[Remote] Associate Underwriter- REMOTE

Note: The job is a remote job and is open to candidates in USA. Warner Pacific Insurance Services is seeking an Associate Underwriter to serve as a key liaison between brokers, medical and ancillary carriers, and sales consultants. The role involves reviewing applications, resolving submission issues, and ensuring compliance throughout the underwriting process.

Responsibilities

• Review new case submissions and promptly communicate with brokers and sales consultants regarding requirements or special circumstances within service level expectations
• Request necessary documents as per the carrier guidelines and maintain ongoing/open communication with the broker and sales consultant throughout the underwriting process
• Acknowledge receipt of required documents and submit group applications to carriers clean and complete, in a timely manner
• Ensure accurate and timely completion of all necessary documentation for approvals, modifications, or withdrawals
• Provide brokers with updates on any processing delays and potential impacts on coverage or premium costs
• Maintain knowledge of carrier guidelines, forms, applications, submission deadlines, completion deadlines, and relevant technology systems
• Make applicable recommendations regarding underwriting guidelines to broker and/or sales executive as needed for submission processing
• Conduct quality reviews of own work prior to submission to ensure accuracy and compliance with company standards
• Process post-approval corrections on behalf of the group, as needed
• In some markets, this role will also oversee the installation of the case, including welcome package and submission to finance for approval
• Monitor the status of submissions and proactively follow up with brokers to ensure timely receipt of carrier requirements
• Analyze and request any applicable carrier requirements from broker within applicable timeline set by the carrier
• Assist brokers who have questions pertaining to carrier guideline clarification or submission processing
• Provide backup support, desk coverage and assist other team members or departments as needed when requested by management
• Participate in knowledge-sharing and skill development
• Share observations and insights to contribute to process improvement discussions
• Maintain open communication with internal teams, brokers, and carriers to ensure efficient operations
• Perform related responsibilities and additional tasks as needed to support team and business operations
• Respond promptly to customer inquiries within established service level and provide exceptional service throughout the underwriting process
• Acknowledge urgent requests upon receipt
• Address client questions, concerns, or adjustments regarding their case submissions and work to resolve any issues in a timely manner
• Escalate any exception requests or escalated issues to a senior team member or manager
• Depending on the market, this role will also handle all customer service requests for the first 30 days post installation
• Treat all employees and internal/external customers with respect and support a positive and professional work environment
• Adhere to company policies, including those related to punctuality, attendance, workplace conduct and professionalism
• Adapt to change with a positive mindset and contribute to a supportive team environment
• Demonstrate strong judgment, integrity, and accountability in all aspects of job performance
• Complete assignments on time and proactively seek additional responsibilities when possible

Skills

• High school diploma or equivalent required; advanced education preferred
• Previous underwriting experience or a related background is beneficial, minimum of 1 year
• Strong written and verbal communication skills
• Proficient using computer systems, office software, and data entry
• Strong planning, organizational, and time management skills
• Solid analytical and problem-solving abilities with a focus on attention to detail
• Ability to multitask and work effectively under pressure

Benefits

• Merit increases
• Paid holidays
• Paid Time Off
• Medical
• Dental
• Vision
• Short- and long-term disability benefits
• 401(k) + match
• Life insurance

Company Overview