Temporary Underwriting Assistant

Description

The Temporary Underwriting Assistant (Data Entry) supports the underwriting team by accurately entering, verifying, and maintaining submission and policy data in the Policy Administration System and supporting spreadsheets. This role is essential to timely, informed underwriting decisions, keeping data complete, current, and error-free from submission intake through rating, binding, issuance, and endorsements. The Underwriting Assistant works closely with agents and internal departments to obtain missing information and ensure data accuracy and compliance throughout the policy lifecycle. 

• →Accurately enter new business submission data into the Policy Administration System and the Excel/Excel Online intake log, keeping submission tracking records current 
• →Review incoming submissions for completeness, verify entered data against source documents, and clear new business submissions in the system 
• →Key in application, payroll, and class code information to generate rating worksheets in the Policy Administration System 
• →Complete initial data entry on the Risk Analysis Worksheet (RAW), ensuring every field is populated accurately and consistently 
• →Identify missing, incomplete, or inconsistent data, contact agents to obtain it, and update records promptly once received 
• →Log and assign submissions to the appropriate underwriters, recording assignment details in tracking spreadsheets 
• →Input endorsements, including cancellations, reinstatements, and policy changes, and verify the accuracy of updated records 
• →Input renewal data and update policy records to support preparation of renewal quotes 
• →Perform quality checks on entered data to find and correct errors, duplicates, and discrepancies 
• →Maintain organized electronic files by scanning, indexing, and uploading documents to the correct policy records 
• →Generate and send policies, quotes, proposals, and welcome kits to agents and policyholders within established timeframes 
• →Update standard reports and spreadsheets on submission volume, turnaround times, and data entry status 
• →Respond to internal compliance inquiries and to data requests from agents, brokers, and policyholders 
• →Perform other related duties and special projects as assigned to support department and company goals.

• 3–5 years of data entry or administrative experience preferred 
• Prior data entry experience in workers’ compensation or insurance strongly desired 
• Advanced proficiency in Microsoft Excel (data entry, sorting, filtering, formulas, and lookups) and the Microsoft Office suite 
• Fast, accurate typing and 10-key skills 
• Exceptional attention to detail with a high degree of accuracy when entering and verifying data 
• Experience using policy administration, database, or other data management systems 
• Ability to handle high volumes of data entry in a fast-paced, deadline-driven environment 
• Strong organizational and multitasking abilities, with the ability to prioritize a work queue 
• Capable of interpreting and following written, verbal, or diagrammed instructions and standard data entry procedures 
• Clear written and verbal communication skills for following up on missing or inconsistent information 
• Reliable and punctual in remote work settings, with effective communication via Teams, email, and phone 
• Receptive to direction and able to adapt to changing systems, processes, and market conditions 
• Maintains the confidentiality of sensitive policyholder and company data, with demonstrated discretion and sound judgment 

This position is located in a professional office environment.  This role routinely uses standard office equipment and requires the physical demands of a normal office position with some light lifting.  This is a full-time temporary position.

This job description is not a contract of employment. It represents the minimum requirements of the job and includes the major responsibilities but not all responsibilities. Trean Corporation will change and update this job description, as necessary. 

Any employment with Trean Corporation will be “at will,” meaning that either you or the Company may terminate your employment at any time and for any reason, with or without cause or advance notice.