Underwriting Assistant - job 1 of 2

As an Underwriting Assistant at Morstan General Agency, your key responsibilities include assisting underwriters by reviewing insurance applications, ensuring proper documentation for quotes and binders, issuing policies, and managing state filings. You'll also engage in the sales process by providing quotes and handling renewals, which demands a meticulous eye for detail and an understanding of underwriting guidelines.

To qualify for the Underwriting Assistant role at Morstan General Agency, candidates typically need a high school diploma or equivalent. Having one to two years of related experience in insurance underwriting or a similar field is often preferred. Strong communication skills and a commitment to confidentiality are essential for this position.

Success as an Underwriting Assistant at Morstan General Agency relies on possessing exceptional organizational and communication skills. You'll need to quickly navigate through applications and submissions while maintaining a high level of accuracy. Familiarity with agency management software and the ability to work effectively in a team will also contribute to your success.

Morstan General Agency offers a supportive work environment for Underwriting Assistants, focusing on career growth and total well-being. We provide a competitive benefits package, including health insurance, financial benefits, and mental health support, to ensure our team members feel valued and engaged.

The pay range for an Underwriting Assistant at Morstan General Agency typically falls between $25.00 and $28.00 per hour, depending on qualifications and experience. This reflects our commitment to rewarding talent and ensuring competitive compensation in the industry.

When answering this question, focus on specific instances where you successfully reviewed applications, highlighting your attention to detail and ability to identify crucial information. Provide examples of how your thorough evaluations led to accurate underwriting decisions.

To effectively answer this question, explain your method of prioritizing tasks based on urgency and importance. Discuss the tools or techniques you use to stay organized and ensure timely completion of underwriting tasks.

Share your strategies for reviewing and cross-referencing data to maintain high accuracy in processing quotes. Emphasize your commitment to double-checking work and utilizing agency software effectively.

When responding, describe your approach to communication, emphasizing active listening and empathy. Provide an example of a difficult conversation you've navigated, showcasing your ability to resolve conflicts while maintaining professionalism.

Discuss qualities such as attention to detail, strong communication skills, and the ability to work collaboratively. Highlight how these traits contribute to the overall efficiency of the underwriting process and client satisfaction.

Share your methods for staying informed, such as participating in industry webinars, reading relevant publications, or joining professional groups. This shows your commitment to continuous learning in the field of underwriting.

Provide a specific example where you recognized a potential risk, emphasizing the steps you took to investigate and how your findings influenced the underwriting process. This demonstrates your analytical capabilities.

Outline the protocols you follow to protect sensitive information. Mention your understanding of confidentiality agreements and the importance of safeguarding client data in the underwriting process.

Discuss the software tools you have experience with, particularly those relevant to underwriting. Highlight your proficiency in using these systems to streamline processes and enhance efficiency.

Reflect on your passion for the insurance industry and your admiration for Morstan's commitment to customer service and team member well-being. Express your enthusiasm for contributing to the company's success through this role.