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Senior Underwriting Support Specialist in Chadds Ford, PA at AF Group

Date Posted: 7/18/2018

Job Snapshot

Job Description


This underwriting support position is with Fundamental Underwriters (, a dynamic new company with operations in Chadds Ford, PA, and is part of AF Group. Fundamental Underwriters services mid-size commercial trucking accounts and delivers individual underwriting solutions, consultative loss control programs and rapid claims resolutions.

Under limited supervision, provides support to underwriters by preparing information for a variety of reports and documents, processing inquiries, forms, binders, policies and communication with outside sources. Ensures that transactions are entered, issued and delivered in a timely, accurate and consistent manner according to instructions. Provides guidance and technical assistance as needed. Handles customer billing inquiries and works with department management and the Company finance for efficient processes and resolution of specific issues. Assists in quality control process as needed when system or workflow changes occur, and as otherwise needed. Participates in cross-departmental initiatives, as needed. Performs other underwriting support duties as required.


  • Assist department with day-to-day servicing of programs.
  • Administer license renewals, obtain agency surplus lines and non-resident licenses and develop related processes.
  • Assist in prepping quotes, cover notes, binders, policies, invoicing and tax filings.
  • Review and confirm that all supporting documentation has been received for Underwriter consideration.
  • Coordinates with agents on missing documentation.
  • Assists in quality control process as needed when system or workflow changes occur, and as otherwise needed.
  • Responds to communication from underwriters, agents, clients and rating bureaus. Evaluate and take appropriate action within designated timeframes.
  • Performs issuance, process and distribution of policies, endorsements, policy documents and cancellations.
  • Handles customer billing inquiries and assists with timely reconciliation of billing discrepancies.
  • Makes recommendations to management for quality and efficiency improvements, and participates in implementation of the changes.
  • Coordinates office setup and activities.
  • Participates in cross-departmental initiatives, as needed.

    This position description identifies the responsibilities and tasks typically associated with the performance of the position. Other relevant essential functions may be required.



    Bachelor's degree in business management, accounting or other related field of study. Combination of education and experience may be considered in lieu of degree. Continuous learning, as defined by the Company's learning philosophy, is required. Certification or progress toward certification is highly preferred and encouraged.


    Minimum of 3 years experience supporting underwriting or related experience in the excess and surplus lines arena. Experience servicing agencies as it relates to rules, procedures and regulations, policy and audit information; reviewing, approving, and declining endorsement requests; maintaining compliance with bureau rules and regulations. A concentration in commercial trucking would be preferred.


  • Knowledge of state specific underwriting, audit rules and procedures.
  • Knowledge of the claims process as it relates to the underwriting process.
  • Ability to understand and obtain all state required surplus insurance forms.
  • Familiarity with rates, rules and forms.
  • Excellent verbal and written communication and computer skills.
  • Ability to communicate properly and provide clear direction to staff members and other departmental contacts.
  • Ability to take initiative and recommend changes to improve operational performance.
  • Ability to organize daily work responsibilities and meet deadlines.
  • Strong customer and team-oriented work experience and ethic.
  • Technical competence and experience with policy/rating systems.
  • Familiarity with jurisdictional proof of coverage reporting and processes.
  • Ability to prioritize workflow and operate in a fast paced environment while maintaining attention to detail.
  • Knowledge with entering info and navigating through multiple platforms.
  • Ability to understand key concepts as it relates to insurance and carrier guidelines.
  • Ability to work effectively in a team environment or independently as necessary.


    Work is performed in an office setting with no unusual hazards.

    The qualifications listed above are intended to represent the minimum education, experience, skills, knowledge and ability levels associated with performing the duties and responsibilities contained in this job description.

    We are an Equal Opportunity Employer. Diversity is valued and we will not tolerate discrimination or harassment in any form. Candidates for the position stated above are hired on an "at will" basis. Nothing herein is intended to create a contract.

    Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled