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Coral Gables

    Underwriting Assistant - Coral Gables, United States - Cynet Systems

    Cynet Systems
    Cynet Systems Coral Gables, United States

    3 weeks ago

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    Description
    Job Description:
    • Initiate the advanced renewal notification process with accounting and with the underwriter.
    • Follow submission set up functions based on the specifics of each different line of business.
    • Correspond with client or broker to gather the information that facilitates the risk assessment process and provides underwriting support.
    • Responsible for downloading and handling all submission related information.
    • Manage new/renewal folders and track/follow up with the underwriter on the status accounts.
    • Fill in Operations tracker with bound accounts.
    • Submit request forms for new cedants or brokers.
    • Verify and complete information on the final model that was bound by the underwriter.
    • Enter new/renewal business into the policy management system- Sapiens.
    • Check that the final documentation matches the information entered in the system.
    • Update the system in the event there are any changes to the contact.
    • Work with the accounting team to enter any account adjustments in Sapiens.
    • Keep the Operations tracker up to date.
    • Review and compare any final slips and prepare for the underwriters signature.
    • Maintain accurate, up-to-date records in Sapiens, Image Right and our drive.
    • Serve as the liaison for underwriters and customers in order to track, manage, and prioritize any pending documentation.
    • Pull deviation reports monthly.
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