Underwriter Trainee-Small Business Renewals

About the role

A typical day will include handling administrative and routine underwriting tasks, such as taking pricing referrals, coverage questions, and endorsement referrals. Tasks also involve accurately entering new and renewal submissions, updating workflow tracking systems, running reports, and conducting follow-ups with agents, brokers, and the marketing department.

Responsibilities

• Taking pricing referrals, coverage questions, and endorsement referrals on our Automatic book according to delegated underwriting authority and guidelines.
• Accurately enter all new and renewal submissions, update the workflow tracking system with appropriate entries, run reports to determine assignments, and complete account status follow-up by contacting agents, brokers, and the PHLY marketing department via the most appropriate method of communication.
• Contact agents, brokers, and marketing department as appropriate to clarify and correct inconsistent, incorrect, or missing application/submission information, and conduct follow-ups with agents, brokers, and marketing department on binding conditions and additional information requests.
• Learn and understand key components of common products in the property & casualty line of business as well as learn and maintain knowledge of company workflow and company procedures.
• Supports property & casualty underwriting staff using the necessary systems, forms, methods, and procedures.
• Interacts with and learns the role of other groups (loss control, claims, administration, etc.) in providing P&C products and services to routine accounts.

Requirements

• Bachelor's Degree or equivalent work experience.
• Ability to establish and build healthy working relationships and partnerships with clients, vendors, and peers.
• Basic knowledge of insurance products.
• An analytical and problem-solving mindset.
• Strong written and verbal communication skills.

Qualifications

• Bachelor's Degree or equivalent work experience.

Skills

• Knowledge of insurance products.
• Problem-solving skills.
• Excellent written and verbal communication skills.

Benefits

We offer a comprehensive benefit package, including tuition reimbursement and a generous 401K match. For more details, visit https://www.phly.com/Careers/default.aspx.

Pay

TBD

Schedule

TBD