Jobs · Business Development · Florida

Underwriting Support Associate Account Manager

IAT Insurance Group · Sarasota, FL · 4 mo ago
Business DevelopmentFull-time

Responsibilities

  • Enters schedules into proprietary rating systems.
  • Establishes and maintains good working relationships with underwriters and agents.
  • Prepares account service-related documents such as proposals and other client communications and correspondence.
  • Aids in the renewal process, reviewing for accuracy and making requested renewal changes.
  • Documents new business declines and non-renewals.
  • Sums up loss runs.
  • Reviews all company correspondence to ensure applicability to client needs.
  • Answers and processes internal information requests.
  • Reviews Policies, Endorsements, and Reporters for accuracy and compliance.
  • Follows up with agencies on policy subjectivities and other missing Underwriting information.
  • Ensures all required documentation and communication is sorted and filed for ease of access.
  • Retrieves loss cost reports and other various property rating reports as needed for Underwriter.
  • Performs other duties as assigned.
  • Qualifications

    • High School graduate or equivalent (Associates degree is preferred).
    • Equivalent is defined as having 2 years of relevant insurance experience.
    • Knowledge of basic mathematics and problem-solving techniques.
    • Mastery level PC and keyboarding skills.
    • Effective written and verbal communication skills used for interaction with all levels of associates and/or external sources in a variety of settings.
    • Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams, etc.).
    • Must be detail and action oriented.
    • Able to work in fast-paced and deadline-driven production environment.
    • Able to organize, set and maintain priorities.
    • Able to adapt to change.

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