- May learn to review electronic insurance applications and / or other risk documentation. Learns to review basic underwriting requirements; refers applications or endorsements requests for further underwriting analysis when above authority limits.
- Assist in reviewing paperwork and / or applications for signatures, dates and other considerations to ensure that coverage may be issued.
- May learn to order, review and take appropriate action on required reports, endorsement requests, service requests and general correspondence.
- Learn to analyze individual risk pricing for new business submissions and renewals against template expectations, and assists making appropriate changes, within authority.
- Learn to monitor entry / processing to ensure data integrity and to avoid potential systemic issues.