A professional who compiles data and performs routine clerical tasks to relieve underwriter of minor administrative detail, using knowledge of underwriting and policy issuing procedures. Respnsibilities include:

• Reviews correspondence, records, and reports to select routine matters for processing.
• Routes risk-involved matters to underwriter for evaluation.
• Prepares requisitions for and reviews credit and motor vehicle reports and results of investigations to compile and summarize pertinent data onto underwriting worksheets.
• Consults manuals to determine rate classifications and assigns rates to pending applications, using adding machine.
• Corresponds with or telephones field personnel to inform them of underwriting actions taken.
• Maintains related files.