Position Purpose

Principal Duties & Responsibilities

• Learn the entire underwriting process from start to finish.
  
• Review incoming submissions to determine viability for quoting.
  
• Review application and complete analysis of financial statements to determine submission viability.
  
• Provide new business quotes to brokers, after review with underwriter.
  
• Complete detailed underwriting worksheet to include financial analysis, business review and underwriting opinion
  
• Handle underwriting system entry for submission including rating model, selection of policy form and endorsements
  
• Perform policy review process and approve for policy issuance.
  

• Analyze, evaluate, accept, decline, rate, quote, and bind new or renewal submissions across private, public, and non-profit sectors with management guidance
  

• Build relationships between retail agents and brokers in the territory
  
• Assist with special projects or other duties as needed.
  

Education & Experience

• Requires a bachelor's degree; preferred in insurance, risk management, finance, accounting or business
  
• 0-3 years of related work experience for consideration
  

Knowledge, Skills, & Competencies

• Ability to use analytical methods in underwriting processes to find workable solutions.
  
• Ability to verbally and in writing, communicate findings and recommendations to internal and external contacts on underwriting matters.
  
• Ability to use software to summarize and analyze underwriting accounts.
  
• Ability to build marketing relationships Executive Products Group brokers and agents
  
• Understands, applies, & properly documents nature of operations of the risk for accounts assigned & communicates findings.
  
• Ability to prepare, review, and complete underwriting analysis of accounts. 
  
• Analytical skills and understanding of submission requirements, model entry, and product appetite.
  
• Provide timely, courteous and efficient service all internal and external candidates
  
• Ability to effectively review corporate financial statements
  

• Participates in underwriting related continuing education, i.e. RPLU courses.
  

• Annual bonus plans
  
• Employee stock ownership plan (ESOP)
  
• 401(k) — automatic 3% company contribution
  
• Annual 401k and ESOP profit-sharing contributions (Up to 15% of eligible earnings)
  

• Paid time off (PTO) and holidays
  
• Paid volunteer time off (VTO) to support our communities
  
• Parental and family care leave
  
• Flexible & hybrid work arrangements
  
• Fitness center discounts and free virtual fitness platform
  
• Employee assistance program
  

• Comprehensive medical, dental and vision benefits
  
• Flexible spending and health savings accounts
  
• 2x base salary for group life and AD&D insurance
  
• Voluntary life, critical illness, & accident insurance for purchase
  
• Short-term and long-term disability benefits
  

• Training & certification opportunities
  
• Tuition reimbursement
  
• Education bonuses