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Underwriting Administrative Assistant

Troy, Michigan
Job Title: Underwriting Administrative Assistant
FLSA Status: Non‐Exempt
Department: Underwriting
Reports to: Sr. Vice President – Lender Services


Summary:
Creation of monthly reports for carriers as well as internal reports for metric analysis and quality
control. Quality control reviews of files. Maintaining manuals. Support of surplus lines filing
with sister company. Various support duties for Underwriters. Daily payment processing in ConceptOne system for specialty lines business, follow up on overdue payments. Administrative support for Underwriters through input of applications, preparing quotations and confirmation of binding, policy issuance, endorsements, assistance in remarketing renewals. This is a learning position and requires a willingness to learn through self‐study in addition to extensive training and work in conjunction with Underwriters.

Essential Duties and Functions: include the following. Other duties may be assigned.
 Accounting functionality in ConceptOne system including AR/AP. Monitor premium
collection for timely receipt and payment to carriers. Policy cancellations.
 Policy Issuance/Maintenance – produce policy and/or endorsements via ConceptOne;
verification of all policy/endorsement information prior to issuance. Documents sent for
surplus lines filings.
 Monthly reports from PowerSystems and ConceptOne; additional reports as needed for
metric analysis. Expertise in Excel including formatting, formulas, macros and data
manipulation.
 Problem Analysis – Ability to obtain and analyze information, determine possible
solutions and make recommendations.
 Underwriting – in training for risk analysis to determine the optimum terms/
conditions/provisions of policies for presentation.
 Renewals – assist Underwriters with review of expiring policies, re‐analysis of risk in
respect of current market conditions.
 Pursues a course of personal, professional development.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be
construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Proctor Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to religion, race, color, national origin, age, sex, height, weight, sexual orientation, gender identity, marital status, or status as a protected veteran, among other things, or status as a qualified individual with disability or any other category protected under applicable federal and state laws.

Competencies:
 Written Communication – Clear and concise presentation of ideas; edits work for
spelling and grammar, presents numerical data effectively and is able to read and
interpret written information.
 Oral Communication – Presentation of thoughts and ideas. Ability to give internal and
external presentations to groups. Communication with co‐workers under pressure.
 Prioritizing and Meeting Deadlines – Ability to prioritize competing responsibilities and
meet deadlines. Project management; balances long‐term projects with daily workload.
 Decision Making – Ability to make thoughtful decisions.
 Teamwork – Working relationship with peers, supervisors and members of other
departments. Provides assistance to others. Contributes toward organizational goals.
 Motivation and Attitude – Desires to excel on the job. Continually strives to exceed
standards. Demonstrates initiative and positive personal attitude. Willingness to take
on added responsibilities especially as new tasks are learned.
 Professionalism – Appropriate personal appearance, conduct and courtesy.
 Interpersonal skills— maintains confidentiality, remains open to others' ideas and
exhibits willingness to try new things.
 Problem solving— identifies and resolves problems in a timely manner, gathers and
analyzes information skillfully and maintains confidentiality.
 Quality control—demonstrates accuracy and thoroughness and monitors own work to
ensure quality.
 Adaptability— adapts to changes in the work environment, manages competing
demands and is able to deal with frequent change, delays or unexpected events.
 Safety and security— observes safety and security procedures and uses equipment and
materials properly.

Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. Reasonable accommodations may be made to enable qualified individuals with
disabilities to perform the essential functions.

Required:
 High School Diploma
 Proficient with MS Office Suite, especially Excel
 1 year administrative or accounting experience

Preferred:
 Work experience in insurance field

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be
construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Proctor Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to religion, race, color, national origin, age, sex, height, weight, sexual orientation, gender identity, marital status, or status as a protected veteran, among other things, or status as a qualified individual with disability or any other category protected under
applicable federal and state laws.

Physical Requirements Necessary on a Regular Basis:
1. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard,
mouse and telephone 7‐8 hours per day.
2. Speech and hearing sufficient for daily communication in‐person and via telephone.
3. Vision sufficient for use of a computer monitor.
4. Ability to sit at a desk 7‐8 hours per day.
5. Repetitive motion
6. Sedentary position
7. Worker not substantially exposed to adverse environmental conditions

This job description is not meant to be an all‐inclusive statement of the duties of the position
listed above. Other appropriate duties may be required from time to time.
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