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.
- 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.