Excess & Surplus Underwriting Associate

About the role

The Specialty Operations team is seeking an Underwriting Associate to join the Excess & Surplus team in Worcester, MA or Howell, MI. This is a full time, non-exempt role. This is a hybrid opportunity.

Responsibilities

• Support the underwriter in new business and renewal activities
• Prepare accounts including collection & analysis of data, ensuring complete file documentation, instruction, solicitation, etc.
• Help to support the quoting and issuance cycle
• Update work management system statuses throughout the cycle of the policy and monitors work in queue
• Document all new and renewal accounts including the completion of underwriting tools and information from outside resources in accordance to Best Practice guidelines
• Handle legal notice requests that must be sent at the direction of the underwriter
• Execute all UA steps during new business and renewal issuance and subsequent transaction to achieve quality and service standards
• Facilitate transfer of accounts to Process Support for issuance, provide detailed processing instructions and updates appropriate statuses
• Use appropriate communication channels to refer or follow-up with the underwriter to ensure outstanding items are handled timely
• Serve as primary service contact to ensure superior customer experience; presents solutions for rush new business, renewal and endorsement requests
• Respond to account inquiries such as accounting status and billing issues
• Manage account information ensures accuracy of input into all appropriate systems
• Demonstrate working knowledge of underwriting systems, workflows, procedures and compliance rules
• Aid in cross-training support of UA teammates
• Understand strategy, territory appetite and key agent partners in order to achieve growth and profitability goals
• Cultivate strong business relationships (internal and external) by proactively communicating and conveying ownership and commitment

Requirements

• Associate’s Degree or equivalent experience
• 1-2+ years of Commercial Lines/Specialty insurance experience
• Exceptional written and verbal communication skills to both internal and external parties
• Knowledge of CAAMS, UWW, Policy Center, PMS, Excel, and similar systems
• Strong mathematical skills
• Strong analytical skills, organizational and time/desk management skills
• Strong attention to detail - comprehensive understanding of systems and workflows
• Works well independently as well as cross-functionally

Qualifications

• Robust functional knowledge of product offerings and solid business acumen
• Strong functional knowledge of underwriting systems, workflows, procedures and compliance rules

Skills

• Strong analytical skills
• Organizational and time/desk management skills
• Strong attention to detail

Benefits

• Medical, dental, vision, life, and disability insurance
• 401K with a company match
• Tuition reimbursement
• Paid time off
• Flexible work arrangements
• Cultural Awareness Day in support of IDEOn-site medical/wellness center (Worcester only)
• Click here for the full list of Benefits