Commercial Insurance Underwriting Coordinator

About us

We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust. This is supported by our core beliefs that help us act as voice and one vision. Rated the in the top 50 largest brokers in the region and consistently rated one of the best places to work. We work hard and play hard! We are the place to work that you thought didn't exist!

Why join us?

Our Sales professionals have a unique opportunity that supports you while you grow your business, and you would have the opportunity to grow equity and ownership in the business you develop! Our 60+ year track record is proven, and we invite you to contact us if you are looking for flexibility, financial success, outstanding benefits, and a "work hard, play hard" culture that continuously provides resources, support as well as educational and professional challenges.

Position Summary

The Commercial Insurance Underwriting Coordinator plays a critical role in supporting the Large Accounts team by managing complex underwriting and policy administration activities for high-volume commercial clients. This position requires strong technical insurance knowledge, analytical skills, and a commitment to delivering exceptional client service.

Primary Responsibilities

• Provide underwriting and operational support for large commercial insurance accounts with complex coverage needs.
• Review contracts and insurance requirements to ensure compliance with policy terms and client obligations.
• Identify coverage discrepancies, obtain and evaluate quotations, communicate recommendations to clients, and process policy endorsements.
• Research and resolve complex billing issues, including preparing customized billing structures and detailed entity-specific allocations.
• Compile, analyze, and report premium and loss data, including allocation by location, entity, and coverage type.
• Manage client account changes and respond to complex service requests in a timely and accurate manner.
• Proactively investigate and resolve policy, billing, and account discrepancies.
• Coordinate captive program renewal information, maintain large vehicle schedules, and update related reporting and tracking documents.
• Prepare and issue certificates, binders, policies, proposals, and other insurance documentation within established service standards.
• Obtain renewal quotes from incumbent carriers, process renewals, manage non-renewals and cancellations, and validate policy audits.

Additional Responsibilities

• Recognize opportunities to expand client relationships through cross-selling and upselling initiatives.
• Assist with special projects and additional responsibilities as assigned.
• Continuously develop industry knowledge and contribute to team success through ongoing learning and professional growth.

Qualifications

• Minimum of two years of experience in a commercial insurance support, underwriting, or account management role.
• Commercial insurance experience required.
• Property & Casualty License.
• Strong understanding of commercial insurance products, policy forms, and industry practices.
• Advanced proficiency in Microsoft Word and Excel; experience with Applied EPIC and carrier portals is preferred.
• Ability to work independently while collaborating effectively within a team environment.
• Exceptional organizational skills and attention to detail.
• Commitment to ongoing professional development; college degree preferred.

Preferred Competencies

• Positive and adaptable attitude in a fast-paced environment.
• Strong customer service orientation and relationship-building skills.
• Ability to manage multiple priorities while maintaining accuracy and efficiency.
• Sound judgment and effective prioritization skills.
• Excellent written and verbal communication abilities.

Pay

$75,000 - $85,000 per year