As the Underwriting Technician, you are responsible for reviewing requests via email from the agents and underwriters. You will accurately set up the requests in the system and send them to the Underwriter, Underwriting Associate or other members of the policy services team for processing. Accountabilities: Compile data to set up new account information into the GuideOne Policy Administration System for all niches. Research including but not limited to: FEIN, name and address verification, NTEE codes and duplicate accounts Import documents into the Policy Manager system (ECM) and assign to appropriate person per designated workflow. Responsible for maintenance of (
[email protected]) inbox Imports, labels and distributes policy applications, endorsements, loss runs, surveys and other documents as requested based on workflow. Maintains accurate and professional file documentation in support of the underwriting process. Prepares, proofreads, and sends correspondence in order to assi...Technician, Underwriting, Field, Policy Manager, Insurance, Business Services