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Trean Insurance Group logo
Trean Insurance Group

full-service insurance and reinsurance solutions

Underwriting Assistant

UnderwriterUnderwriterOtherRemoteSeniorTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

105 days ago

Salary

$20 - $25 / hour

Seniority

Senior

3 yrs expEnglish

Job Description

Underwriting Assistant

Trean Insurance Group

• Manage submission intake and track new business using Excel and Excel Online • Review and clear new business submissions • Enter submission data into the Policy Administration System to process rating worksheets • Communicate with agents to obtain required or missing information • Complete initial data entry on the Risk Analysis Worksheet (RAW) • Assign submissions to appropriate underwriters with attention to detail • Email policies and welcome kits to agents and policyholders • Process loss run and experience modification worksheet requests • Assist with preparation of renewal quotes • Bind and issue policies in the Policy Administration System • Process endorsements, including cancellations and reinstatements • Deliver proposals and quotes within established timeframes • Respond to internal compliance inquiries and external requests from agents, brokers, and policyholders • Participate in training, workshops, and conventions to stay current on workers’ compensation rules, regulations, and underwriting practices • Use resources such as IRMI and the NCCI website to enhance underwriting knowledge • Perform additional tasks and special projects as assigned

Job Requirements

  • 3–5 years of administrative experience preferred
  • Prior experience in workers’ compensation insurance strongly desired
  • Proficient in Microsoft Office, particularly Excel
  • Strong attention to detail with a high degree of accuracy
  • Ability to thrive in a fast-paced, customer-focused environment
  • Reliable and punctual, including in remote work settings
  • Receptive to direction with the ability to adapt to changing market conditions
  • Strong organizational and multitasking abilities
  • Excellent verbal and written communication skills
  • Capable of interpreting and following written, verbal, or diagrammed instructions
  • Maintains confidentiality of sensitive information
  • Demonstrated discretion, sound judgment, and strong administrative skills
  • Comfortable working remotely, with effective communication via Teams, email, and phone

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