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Underwriting Assistant

SnappyCX
Full-time
On-site
Manila, Philippines

About the Role:


We are seeking a skilled Underwriting Assistant to join our team, responsible for assessing risk and evaluating applications for various insurance products. The ideal candidate has a strong background in underwriting, with proficiency in both Epic Systems and Salesforce to manage and analyze data effectively.


Key Responsibilities:


  • Assess and analyze applications to determine risk and eligibility
  • Utilize Epic Systems to manage and update client data and underwriting processes
  • Leverage Salesforce for client relationship management, data tracking, and communication
  • Collaborate with internal teams to ensure a seamless underwriting process
  • Maintain up-to-date knowledge of industry regulations and company policies

Requirements:


  • Proven experience as an underwriter in insurance industry
  • Proficiency in Epic Systems and Salesforce
  • Strong analytical skills and attention to detail
  • Excellent communication and organizational skills
  • Ability to work independently and within a team

Preferred Qualifications:


  • Certification in underwriting or related field