conditions. Thorough understanding of underwriting fundamentals and able to implement changing regulations, guidelines and overlays to ensure quality transactions that meet all salability requirements. Review and analyze complex financial statements, personal and corporate tax returns. Review credit worthiness, assets, income, sale contracts, appraisal, title and supporting documents in accordance with agency and/or investor guidelines. Issue loan decisions (including adverse) in accordance with compliance regulations. Responsible for reviewing loan documentation provided by internal teams and external partners to ensure conditions are met and transaction meets program salability requirements. Prioritize workflow to meet deadlines, maintaining or exceeding established turn times and SLA. Perform due diligence on all borrowers, their employment and subject property and investigate loan transactions for any fraudulent activity. Execute an appraisal analysis to determine that acceptable collateral standards are met, while completing the necessary research to determine federal, state and company compliance. Assist post-closing/insuring with any additional documentation or requests-both internal and external. Responsible for adhering to all Quality Control/investor requirements including but not limited to timely response to audit requests. Actively participate and advocate the bank’s training and development programs and commitment to learning. Excellent verbal and written communication skills with the ability to handle delicate situations with diplomacy and tact. Maintain strong knowledge and understanding of Agency and product requirements. Continuing education is required. Responsible for following company policies and procedures as directed. Never employ workarounds to procedures or policies. Be relentlessly resourceful in finding answers and assist in creation of trainings, manuals and job aids as needed. Willing and able to assist mortgage teams with questions and training as needed. Maintain strong positive communication with all departments to develop cohesive working relationships. All other duties as assigned. Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act. Essential Functions: Use of hands or equivalent ability to complete required tasks. Vision or equivalent ability to complete required tasks. Strong communication skills and a positive attitude. Relationships with external contacts are vital, position involves extensive personal contact with outside sales partners, customer service is a top priority. Maintain positive relationship with sales partners (internal and Mortgage Brokers)—phone and email communication are required. Skills: Consistency and Commitment Organization Ability to adapt to quick changes Time Management Customer Service Computer literacy Education/Training/Experience: 5+ years of recent mortgage underwriting experience, proficient with AUS and appraisal reviews, encompass knowledge and agency guidelines expertise. Experience in the wholesale market is preferred. Minimum Education Requirement: College degree or equivalent experience. Reports to: Wholesale Lending Underwriting Manager QualificationsDart Bank is a community bank, serving our community since 1925. We specialize in providing financial services, but we are passionate about serving the community and building real relationships with people. Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more. Our array of products and services and our longstanding history within our communities shows we care about what matters most for our customers and we are there for them for the most important times in their lives. Dart Bank. For What Matters Most. We offer: Medical Benefits Dental Vision 401(K) Employee Stock Ownership Plan Paid vacation & sick time Flexible scheduling Employee Assistance Program Dart Bank University At Dart Bank you can expect to be surrounded by a team that will support you and invest in your growth in a quick-paced work environment where we deliver exceptional customer service. We are a local business that cares about our employees and our community. Dart Bank is committed to providing equal opportunity in employment and prohibiting all forms of unlawful discrimination and harassment. All employment decisions, policies, and practices, in terms of the recruitment process and other conditions and privileges of employment, will comply with applicable federal, state, and local anti-discrimination laws. The Company seeks, employs, promotes, and compensates qualified individuals based on ability, as demonstrated by performance and other legitimate non-discriminatory factors, without regard to race, color, religion, national origin, citizenship, ancestry, sex (including sexual orientation, gender expression, and gender identity), age, physical or mental disability, pregnancy, genetic information, military status, veteran status, or any other protected status under federal, state (in Michigan: marital status, familial status, height, weight, and misdemeanor arrest record), or local law (individually and collectively, “Protected Class”).



