Rate Quotes
* Review all initial rate quote requests to confirm required information is provided (Salesforce documentation, rates, increase amounts, class guides, surcharges, insurance structure, actuarial information, etc.).
* Prepare quotes in the established departmental format (or updated format as determined) before assigning to the Underwriter.
* After the Underwriter completes the quote, verify all required documentation is saved to the shared drive and ensure Salesforce is updated accurately (UW folder, UW authority, fee structure in Product section, changes clearly marked, etc.).
* Coordinate with Account Managers to track client acceptance, manage requested revisions, communicate changes back to the Underwriter, and ensure accepted proposals are added to living rates.
* Confirm all documentation is properly stored and recorded prior to transitioning the request to DI.
Form Reviews
* Validate that all required documents for form review are submitted (dec pages, forms, redlines, certificates of translation where applicable, etc.).
* Review form changes to determine whether Underwriter review is necessary and notify the Underwriter when updates are administrative only (e.g., compliance edits, formatting, contact information), helping streamline the process.
General Project Management
* Take notes and track action items for underwriting meetings and quarterly business line reviews, ensuring follow-through and transparency.
* Provide organizational support for major underwriting initiatives, including:
o New Program Implementations: Verify all required information has been collected from Underwriters and internal support teams and ensure checklists are completed.
o Profit Share Management: Maintain an organized list of all profit share agreements, required data, run and payment dates, and verify proper sign-off and storage of documentation once profit share calculations are completed.
o Assist in creating presentations and executive reports by conducting research, gathering data from internal reporting systems, and preparing initial draft layouts.
