Position Summary:
Manage assigned accounts written within Underwriting & Select Accounts. Assisting with the Underwriting and processing of new and renewal business written within the scope of the Underwriting Department. Job duties include servicing active and expired policy files, and developing and fostering profitable relationships with clients, internal and external, in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
1. Meet quality measurement goals by delivering high quality service in. Through the submission process, help the Underwriter meet and exceed client expectations by clearly defining and managing client coverage goals, priorities, and overall expectations (utilize Pre-Qualification Checklist on every submission). Assist the Underwriter with policy issuance for all represented carriers, maintain policy register, perform inspection processing, manage certificates of insurance for all carriers, manage bind request (internally and externally), endorsement processing including notice of cancellation, loss runs, claims and audits. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify same with the client and/or broker. Assist Underwriter in soliciting timely and substantive responses to submissions and effectively negotiate pricing and terms from referral carrier Underwriters.
2. Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Oversee all ongoing file activity including assuring overall quality, timeliness, and accuracy of policies, endorsements, and all other active and dead file correspondence and documentation. Above all, ensure that the policy delivered to client is what was promised by Brown & Riding.
3. Develop and maintain strong market and client relationships.
Specific Duties
1. Market and Quote accounts as directed by the Underwriter
2. Field phone calls and questions on applications
3. Handle all mail including, but not limited to endorsements, requests for loss runs, certificates, requests from the company, etc.
4. Handle underwriting subjectivities, and direct to the appropriate PA.
5. Ensure all renewals are sent out and presented to the retailers as directed by the Underwriter. Suspense appropriate renewal information.
6. Update our agency management system.
7. Track monthly numbers.
8. Work closely with assigned Underwriter in identifying other projects where skills, experience, and knowledge can be utilized.
Education, Experience and Skills Required:
1. Licensed – Fire & Casualty. License should be obtained in the first year of employment.
2. 0-2 years insurance experience.
3. Strong preference for commercial property and casualty & surplus line experience.
4. Exceptional organization, follow-up, communication, management, leadership and interpersonal skills.
5. Possess an intuitive and proactive approach to business problems and solutions.
6. Exhibit good listening skills and a willingness to help and support others.
7. Advanced skill level in PC software (Word, Excel and other software, as required).
8. Ability to be flexible in work schedule as needed.
9. Utilizes reasoning ability to define problems, collect data, establish facts and draw conclusions
10. Required to complete all subsequent Continuing Education class requirements to maintain active license without prompting from Compliance or supervisors.
Work Environment
1. Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.
2. Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.
3. Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute.
4. Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.
