Underwriting Associate

at  SPOKE

We are seeking a dedicated and detail-oriented Underwriting Specialist to join our team. The ideal candidate will have a strong background in underwriting, exceptional analytical skills, and a keen eye for detail. This role involves assessing risks, evaluating applications, and making informed decisions to support our business objectives. If you have a passion for precision and a commitment to excellence, we invite you to apply and become a key part of our growing company.
Position Summary:
The primary role of this position is to provide back-office support for insurance underwriting processes for SPOKE’s insurance brokerage accounts. Reporting to the local Team Lead, the successful candidate will collaborate with key personnel from the client’s organization in New York City, as well as underwriters in the U.S. and London the candidate will also be responsible for performing basic back-office and administrative tasks such as record keeping, data entry, and other related duties as required.

Position Responsibilities:

• Processing of documents for clients’ use. Delivering of policy documents to necessary insured clients using correct templates and with utmost accuracy
• Encoding or data entry of customer information and policy data by inputting all relevant information on client-provided web-based tools such as SalesForce. This includes verifying data and liability limits by reviewing, correcting, deleting, or re-entering data as needed
• Accurate encoding of data for proposals and insurance policies
• Accomplishing application forms, bind order forms, etc. for client’s use
• Processing of bind orders and issuance of policy and invoice using the resources and tools provided by the client
• Entering information on client-provided tracking sheets for Statement of Values task
• Efficient use of websites or web-based tools for research such as but not limited to Google, Crunchbase, Norbert, and Linkedin to gather missing client information
• Communicating efficiently with clients and team members through various tools (chat, email, and some voice through google meet as needed). Speaking up and being proactive when things don’t seem right is a must
• Work with the team to ensure compliance with all data-privacy or data security of client- sensitive information as well as other policies governing client transactions, as well as local (host country) relevant laws.
• Maintaining of spreadsheets and or templates accurately and efficiently to ensure deadlines are met.
• Data encoding or digitization of information, which may include handwritten data from scanned documents into spreadsheets or word/pdf documents
• Help promote and support a culture of professionalism and integrity and build good working relationships with clients and colleagues.
• Provide feedback and insights on how existing processes may be improved.
• Participate with Employee Engagement activities that would promote the welfare and positive atmosphere for the team.
• An ability to “speak up” and inform management of ways we can improve or make something better. Either internally or at the client level.
• An openness to performing Ad-hoc tasks may be assigned from time-to-time either by the client or by immediate supervisor / manager.

Personal Competencies:

• Willingness to learn and adapt to the processes given per task
• Should have that “Will to go the extra mile” attitude
• Demonstrated ability to be a “Team Player”
• Keen attention to detail
• Candidate should be flexible when it comes to tasks assignment, schedule, etc.)
• Ability to work effectively with minimal supervision
• Self-motivated and ability to meet tight deadlines with a high degree of accuracy.
• Ability to multitask, prioritize, and manage time effectively.
• Demonstrated ability to work well under pressure
• College Degree Holder preferred or should have finished at least 2nd year college.

Technical Qualifications:

• Above average written and verbal communication skills
• Successful candidates should have a background in insurance, or underwriting. A major plus would be being able to read a financial statement or underwriting document
• Experience with Google Suite (Docs, Sheets, Calendar) / Microsoft Office Productivity Software. Salesforce a plus
• Proficiency in using spreadsheets (MS Excel or Google Sheets)
• Existing access to internet services at home. You will be provided a company computer and internet/power allowance while you are on a temporary WFH Status

• Processing of documents for clients’ use. Delivering of policy documents to necessary insured clients using correct templates and with utmost accuracy
• Encoding or data entry of customer information and policy data by inputting all relevant information on client-provided web-based tools such as SalesForce. This includes verifying data and liability limits by reviewing, correcting, deleting, or re-entering data as needed
• Accurate encoding of data for proposals and insurance policies
• Accomplishing application forms, bind order forms, etc. for client’s use
• Processing of bind orders and issuance of policy and invoice using the resources and tools provided by the client
• Entering information on client-provided tracking sheets for Statement of Values task
• Efficient use of websites or web-based tools for research such as but not limited to Google, Crunchbase, Norbert, and Linkedin to gather missing client information
• Communicating efficiently with clients and team members through various tools (chat, email, and some voice through google meet as needed). Speaking up and being proactive when things don’t seem right is a must
• Work with the team to ensure compliance with all data-privacy or data security of client- sensitive information as well as other policies governing client transactions, as well as local (host country) relevant laws.
• Maintaining of spreadsheets and or templates accurately and efficiently to ensure deadlines are met.
• Data encoding or digitization of information, which may include handwritten data from scanned documents into spreadsheets or word/pdf documents
• Help promote and support a culture of professionalism and integrity and build good working relationships with clients and colleagues.
• Provide feedback and insights on how existing processes may be improved.
• Participate with Employee Engagement activities that would promote the welfare and positive atmosphere for the team.
• An ability to “speak up” and inform management of ways we can improve or make something better. Either internally or at the client level.
• An openness to performing Ad-hoc tasks may be assigned from time-to-time either by the client or by immediate supervisor / manager