Compiles data and performs routine clerical tasks to relieve UNDERWRITER (insurance) of minor administrative...
Compiles data and performs routine clerical tasks to relieve UNDERWRITER (insurance) of minor administrative detail, using knowledge of underwriting and policy issuing procedures: Reviews correspondence, records, and reports to select routine matters for processing. Routes risk-involved matters to UNDERWRITER (insurance) for evaluation. Prepares requisitions for and reviews credit and motor vehicle reports and results of investigations to compile and summarize pertinent data onto underwriting worksheets. Consults manuals to determine rate classifications and assigns rates to pending applications, using adding machine. Corresponds with or telephones field personnel to inform them of underwriting actions taken. Maintains related files.
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procedures details evaluation manuals adding machine data reviews telephone insurance correspondence
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