DAYNA ENNS

The Assistant Underwriter supports the daily operations of Special Risk Extension (SRE), processing policy renewals and changes correctly and efficiently in accordance with MPI underwriting guidelines. This includes but is not limited to:

• Assesses and evaluates existing SRE policy renewals to ensure the risk meets MPI underwriting standards, and applies appropriate action when standards are not met.
• Reviews mid-term policy change requests to ensure MPI underwriting standards are met, applies appropriate action as necessary, and amends policies to reflect requested/accepted change to existing coverage.
• Makes decisions and processes all forms of policy endorsements, cancellation and reinstatement requests for non-complex scheduled policies.
• Responds to internal and external enquiries, providing follow-up information as required.
• Provides underwriting support and analysis, including performing various checks on new applicants as well as drivers and compiles documentation prior to being assigned to an underwriter.
• Reviews policies to determine if coverage exists for claims.
• Reviews claims for non-complex scheduled policies to identify trends and analyzes them to make policy changes.

• Performs clerical and administrative work to support the underwriters as per department process and policy.
• Input/Output role – matching declarations to correct files, assembling documents, and forwarding to appropriate area for filing or review.
• Filing/Mail roles – Collect, sort and put away files; pulling files for underwriters, receiving mail and sending out mail, reviewing abeyance files and sending to underwriters for signatures and follow up.
• Perform other office duties as assigned.

• Assist the advisors with collecting client information, adding, and updating client files to company program.
• Conduct research on business procedures for protocols for account opening and servicing.
• Used a variety of Microsoft Suite programs as well as other applicable software applications as needed.

• Greet clients in a warm and welcoming manner.
• Help clients with day-to-day banking transactions including but not limited to cashing cheques, converting cash to foreign denominations, selling drafts, and other banking service needs.
• Educate and direct clients who require assistance with navigation of online banking services.
• Listen to client concerns and use critical thinking to problem solve and find the best solution for their situations.
• Direct the client to the right colleague to ensure issue resolution in the most expert and efficient way.
• Worked with company computer programs and policies to ensure compliant and balanced transactions at the end of each day.