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.

Responsibilities

• Receive, review, and process hard copy policy documents in accordance with established procedures
• Generate, prepare, and send policy documents to policyholders in a timely manner
• Sort 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 compliance
• Monitor, order, and maintain mail services and general office supplies to support daily operations
• Collaborate with the director or supervisor to process underwriting and policy-related tasks
• Follow established procedures to manage routine tasks, including policies, binders, endorsements, cancellations, reinstatements, and final audit transactions
• Utilize problem-solving skills to address low-complexity issues; escalate more complex issues to the supervisor
• Support client communications as required by responding promptly to client needs, maintaining a high level of professionalism and ensuring a positive client experience
• Answers 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 conversations
• Support a positive workplace culture by promoting open, solution-oriented communication, encouraging teamwork, and maintaining a focus on shared goals and productivity
• Collaborate with co-workers and supervisors to meet client needs and contribute to achievement of internal team goals
• Look for opportunities to improve processes to better support client and build knowledge and expertise in underwriting

Skills

• High School Diploma or equivalent
• 1-2 years of customer service experience
• Good attention to detail, organizational and communication skills
• Ability to learn and adapt quickly in a fast-paced environment
• Excellent ability to navigate change
• Previous clerical or administrative work
• Quick solver
• MS Suite and Excel experience

Benefits

• 100% paid employee health insurance available on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• Remote positions are Internet stipend-eligible
• 401k with employer match, vested on Day 1
• HSA/FSA available
• Long Term and short-term disability employer-provided
• Generous PTO plan with paid holidays + floating holidays
• Development and growth opportunities
• Comprehensive wellness program and prioritization of employee health

Company Overview