Underwriting Support Partner

Key Responsibilities And Duties

• Establish and maintain electronic case files and documentation for all renewal and new business opportunities.
• Initiate and manage new business set-up in the system - Compass or Pluriform during the transition period.
• Cook up and manage Know Your Customer (KYC) requirements in compliance with internal policies.
• Create and maintain renewal pricing models in Excel, including updating expiring coverage, requested renewal terms, and prior-year underwriting rationale for comparative analysis.
• Prepare and maintain renewal pricing models in Excel, including updating expiring coverage, requested renewal terms, and prior-year underwriting rationale for comparative analysis.
• Conduct preliminary reviews of buyer information within IRP to identify cases requiring updated financial information and update pricing models accordingly.
• Create and manage pre-check Credit Limit Requests (CLRs) for renewal and new business export buyers, ensuring timely follow-up with assigned underwriters.
• Prepare and submit recommended renewal and new business CLRs within IRP, including proposed limit amounts, supporting financial information, effective dates, and internal/external comments for underwriter review and approval.
• Remove obsolete, unapproved, or unnecessary CLRs related to renewal and new business transactions.
• Complete and maintain final Risk-Based Pricing (RBP) documentation based on issued binders.
• Cook and manage the policy issuance process in partnership with the Policy Implementation team.
• Ensure completion of renewal and new business checklists and upload all required documentation to Compass.
• Manage operational and system-related requests, including finance ticket resolution, buyer creation and maintenance, and assignment of buyers to the appropriate Group Hierarchy (GH).
• Process and maintain policy mid-term adjustments within Compass.
• Maintain accurate records and ensure data integrity across all relevant systems and documentation.

Required Qualifications And Skills

• Bachelor's degree in Business, Finance, Insurance, Economics, or a related field preferred.
• 0–2 years of relevant experience in credit insurance, finance, banking, credit management, or a similar environment.
• Strong analytical and research skills.
• High attention to detail and accuracy.
• Excellent organizational and prioritization skills.
• Proficiency in Microsoft Excel and data management systems.
• Strong interpersonal and customer service skills.
• A positive attitude, adaptability, and willingness to learn.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• (Generative) Artificial Intelligence or GenAI or AIData Analysis(Microsoft) CopilotChatGPT Total Compensation Range $75,000 - $90,000 Placement within the range provided above is based on the individual’s relevant experience, skills for the role, and location.

Benefits

• Total Compensation Range: $75,000 - $90,000
• Placement within the range provided above is based on the individual’s relevant experience, skills for the role, and location.
• Benefits: Competitive compensation, annual bonus eligibility and/or commission structure opportunities, 401(k) discretionary match of up to 6%, flexible work schedules, health and wellness benefits, paid time off for vacation, illness, Birthday Day Off and Volunteer Day Off, tuition reimbursement, family care resources, including fertility and adoption benefits.