Job Summary

Kinetic Personnel Group is seeking an Underwriting Customer Service Representative for an auto insurance company in Monrovia, CA. This position serves as the focal point for underwriting new business and policy changes by reviewing, accepting, or rejecting applications submitted by producers. The role also provides ongoing policyholder and producer support, handling underwriting-related customer service calls and administrative tasks in a fast-paced underwriting department.

Responsibilities

• Underwrite and process new business applications and review underwriting change requests

• Order and review CLUE reports and Motor Vehicle Reports (MVRs)

• Process endorsements, cancellations, reinstatements, and non-renewals

• Maintain a suspense list and follow up with producers via phone or email to obtain missing or incomplete information

• Handle incoming calls from policyholders and producers regarding coverage explanations and payment schedules

• Conduct business and commercial investigations related to applications and endorsements

• Complete underwriting notifications, follow-up letters, diary notes, and documentation

• Work nightly batch logs, review and process uploads, and prepare Letters of Experience

• Report producer-related issues to the Marketing Department

• Interpret and maintain familiarity with underwriting guidelines

• Perform miscellaneous underwriting tasks including return mail, walk-in customer service, claim notifications, waiver/exclusion reviews, and processing indexed or scanned items

• Assist with underwriting reports, projects, and departmental initiatives

• Perform miscellaneous accounting-related tasks such as reviewing refund checks, EFT forms, and working with accounting reports

• Prepare claims subpoena requests for documentation as needed

Qualifications

• High school diploma or equivalent required

• Basic understanding of auto insurance required

• Ability to accurately and efficiently enter data into an administration system

• Strong mathematical aptitude and communication skills

• Spanish-speaking a plus

• Prior underwriting or insurance experience preferred

Essential Functions

• Ability to think clearly and manage multiple tasks

• Proficient computer skills

• Effective written and verbal communication

• Ability to sit and/or stand for extended periods

• Comfortable working in an office environment

KPG123