Under the direct supervision of the Operations Manager, the CL Renewal Underwriter’s main responsibility is to provide quality customer service assistance to retail agents, Marketing Reps and UW’s as needed and necessary in a timely, efficient, friendly and accurate manner to include a timely remarketing and turn-around time on all renewals for all Producers.
How You Will Contribute
- Review, remarket, re-quote, process and provide a competitive quote that will sell on all renewals with a minimum of 40 days out.
- Maintain retention rate of 75% on an annual basis as mandated by the annual budget.
- Follow up on all renewal quotes issued based on the timeline created and utilizing the SUSPENSE system in AIM to track all renewals.
- Provide quality customer service to retail agents regarding company information and all renewal UW related customer service inquiries, including but not limited to: coverage questions, cancellation calls, renewal questions, re-quoting renewals, etc.
- Provide a TSG PF agreement with every renewal issued.
- Train retail agents on our on-line rating systems as necessary.
- Back up the P&C producers with NB as needed and if a Producer is out and once proper training has been provided.
- Work SUSPENSE items on a daily and timely basis.
- Make outgoing renewal cancellation calls on a daily basis (following timeline created) in an attempt to “save” policies and increase revenues and retention.
- Provide the department with a weekly “backlog” of all duties to ensure timely processing in all areas.
Skills & Experience to Be Successful
Required
- High school or higher education level with preferred insurance experience or the ability to obtain a P&C insurance license in Texas.
- Ability to multi-task and perform expectations in a highly stressful environment.
- Above average communication skills.
- Ability to proofread and maintain a high level of accuracy.
- Ability to resolve insurance issues and provide solutions for the retail agent.
- Must be available to work overtime as required by the work flow demand.
- Professional and friendly attitude and mannerism.
- Intermediate to advanced computer skills.
- Ability to maintain a high level of confidentiality
- Ability to advance to Underwriter position based upon performance, availability, eligibility and interview by Management.
Preferred
- Associate’s or Bachelor’s degree in a business or financial related discipline
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services;
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
