Underwriter I

Hybrid • Tulsa, OK - TULSA, OK 74119

• Level: Experienced
• Position Type: Full Time
• Job Shift: Day
• Travel Percentage: Negligible

The underwriting customer service representative is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of company products and programs as well as communicating effectively with team members within the customer service department.

Qualifications

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Services agents and customer payments via phone
• Manual rating
• Review and provide instructions for processing of items flagged for Underwriter I level
• Calls agents for questions and clarification on policies
• Send memos via Connect to agents for current information
• Processes responses to memos for additional information identified as Underwriter I level
• Review applications for edits flagged as Underwriter I level review
• Review and process Underwriting Loss Reports identified as Underwriter I level review
• Review and process Claim Set Up Reports identified as Underwriter I level review
• Review application of prior company experience history
• Performs other incidental and related duties as required and assigned

KEY COMPETENCIES
Communication Proficiency – Verbal and Written. Problem Solving/Analysis. Time Management. Customer/Client Focus. Teamwork Orientation. Technical Capacity

SUPERVISORY RESPONSIBILITIES
This position does not require any supervisory responsibilities

MINIMUM EDUCATION, SKILLS, AND REQUIREMENTS

• High School Diploma or equivalent
• 2 years’ experience as an underwriter or 5 years of underwriting customer service experience
• Familiar with standard concepts, practices and procedures within underwriting field
• Proficient with Microsoft Office Suite
• Detail oriented; strong analytical skills and excellent communication and interpersonal skills
• Sets a high standard for responsiveness and commitment to meet the needs of agents andcustomers.
• Build strong relationships with agents
• Ability to work scheduled hours

PREFERRED EDUCATION AND EXPERIENCE

• CISR designation
• Bachelor degree in business, marketing, or other related field
• Bilingual

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this job. While performing the duties of this job, the
employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or
controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and
taste or smell. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities
required by the job include close vision, distance vision, color vision, peripheral vision, depth perception
and the ability to adjust focus.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
functions.

WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment
such as computers, phones, photocopiers, filing cabinets, and fax machines.

SPECIAL REQUIREMENTS
Subject to a criminal background check prior to employment.

NOTE: The above statements are intended to describe the general nature and level of work being
performed by the person assigned to this job. They are not intended to be an exhaustive list of all
responsibilities, duties, skills and physical demands required of personnel so classified