Underwriting Assistant

Swiss Re San Francisco , CA 94118

Posted 2 months ago

Underwriting Assistant

About Swiss Re

Swiss Re Corporate Solutions provides risk transfer solutions to large and mid-sized corporations around the world. Its innovative, highly customised products and standard insurance covers help to make businesses more resilient, while its industry-leading claims service provides additional peace of mind. Swiss Re Corporate Solutions serves clients from over 50 offices worldwide and is backed by the financial strength of the Swiss Re Group.

About the role

Swiss Re is looking for an experienced Underwriting Assistant to work in our San Francisco office for our General Property line of business. If you are a motivated and detail oriented individual who enjoys working in a challenging environment this opportunity is for you!

About the team

  • Deliver timely and accurate customer service, account processing, administrative, technical and marketing support to the underwriting process for Property/Casualty Underwriters.

  • High interaction and coordination with Underwriting, and other functional areas including, but not limited to Products, Accounting, Finance and Claims. Regular interaction via telephone, e-mail and occasionally in person with various customers.

  • Review, update and maintain account information, data, records and other documentation as needed; disseminate or explain information, take direction, give instructions and address with customer complaints and queries. Read, organize and work with detailed source documents from external customer information. Conduct preliminary deal analysis; prepare applicable account data for review by Underwriter.

  • Assist Underwriting Team with drafting and preparing contractual documents and invoices, organizing and preparing data for client/broker meetings and composing business correspondence as needed.

  • Occasional travel (20%) may be required to attend meetings, training sessions, seminars and programs to learn about new systems, processes and guidelines, learn new skills, and stay up to date with the Underwriting Team supported.

  • Actively participate on special projects, as assigned.

About you

Associates Degree or equivalent; 4-year degree preferred.Minimum 1-2 years applicable experience. Entry level will be considered. Knowledge and understanding of commercial (property / casualty) insurance principles and practices a plus. Excellent computer skills - Microsoft Office Suite with emphasis on Microsoft Excel, Outlook. Demonstrated knowledge of arithmetic, algebra, general economic and accounting principles. Understanding and experience with administrative and clerical procedures including managing electronic files, data and records. Exceptional understanding of principles and processes for providing excellent customer service. This includes meeting established time and quality standards ensuring customer satisfaction.

  • Proven ability working in globally located team situations, understanding and demonstrating sensitivity toward cultural differences.

  • Capability to work independently and within a team/group environment.

  • Demonstrated success working reciprocally in a matrix environment.

  • Ability to establish priorities and to plan, coordinate and monitor personal work plan maintaining status and oversight of multiple submissions.

  • Ability to easily adapt in an ever-changing environment.

  • Outstanding attention to detail and organizational skills.

  • Excellent listening, reading, written and verbal communication skills.

  • Proven analytical skills including ability to identify and report problems or errors while working with significant amounts of detailed information.

  • Strong interpersonal skills and ability to establish and maintain effective working relations with internal and external people in a multi-cultural environment.

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Underwriting Assistant

Swiss Re