Job Title: Underwriting Services Assistant

FLSA Status: Non-Exempt

Job Family: Underwriting

Department: Underwriting Services

Location: Fort Wayne, IN

JOB SUMMARY
Assist the underwriting services department in clerical functions, indexing and distributing mail, and
initiating the non-automated new business process.

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
functions.

• Sort and index all incoming mail.
• Initiate non-automated quotes and new issues.
• Research policy or quote numbers for unidentifiable documents.
• Maintain the printers and copiers in the underwriting services area.
• Contact agents for incomplete information.
• Assist with various policy correction projects.
• Assist with notifying various work comp bureaus of cancellations and reinstatements.
• Work with information technology to fix problems with indexing and importing documents.
• Process Work Comp crits.
• Complete other projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform
each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

• Must possess strong oral and written communication skills.
• Demonstrate ability to access, input, and retrieve information from a computer.
• Demonstrate ability to make decisions within department guidelines.
• Demonstrate basic knowledge of standard office practices and procedures.
• Effectively interface with external contacts, Brotherhood employees, managers, and department staff
  members.

EDUCATION AND/OR EXPERIENCE
List Degree Requirement, Years' Experience, and Certifications
Education and/or Experience

• Must have a high school diploma or equivalent.
• Must have at least one year of general business experience.
• Completion of the Insurance Institute of America Introduction to Insurance program is desired.
• Two to three years of general business or insurance experience is desired.

Terms and Conditions

This description is intended to describe the general content of and requirements for the
performance of this position. It is not to be construed as an exhaustive statement of duties,
responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective
service requires a thorough understanding of this market, persons in this position must be
familiar with church operations and must conduct themselves in a manner that will neither
alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this
position description in any way the company desires. This job description in no way implies that
these are the only duties, including essential duties, to be performed by the employee occupying
this position. This position description is not an employment contract, implied or otherwise. The
employment relationship remains “at-will”.