Underwriting Analyst- JGS Insurance

JGS Insurance partnered with Baldwin Risk Partners to provide a heightened level of service and support to our clients in New Jersey, New York, Pennsylvania and throughout the country. Together, with our partner firms, we are innovating the industry by taking a holistic and tailored approach to risk management, insurance, and employee benefits. The two principal owners of JGS, Kenneth Hager and Vincent Hager, represent in excess of 40 carriers both national and regional. We recognize the complexities and demands of a comprehensive insurance program for our clients. We realize that very often cost is a decisive factor in determining your selection of an insurance carrier. Our growth path includes increased geographic representation across the U.S., expanded client value propositions and new lines of insurance to meet the needs of evolving lifestyles, business risks, and healthcare funding.

SUMMARY:

Position is responsible for data entry of accounts into our agency management (AMS 360) and Access Rating systems, issue policies in-house, request coverage of non-XL policies to carriers, proofread and send policies/endorsements to brokers; and provide prompt and courteous service to underwriters, brokers, coworkers and management. This includes providing the necessary support to the overall production and profit objectives of the department.

ESSENTIAL FUNCTIONS:

• Data Entry: Import new customer information in AMS 360 and PPP Rating (Access) systems

as needed.

• Review bind orders: Review binding documentation to ensure risks meets requirements

outlined in the Underwriting Guidelines set by the carriers.

• Generate various types of policies and forward to brokers: Issue policies when indicated in

the Processing Task File in Image Right and invoice accordingly.

• Bind Chubb Low Limit Umbrella and CNA's Boiler and Machinery accounts: As indicated in the Tasks, forward binding documents to Chubb/CNA and obtain a policy number. Upon receipt of policy number, bind in PPP Desktop system. For new accounts, move Prospect information to Customer information; and set up policy in AMS 360. Generate an invoice from our AMS 360 system and Email binder and invoice to Brokers. Set tasks for policy follow-up. Upon receipt, proof-read and request corrections to the carrier if necessary prior to sending to brokers.

• Send electronic policies to Brokers: Upon receipt of policies (other than in-house issued policies), document receipt, proofread and send policies to broker. Copies of all correspondence to be attached in Image Right with appropriate description. All communications (written and verbal) must be documented in Image Right, as indicated in the PPP Procedures Manual.

• Endorsements: Duties include generating endorsements as requested by brokers and indicated by assignment from the Underwriters in Image Right Task folder. This consists of assuring reasonable turnaround time for processing (within 5 days). Endorsements to be maintain in date order received. A minimum of 10 endorsements should be processed per day, to avoid backlog (subject to change depending on volume).

As needed:

• Assist department with generating Loss History reports

• Invoice accounts

• Process ODEN (legal notices of intent to cancel to insureds and brokers)

• Assist with coverage of other when they are out of office

QUALIFICATIONS:

• Education: High school diploma or equivalent required; bachelor's degree a plus

• Good grammar and writing skills

• Excellent Data Entry skills

• Knowledge of computer systems and operations. Knowledge of AMS360 and Image Right

Systems a plus

• Good listening and communications skills

• Attention to detail a must

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