Underwriting Assistant - Casualty - Swiss Re - San Francisco, CA
Underwriting Assistant - Casualty - Swiss Re - San Francisco, CA
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About The Team
Key Tasks
About Swiss Re
Swiss Re Corporate Solutions provides risk transfer solutions to large and mid-sized corporations around the world. Its innovative, highly customised products and standard insurance covers help to make businesses more resilient, while its industry-leading claims service provides additional peace of mind. Swiss Re Corporate Solutions serves clients from over 50 offices worldwide and is backed by the financial strength of the Swiss Re Group.
Are you looking for a role that involves high interaction and coordination with underwriting, near-shore/off-shore, other functional areas including, but not limited to Products, Finance, Claims, and Policy Processing?
High interaction via telephone, e-mail, or in person with external customers delivering customer service, and obtaining/providing information as needed. Communicate with others to answer questions, reviewing files, records, and other documentation as needed; disseminate or explain information, take direction, and address complaints. Conduct preliminary deal analysis; prepare applicable account data for review by underwriter or client manager. Read, organize and work with detailed source documents from external customer information, determine appropriate next steps. Attend meetings, seminars, and programs to learn about new processes and guidelines, learn new skills, and stay updated with the underwriting team supported. Participate on special projects, as assigned. Compliance and Controlling Perform assigned rule-based tasks following standard operating procedures or submit to and interact with near-shore/off-shore, and policy processing teams as appropriate. Initiate and follow appropriate process steps for work completion using systems, tools, and templates providing or directing data entry, including administrative and processing support (transcribing data as needed) while following established standard operating procedures or process steps. Responsible for compiling, sorting, reviewing and verifying data accuracy using source documents, detect errors, and initiate correction while following-up with underwriter or process owner regarding any inconsistencies found. Modify, update, and process changes to existing policies at direction of underwriter including calculating premium adjustment; and updating tools, systems, and policies as needed. Create and maintain hard-copy and electronic records management following established guidelines and processes. Maintain deal status in systems including associated open/completed tasks About YouPerformance measurement criteria
Adhere to established performance standards and metrics applicable to the business unit supported.
Educational background Associates Degree or equivalent experience; 4-year degree a plus Professional experience Minimum 1-2 years relevant experience. Knowledge and understanding of commercial (property / casualty) insurance principles and practices. Personal qualities Excellent computer skills – Microsoft Office, Lotus Notes Demonstrated knowledge of arithmetic and algebra, administrative and clerical procedures including managing files and records, general economic and accounting principles, and principles and processes for providing customer service. This includes meeting established time and quality standards ensuring customer happiness. Proven ability working in globally located team situations, understanding and demonstrating sensitivity toward cultural differences. Demonstrated success working reciprocally in a matrix environment. Ability to establish priorities and to plan, coordinates, and monitor personal work plan maintaining status and oversight of multiple submissions. Strong social skills and ability to establish and maintain effective working relations with internal and external people in a multi-cultural environment. Excellent listening, reading, written, and verbal communication skills. Strong customer focus and service orientation. Can cope with changes in tasks and priorities. Ability to work independently and in conjunction with others. Proven analytical skills including ability to identify and report problems or errors while working with significant amounts of detailed information. Demonstrated ability to follow process steps, using different sets of rules under certain conditions, or determine proper order of process steps to get to desired end point. Demonstrated willingness to seek new knowledge keeping up-to-date technically and process-wise, applying new knowledge to daily work activities and responsibilities.Ability to accurately and efficiently analyze data following established processes and procedures.
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Reference Code: 81742
