Underwriting Assistant - job 2 of 2

As an Underwriting Assistant at Morstan General Agency, your key responsibilities will include assisting Underwriters in reviewing applications, obtaining necessary information, issuing quotes and binders, and ensuring policies are issued in a timely manner. You will play a crucial role in the sales and production process and help manage inspections, ensuring accuracy and compliance with underwriting guidelines.

To qualify for the Underwriting Assistant position at Morstan General Agency, you should have a high school diploma or equivalent along with one to two years of related experience. Exceptional telephone skills, confidentiality maintenance, and a willingness to learn about agency management software are also essential to succeed in this role.

New Underwriting Assistants at Morstan General Agency can expect comprehensive training that familiarizes them with our agency management software, industry guidelines, and best practices for handling insurance applications and inspections. Our supportive team will ensure you gain the necessary knowledge to navigate your responsibilities effectively.

The Underwriting Assistant role at Morstan General Agency offers a solid foundation for future career advancement in the insurance industry. With hands-on experience, mentorship from seasoned professionals, and opportunities to enhance your skills, you can pave the way towards roles such as Underwriter or other specialized positions within the company.

Underwriting Assistants at Morstan General Agency enjoy a comprehensive benefits package that includes health benefits, financial plans like 401k and ESPP, student loan assistance, tuition reimbursement, and mental health support. Additionally, paid time off and various discounts enhance overall well-being and work-life balance.

In your answer, share your interest in the insurance industry and how the Underwriting Assistant position aligns with your career goals. Highlight any relevant experiences that ignited your passion for underwriting or customer service.

Focus on your familiarity with the processes involved in reviewing and processing insurance applications. Give examples of your attention to detail and your understanding of relevant guidelines to assure the interviewer of your capabilities.

Discuss the importance of confidentiality in the insurance industry and outline practices you adhere to, such as following company policies and ensuring restricted access to sensitive documents.

Illustrate your organizational skills by explaining how you assess tasks based on urgency and importance. Provide examples of how you manage multiple responsibilities simultaneously while maintaining quality.

Mention any relevant experience with agency management software or underwriting tools, explaining your proficiency and willingness to quickly learn new systems that can streamline processes.

Use the STAR method (Situation, Task, Action, Result) to outline a specific challenge you faced, the steps you took to address it, and the positive outcome that resulted from your actions.

Emphasize your attention to detail and methods for double-checking your work, such as utilizing checklists or seeking feedback from colleagues to enhance the quality and accuracy of your output.

Share your positive approach to receiving feedback, addressing how you see it as an opportunity for growth. Provide examples of times when feedback helped you improve your performance.

List key qualities such as attention to detail, strong communication skills, and customer service orientation. Relate these qualities back to how they benefit the Underwriting Assistant role.

Express your enthusiasm for Morstan General Agency’s culture and commitment to customer-first principles. Share how the company’s values align with your own and how you see yourself contributing to the team.