Underwriting Operations Associate

Job Description

The Underwriting Operations Associate I is an entry‑level position that provides underwriting and sales support through rating, quoting, renewals, and ongoing policy administration. In this role, you will support both Underwriting and Sales teams by helping ensure new business proposals and renewal materials are accurate, timely, and compliant with established processes and regulatory requirements. This opportunity is well‑suited for someone who is detail‑oriented, well‑organized, comfortable working with data and systems, and motivated to build foundational knowledge of employee benefits in a collaborative, fast‑paced environment.

Performs a variety of underwriting and sales support duties which may include:

• Developing and delivering timely and accurate new business financial quotes and related proposal documentation.
• Supporting both Sales and Underwriting functions for inforce policy related communication, and renewal preparation.
• Responsible for tracking and reporting on all activity for the renewal block assigned, ensuring renewal packages and notifications are delivered within state regulatory requirements and RSL's established guidelines.

Rating/Quoting Pre-Sale Support 

• Perform assigned tasks related to all aspects of pre-sale and new business rating/quoting.
• Rate and propose all assigned “request for proposals” (RFP’s) to include but not limited to life, disability, voluntary products, dental and vision RFP’s .
• Utilize Teams, Outlook, Word and Excel.
• Process “Decline to Quotes” (DTQ’s) and “Clear to Quotes” (CTQ’s) requests.
• Make corrections/revisions (rerate) as required.
• Desk manage to meet all RFP turnaround times.
• Meet set productivity and accuracy goals.
• Update Quote tracking system (Salesforce) with all required RFP information.
• Provide back-up coverage for other team members.
• Assist with rating, proposing for other regions as needed.
• Attend all scheduled, required training courses.
• Work with mentor, supervisor, and manager to gain independence in job responsibilities.

Renewal and Inforce Case Level Support

• Ensures that workflows, procedures, and best practices are followed to improve accuracy and efficiency, meeting departmental expectations.
• Coordinates the Renewal Administration Process from start to finish for assigned RSOs, with emphasis on both timeliness and accuracy.
• Reviews and approves Rate Increase Compensation requests.
• Handles correspondence with agents, field offices, brokers and policyholders.
• Any other job-related duty as deemed appropriate by management.

Required Knowledge, Skills, Abilities and/or Related Experience

• High School diploma or equivalent required. Associates and/or Bachelor’s Degree highly preferred.
• One year employee benefits (or related) experience preferred.
• Must be able to pass Excel testing
• Strong basic mathematical skills are required.
• Strong written and oral communication skills required.
• Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required.
• Superior organization and project management skills are required.
• Expertise in managing and creating Excel Spreadsheets.
• Proficient computer skills required, including Word, Excel, Windows, Outlook and Teams.
• Ability to develop proficiency regarding required RSL products, systems and processes related to the effective delivery of new business proposals
• A deadline/results orientation and extraordinary attention to detail
• Basic customer service experience