OUR MISSION

We are an innovative and Service-Obsessed  organization that exists to develop and deliver constantly evolving Workforce Solutions which contribute substantially to our clients' Success.

COMPANY OVERVIEW

Oasis Outsourcing is the nation's largest privately held Professional Employer Organization (PEO) providing Human Resources, Employee Benefits, Payroll, Workers' Compensation and Risk Management services on an outsourced basis. With annual revenue exceeding $1.7 billion, Oasis is a global leader in the PEO Industry. Serving more than 80,000 employees and 3,000 clients nationwide, Oasis understands all facets of human resources management. Our most recent acquisition was Professional Employer Plans, Inc., Advantage Employer Solutions, Inc. and related companies in January of 2008. For further information on Oasis please visit our website.  www.oasisadvantage.com ; www.nauticpartners.com

Overview:

 The primary emphasis of the Underwriting Coordinator is to coordinate the process flow of all data utilized in the underwriting process.   This position plays a major role in the output of the organization by assisting in the procurement of new business through his/her interaction with the Underwriting team, the Sales Organization and other supporting departments within Oasis.

Business Contributions:

The output generated by the Underwriting Coordinator is the proper processing of proposal information and closing paperwork.   Three major business contributions of the Underwriting Coordinator to Oasis Outsourcing are:

*        Assessing risk to Oasis of prospective clients,

*        Ensuring proper documentation of new clients; and

*        Collaborating with Sales to help ensure margin maximization.

Essential Functions: (Percentage of time spent on each task in parentheses)

         -- (98.5%)

*         Coordinate paperwork/data flow between departments and intra-departmentally

*         Assess and document collateral requirements

*         Review and make determination of provided collateral

*         Track commissions withheld and report to Accounting and Sales

*         Assist Sales with pricing needs including but not limited to margin maximization, administrative fee credits, and comparison configurations

*         Review closing paperwork to ensure it is complete

*         Basic underwriting for workers' compensation including corresponding with prospective clients to help establish risk type

*         Basic underwriting for benefits

*         Coordinate and prioritize rush review requests

- (.5%)

*         Assist department Director and/or Managers with any projects as needed

Interfaces and Interactions:

*        Internal:   

o        Underwriting/Compliance

o        Implementations/Payroll

o        Benefits

o        Tax

o        Accounting

o        Sales/Marketing

*        External:

o        Prospects

o        Insurance carriers/Brokers

o        Independent Producers

Performance Standards:

 The Underwriting Coordinator performance is evaluated by:

*        Meeting turn around time expectations as set forth by department policy - 60%

*        Sales feedback which will be solicited twice a year through a survey consisting of a randomly drawn sample pool. - 20%            

*        Underwriting team feedback which will be solicited twice a year.- 20%

Work Environment: (The work environment characteristics described here are representative of those the employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)  The majority of work is performed in an office environment.  Attendance at meetings is required.  Travel may be required. The noise level is usually moderate.  Air quality is good and temperature is controlled.

 Job Specification

Knowledge, Skills, and Experience

The Underwriting Coordinator is a position requiring strong customer service, organization, math skills.  This individual must have the ability to effectively communicate with executive level staff.  General business acumen is required.

Below is an inclusive but not exhaustive list of various knowledge, skills, and other characteristics that are necessary for effective performance in the Underwriting Coordinator position.

         -Knowledge:

*      Basic understanding of types of legal organizations

*      Basic understanding of employer taxes and insurance

*      Intermediate knowledge of worker' compensation underwriting

         -Skills:

*        Intermediate level of Microsoft Office

*      Strong organization

*      Excellent verbal and written communication

*      Strong sense of urgency

*      Intermediate level of math

-Experience:

*         Corporate compliance desired

*         Customer service/sales desired

*         Professional employer, temporary staffing and/or payroll services desired

- Education and Training:

*        Associate of Arts or Science degree or five years of commensurate experience required.

Note: Nothing in this job specification restricts management's right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons.  The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position.