State/Area: Louisiana

Regional Area: New Orleans Metro Area

Primary Background:

Secondary Background:

Job Number: JN -102022-7364

CLS is searching for an Assistant Underwriter for our client in Metairie, La. This is a Direct Hire opportunity with a great company! 



  • Works in a cooperative manner with management, coworkers, customers, and vendors; seeks to support company mission and vision in daily operations
  • Meets assigned target dates and objectives; helps ensure that department quality, service, and productivity standards are met
  • Answers phone inquiries and screens calls for referral to the Underwriters, Marketing, Agency, and Risk Management; includes handling routine requests for service, coverage and non-coverage questions and billing questions
  • Rates professional and general liability insurance coverage including estimated quotes for changes or new business
  • Responsible for evaluation and underwriting of new and renewal individual Miscellaneous Healthcare Providers medical professional liability insurance coverages; issues new business policies; performs quality review; services book of business
  • Evaluates risk and processes premium and non-premium bearing endorsements (examples include but are not limited to part-time coverage, locum tenens, corporate entity coverage, extended reporting endorsements and address change endorsements)
  • Resolves discrepancies on renewal policies
  • Upon instructions from underwriter, produces mid-term endorsements and invoices; performs quality review and issues new business policies
  • Performs initial review and follow-up on Renewal Applications and generates requests for additional information as needed
  • Generates formal tail quote letters to policyholders
  • Process refunds and handle void check process
  • Provides assistance to Business Analyst for data reporting requirements, data integrity processing system/ application processing and maintenance needs
  • Responsible for invoice quality assurance; create manual invoices as needed; conducts open Accounts Receivable research and management including follow up on Overdue Process
  • Handles correspondence to and from policyholders; responds to phone inquiries; provides consultation and advice to insureds
  • Respond to PCF inquiries for discrepancies and requested documentation
  • Responsible for contacting Marketing when physician cancels or moves their coverage to other policies
  • Set up CIS records for corporations or as needed for other risk types
  • Researches past due accounts receivable items and reconciles accounting issues, including premium finance issues.
  • Responsible for contacting premium finance company regarding PFAs, any discrepancies and following up on notices of cancellation for payment; issue policy cancellations and set up refunds accordingly
  • Complete all CE requirements for maintenance of P&C
  • Attend quarterly JRA committee meetings for professional development

Secondary Responsibilities:

  • Other responsibilities and special projects as assigned
  • Provides intra and inter departmental training assistance and training on the Underwriting module of the core operating system as well as the CIS record module
  •  Acts as back-up to Policyholder Support Reps on individual policy review procedure as needed 

Education, Experience and Skills


  • College degree or equivalent work experience
  • Active P&C license, or in the process of obtaining
  • Ability to provide service and deal with demanding customers in a fast paced environment
  • Ability to adapt and learn new procedures
  • Ability to handle multiple tasks in an orderly and timely fashion
  • Ability to access the data warehouse to extract reports and required information
  • Data processing knowledge and experience, including Microsoft Word and Excel
  • Experience with policy quoting, rating and issuance systems
  • Strong customer focus and team orientation
  • Ability to appropriately handle confidential or sensitive company information
  • Excellent communication skills with the ability to interact and work effectively with employees at all levels within the organization
  • Ability to manage time, set priorities and work independently
  • Proficiency in the use of Microsoft Office Programs


  • Insurance industry experience
  • Experience with medical malpractice rating and issuance systems