Underwriting Assistant

Job Title: Underwriting Assistant
Location: Plano, TX
Reports To: Vice President, Operations 
Employment Type: Full time

About Us
Help us insure it. Tokio Marine HCC is a leading global specialty insurance group, backed by the strength and stability of the Tokio Marine Group. With more than 50 years of sustained growth and profitability, and offices across the United States, the United Kingdom, Europe, and other international locations, we offer more than 100 classes of specialty insurance—covering everything from the crops that feed us and the concerts that entertain us to rescuing travelers abroad.

Guided by our Mind Over Risk philosophy, we empower clients to pursue opportunities with confidence while fostering a culture rooted in innovation, collaboration, and trust. Always Advancing, we embrace an entrepreneurial spirit; as Experts in Tomorrow, we anticipate what’s next; and by Reaching Out, we build genuine connections that enable our people and our business to thrive.
 

Job Summary

Under supervision, performs various clerical tasks to assist in the processing and renewal of specialty insurance policies and contracts for the Underwriting department.

Key Responsibilities

Relying on limited experience and knowledge, this role is responsible for accomplishing the following assignments. These assignments are varied in nature and frequently non-routine.

• Update and maintain departmental records such as updating policies, endorsements, policy status, quote information, countersignatures, invoices, broker information, etc.

• Prepare and draft correspondence such as quote letters, memorandums, declinations, or invoices, using mail, fax, or other electronic means.

• Answer phone and resolve basic inquiries or forward call to appropriate contact for resolution. Initiate phone calls to brokers and other parties to secure information or provide update status. 

• Perform incoming and outgoing mail and fax distribution.

• Prepare, process, and assemble approved policies, renewals, and other supplemental documents for distribution.

• Forward requested underwriting files and related documents to internal departments such as Claims, Accounting, etc.

• May perform basic underwriting activities such as preparing renewal loss analysis under the direction of an Underwriter.

• Perform other general clerical duties such as setting up files, copying, filing, faxing, scanning, ordering supplies, and operating departmental office equipment.

Position Knowledge, Skills, and Requirements

Education

• Minimum - High School or GED

• Preferred - 4 Year / Bachelor's Degree

Experience

• 5 Years Relevant and progressive experience in Underwriting

Other

• Ability to read and interpret documents such as plan of benefits, bid specifications, claim reports, and procedural manuals

• Possess and have ability to apply basic knowledge of principles, practices, and procedures

• Good written and verbal communication skills with an emphasis on confidentiality, tact, and diplomacy

• Good organizational and analytical skills; demonstrated ability to manage multiple tasks simultaneously

• Intermediate proficiency and experience using Microsoft Office package (Excel, Access, PowerPoint, Word)

Working Conditions and Physical Demands

Additional Working Conditions and Physical Demands

• Overtime hours may be required to fulfill job responsibilities

• May be required to remain stationary for extended periods of time

• May be required to move up to 10 pounds

• Must be able to operate a computer and other devices

• Close vision and ability to adjust focus, such as required to read a computer screen

Disclaimer Note

This document is intended to describe the general nature and level of work being performed, and is not to be construed as an exhaustive list of all responsibilities, duties and skills required for the job.

TMHCC will consider all requests for reasonable accommodation as outlined in the Employee Handbook. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.