Mail and Underwriting Assistant

ReSource Pro is focused exclusively on the insurance industry and is seeking a Mail and Underwriting Assistant to handle the processing and distribution of policy documents. The role involves supporting underwriting functions and policy operations, ensuring efficient communication and resolution of client needs.ResponsibilitiesReceive, review, and process hard copy policy documents in accordance with established proceduresGenerate, prepare, and send policy documents to policyholders in a timely mannerSort and manage return mail, determining appropriate next steps such as re-mailing or updating records and coordinate and track certified mail to ensure accurate delivery and complianceMonitor, order, and maintain mail services and general office supplies to support daily operationsCollaborate with the director or supervisor to process underwriting and policy-related tasksFollow established procedures to manage routine tasks, including policies, binders, endorsements, cancellations, reinstatements, and final audit transactionsUtilize problem-solving skills to address low-complexity issues; escalate more complex issues to the supervisorSupport client communications as required by responding promptly to client needs, maintaining a high level of professionalism and ensuring a positive client experienceAnswers questions professionally and assists clients by completing a task or process for them; fostering a respectful and collaborative environment by upholding professionalism and engaging in constructive and respectful conversationsSupport a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivityCollaborate with co-workers and supervisors to meet client needs and contribute to achievement of internal team goalsLook for opportunities to improve processes to better support client and build knowledge and expertise in underwritingSkillsHigh School Diploma or equivalent1-2 years of customer service experienceGood attention to detail, organizational and communication skillsAbility to learn and adapt quickly in a fast-paced environmentExcellent ability to navigate changePrevious clerical or administrative workQuick solverMS Suite and Excel experienceBenefits100% paid employee health insurance available on Day 1Eligible for all medical, dental, and vision benefits on Day 1Remote positions are Internet stipend-eligible401k with employer match, vested on Day 1HSA/FSA availableLong Term and short-term disability employer-providedGenerous PTO plan with paid holidays + floating holidaysDevelopment and growth opportunitiesComprehensive wellness program and prioritization of employee healthCompany OverviewWe help insurance organizations thrive in disruptive times It was founded in undefined, and is headquartered in St Petersburg, Florida, US, with a workforce of 1001-5000 employees. Its website is https://www.resourcepro.com/growth-solutions/.



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