Provide underwriting with pre-quote transaction support, including but not limited to: Validate data entry into underwriting workbooks and systems, such as auto classification, GL classification, schedule of underlying, and losses.
Assist in the verification of proper documentation regarding coverage and limits prior to completing transactions.
Communicate, as needed, with customers to obtain information required to complete transactions.
Assume responsibility for completion of the transaction after underwriting binds an account, including but not limited to: Utilize various internal systems to complete policy drafting, verify data accuracy of drafted policy, set-up within our internal electronic document management system, and follow-up for underwriter approval for accounts outside authority.
Issue/mail approved Policies.
Complete booking of premium within appropriate system, and confirm premium posted properly.
Perform review of underlying policies, report policy data to third party reporting agencies such as the Departments of Motor Vehicles, and resolve criticisms from those reporting agencies in a timely manner.
Process post-bind transactions, including endorsements, cancellations, and reinstatements.
Contribute to the Crum & Forster team environment and continuous improvement philosophy: Communicate and collaborate with other departments within the corporation to answer policy questions, resolve issues, and identify ways to streamline processes.
Work with system support to test releases when the verification of successful programming involves a review of the production environment.
Assist with special projects, upon request.
Requirements
High school diploma and 3+ years of relevant experience.
Knowledge of insurance processes and procedures with emphasis on surplus lines of business preferred.
Exceptional attention to detail, organizational skills and ability to take initiative.
Solid computer skills including Word, Excel: E-mail & Internet Based Technology
Ability to work in a fast paced environment and move quickly from one project to another.
Additionally, the successful candidate will be highly motivated with a positive outlook, possess a service mentality, and have the ability to multi-task in a fast paced environment.
Benefits
Competitive compensation package
Generous 401K employer match
Employee Stock Purchase plan with employer matching
Generous Paid Time Off
Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family’s wellness, including your physical, mental and financial wellbeing
A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
A dynamic, ambitious, fun and exciting work environment
We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community