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Aerotek Assistant II - Underwriting in Kalispell, Montana


Job Profile Description

Enters new business

applications, initiates renewal application processes, processes term letters

and distributes applications to support the underwriting process.

Prepares and sends

binding correspondences and proofs outgoing correspondences for adherence to

company standards to ensure the team remains compliant.

Determines rate

adjustments for some policies with existing coverage, applies terms and reviews

new business quotations received from plan advisors/brokers/underwriters.

Runs pre-defined

statistical reports for underwriting managers and sets up and issues policies

per underwriter instructions.

Processes and

invoices computer generated policies and assembles them in accordance with

departmental standards to ensure the team remains compliant.

Prepares monthly

renewal and anniversary reports for managers to determine new and existing

business opportunities.

Prepares standard

instruction form for issuance of policy documents to support the underwriting



Job Description For Posting

Job Description For


What can you expect?


In conjunction with and under the supervision of the

Underwriting manager, reviews, analyzes, and handles quotations, services

existing book of business. Utilizes appropriate software to evaluate

recommendations and determine policy approval and process all additional

policy-related information.


A great entry-level position to get into the insurance industry.


In the first 30 days you can expect to participate in a robust

virtual training program, on the job, and computer-based training.


Work an 8 hour shift between our hours of operation 7am-7pm

Monday- Friday.


In this role you can expect to service our clients and

colleagues primarily via phone and chat, you must be comfortable conversing and

working in a phone-based position while providing top-tier customer service.


You will be joining a team of highly motivated and knowledgeable

individuals ranging from Sr. Underwriters to Jr. Underwriters.

What is in it for you?


A company with a strong brand and strong results to match


Culture of internal mobility, collaboration, and valued

partnership with HR from the business.


Employee Resource Groups which provide access to leaders,

relevant volunteer and mentoring opportunities, and interactions with

counterparts in industry groups and client organizations


Flexible work opportunities for work/life balance

We will count on you to:


Underwrite new submissions to ensure new policies are correct,

per guidelines.


Process endorsements, cancellations and reinstatement's, and

handle billing issues and completes policy issuance.


Review all underwriting information to include applications,

photographs, elevation certificates and third-party internet resources to

correctly underwrite the policy.


Provide customer service to agents Respond to by phone support,

online chat and emails and meet required production KPIs as defined by



Review correspondence from agency including requests for

endorsements for acceptability


Communicate in a concise, tactful, prompt and effective manner

both over the phone and by email.


Maintain a positive working relationship with agents, customers,

coworkers and others.

What you need to have:


Excellent written and verbal communication.


Basic to intermediate technical knowledge of systems and



Attention to detail


Basic computer knowledge and comfortable using the Microsoft

suite. Microsoft Office suite, particularly Word, Excel, and Outlook.

What makes you stand out:


Previous experience in the insurance industry helpful but not



Previous customer service experience

About Aerotek:

We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing® Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.