Underwriting Operations Specialist

Amwins

Posted 3 months ago

Full Time

Scottsdale, Arizona

Hybrid

Smart Summary

Responsibilities

Provide foundational support to the underwriting team by coordinating proposal materials, organizing data, and maintaining documentation for sales and renewals. Assist with RFP responses, network analyses, and communication with brokers and carrier partners.

Qualifications

You have strong proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint. You are customer service oriented, detail-oriented, and possess strong teamwork and communication skills. A college degree or equivalent work experience, along with insurance and/or underwriting experience, is strongly preferred.

Must Have Skills for ATS

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job Description

Join Our Team as an Underwriting Operations Specialist at Amwins Self-Funded, LLC.!

Join Amwins Self-Funded, LLC., as an Underwriting Operations Specialist. The Underwriting Operations Specialist provides foundational support to the underwriting team by coordinating proposal materials, organizing data, and maintaining accurate documentation throughout the sales and renewal process. This role is designed as a learning and development position, giving team members hands-on exposure to the underwriting process while building the skills and knowledge required to grow into a full Underwriter role. This is an in-office position that offers flexibility to work from home up to 2 days a week after the completion of training.

Why Choose Amwins?

At Amwins, we value our team members and offer a range of benefits to enhance your work experience:

  • Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
  • Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
  • Continual Learning: Thrive in a collaborative, education-focused work environment.
  • Annual Bonus Program: Earn rewards through our bonus program after just one year of employment.

Learn more about us at amwins.com/benefits.

Responsibilities include:

  • Support: Assist underwriters in preparing RFP responses, renewal packets, and proposals for both new business and existing clients.
  • Review: Examine incoming prospects and renewal data for completeness and accuracy before submission to stop-loss markets.
  • Analyze: Assist with network analyses, utilization summaries, and quote spreadsheet preparation.
  • Organize: Maintain organized files of historical client and proposal data for business analysis and reference.
  • Communication: Interact internally with brokers, third-party administrators, and carrier partners as directed by the underwriting team.
  • Track: Monitor and follow up on outstanding submissions and renewal responses.
  • Administration: Provide general administrative and data support to ensure deadlines are met and deliverables are accurate.
  • Participate: Engage in training, team meetings, and workflow improvement initiatives to develop technical knowledge and business understanding.

Qualifications include:

  • Education: A college degree or equivalent work experience is strongly preferred.
  • Experience: Insurance and/or Underwriting experience is strongly preferred.
  • Confidentiality: Ability to maintain a high level of professionalism and confidentiality.
  • Customer Service Focused: Must be customer service oriented.
  • Tech Proficiency: Strong proficiency with Microsoft office products including Word, Excel, Outlook and PowerPoint.
  • Technology & Adaptability: Comfortable working in evolving, technology-driven environments, including the adoption of new tools, systems, and AI-enabled workflows; able to adapt quickly as processes and responsibilities change.
  • Prioritization: Proven ability to effectively manage time, prioritize workload and meet deadlines in fast-paced environment.
  • Strong teamwork skills: ability to work cooperatively and jointly with various staff members.
  • Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties.
  • Attention to Detail: Sense of urgency and attention to detail are necessities.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Amwins

At Amwins Benefits, we’ve created a portfolio of capabilities that span the benefits landscape, and we deliver them with hands-on service and expertise you can trust. So, whether you need a partner for the day-to-day or a problem solver for the complex, our goal is that whenever you think of benefits, you think of us. Whether it's small to mid-market, self-funded, ancillary, exclusive programs, or retiree healthcare, you can count on us for a fully integrated experience, in-depth regional expertise, customized retailer marketing strategies and white-glove sales support.
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