Underwriting Associate

Job Description:

Responsibilities:

• Places miscellaneous ancillary lines policies (Bonds, Crime, Windstorm, Flood, Cyber Coverage, Pollution Liability, etc.) for Pools and stand-alone accounts.
• Reviews/completes applications and submits to appropriate markets.
• Processes policy change requests.
• Maintains/Follow-ups on outstanding items needed from clients or insurance carriers.
• Provides premium quotations to clients for new and renewal policies.
• Creates and sends proposals.
• Invoices all policies and endorsements.
• Processes company and customer inquiries and incoming correspondence.
• Reviews expirations and prepares policy renewal notices.
• Processes preliminary claims notices between Insurance carriers and clients.
• Maintains all work in AMS 360.
• Files Surplus Lines taxes and Stamping Office fees and maintains the appropriate files and logs for annual tax filings.
• Client Pooling.
• Serves as the primary contact for self-insured pool member clients day-to-day customer service and basic underwriting needs.
• Maintains current underwriting exposures in Pool underwriting system(s) for all clients (e.g., amendments adding vehicles, property, etc.).
• E-mails and/or prints, assembles and mails member policies.
• Issue verification of coverage (certificates) for all lines of coverage.
• Coordinates and conducts contribution audits for self-insured pool clients.
• Coordinates, collects, and processes self-insured pool member renewal updates including exposures, financial statements, warranties, MCP election forms, poor driver forms, etc.
• Processes DWC notices for self-insured pool member clients.
• Enters property & auto schedule exposures into systems to facilitate individual pool proposals.
• New member account set-up in underwriting and AMS systems.
• Co-manages team e-mail accounts.
• Processes daily and annual MVR s.
• Reconciles and processes monthly invoices and quarterly billings from vendor for MVR s.
• Documents/inputs all phone calls, e-mails, correspondence and any other documents into AMS within 1 business day of receipt/making/sending or as otherwise agreed to in procedures.

Education:

• High School Education or Equivalent, with some college preferred.

Experience:

• 9+ years insurance experience preferred.
• Prior experience in an agency environment preferred (utilization of an agency system preferred).
• Minimum 5 years of commercial property/casualty customer service representative experience, preferably including workers compensation, liability and property within the standard market and public entity arena.

Skills:

• Strong customer service, organizational and prioritization skills.
• Ability to multi-task and change direction/focus quickly.
• Highly organized and attentive to detail.
• Proficient with contact management/underwriting/agency systems, preferred.
• Ability to type a minimum of 40 words per minute and 10-key by touch.
• Ability to work independently and within a team environment.
• Alpha/numeric filing skills.
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume; ability to apply concepts of basic algebra and geometry.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or scheduled form.
• Due to the nature of the job the candidate should be able to lift 50 pounds with assistance.
• Must have close vision (clear vision at 20 inches or less).
• Pleasant demeanor and comfortable interacting with co-workers and clients at all levels, including senior executives and external clients.
• Strong problem solving skills; resolves issues in a timely manner.
• Demonstrates dependability by consistently arriving at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance.

Critical Behaviors:

• Demonstrated self-management with a focus on meeting and/or exceeding goals through measurable results.
• Effectively creates and follows-through with a plan or task without prompting direction from others.
• Exhibits a willingness and ability to provide accurate, timely and cost effective services to external and internal customers through empathetic communication and commitment to the company mission.
• Continuously participates in the development of an effective team environment that expands the potential and productivity of the organization.
• Demonstrates knowledge of the techniques, processes, equipment and skills required to do the job, which allows for effective contribution to the organization.
• Thoughtfully reviews processes and structures for opportunities to improve service delivery.
• Reliably completes work on time; adheres to team attendance policies.
• Demonstrates effective self-management with a focus on achieving results through building relationships, recognizing opportunities, preventing crises and adapting plans to meet the company s mission values and goals.
• Employs flexibility to adjust approach/actions to meet changing needs and deal with different people.
• Deals effectively with competing demands and pressures.
• Demonstrates the ability to select and implement appropriate options/actions to achieve objectives.
• Demonstrates the ability to adhere to Client's core values to exemplify appropriate principals and morals.
• Effectively chooses to operate in a manner that demonstrates and reinforces the underlying philosophy of the Client Corporate Culture to both our internal and external clients.

Knowledge:

• Intermediate-level knowledge of Microsoft Office Word.
• Intermediate-level knowledge of Microsoft Excel.

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