Serve as a primary point of contact for agents and brokers by gathering information on behalf of the underwriters, answering questions, resolving low‑complexity issues, and facilitating the overall servicing of accounts.
Support the processing of business transactions that do not require underwriter review or signoff.
Take necessary measures to obtain information needed to finalize inquiries and transactions, maintaining a suspense and follow‑up system for outstanding underwriting items.
Ensure accuracy of all information entered into internal systems and verify that all required documentation is complete and properly filed.
Routinely communicate with team members, agents/brokers, and key business partners—including international colleagues within our Energy & Marine division—to research, gather, and validate information needed to review, analyze, and complete transactions.
Utilize and adhere to internal guidelines, procedures, and service standards to ensure all assigned work is processed accurately, efficiently, and in compliance with regulatory and internal requirements.
Participate in problem‑solving activities to define issues, identify root causes, design and test solutions, and implement process improvements.
Apply continuous improvement methodologies to enhance workflow efficiency and eliminate recurring problems.
Under the direction of an Underwriter, attach appropriate forms, process policy changes, and support technical underwriting tasks as needed.
Build and maintain effective working relationships with clients, brokers, and internal teams across both wholesale and retail business units.
Participate in special projects and additional duties as assigned to support team operations, meet customer needs, and achieve business objectives.
Requirements
Bachelor’s degree preferred
High school diploma required
0–1 years of experience required
Excellent oral and written communication skills
Strong organizational skills and ability to manage multiple priorities in a fast‑paced environment
Ability to work independently and collaboratively
Strong attention to detail and ability to follow established processes
Willingness to pursue insurance designations (e.g., AINS)