Performs initial underwriting analysis and documentation inclusive of summarizing insured operations, set up and run initial pricing analysis.
Handles majority of endorsement referral requests without underwriting involvement such as analyzing and resolving endorsement referrals, make recommendations independently including agency engagement for clarification or missing information.
Establishes support needs for new and renewal policies (i.e., identify and gather relevant account information to quote or issue policies) with minimal interaction of Underwriter.
Analyzes account specific information and summarizes information and findings for Underwriter review (i.e. loss information, description of operations, financials, risk control reports).
Works as a liaison between the field and processing centers to ensure timely account set-up, clearing, rating, issuance and renewal prep activities.
Coordinates account processing and servicing.
Leads pre-renewal meetings to build renewal schedule of key activities (missing information, updated applications, etc.).
Independently prepares and executes underwriting/pricing exhibits including updated exposures, rating and pricing worksheets, and updated account information.
Manages account documentation and ensures file completeness and quality (correspondence, proposals, agreement letters, endorsements, cancellations, etc.).
Communicates with external producers/customers and serves as the first-line point of contact on account related matters while proactively identifying opportunities for up sell or account rounding.
Requirements
High school diploma, GED or equivalent experience
Bachelor's degree preferred
Typically a minimum of three years of related work experience in an office environment
Knowledge of Property and Casualty underwriting including insurance products, policy processing procedures and documentation
Strong time management, analytical and communications skills
Demonstrated ability to work independently on multiple tasks
Demonstrated customer service experience and the ability to interact with a wide variety of people on a daily basis in person, via telephone and email
Strong knowledge of Microsoft Office Suite as well as other business-related software.