Human Services Production Underwriter
Less than 5 years experience • Accounting, Finance & Insurance
Human Services Production Underwriter. Remote - CA, CO, WA, OR, UT, NV
Your territory will be California, Colorado and the northwest.
This A+ insurance carrier client requires a 4-year college degree and at least 2years of production underwriting experience in human services (nonprofit and for-profit social services organizations, child daycare centers, group homes, senior citizen centers, boys & girls clubs, etc.).
The agents you will be working with have expertise in these areas and you should be visiting them at least 2 times/month (so about 30% travel including an occasional overnight).
While not a must, the client would prefer that you live in California or Colorado.
To produce and manage a book of business and a territory of agents, achieving profitable growth.
The essential functions include, but are not limited to the following:
? Manage assigned territory of agencies including regular contact and visits with key territory agents.
? Solicit desirable business from assigned agents.
? Screen new and renewal submissions from agents and obtain missing information.
? Communicate with agents on matters pertaining to new and renewal submissions and service items.
? Determine degree of risk, specifying applicable endorsements and applying pricing to ensure overall profitable risk selection.
? Prepare and present quote proposals to agents / insureds.
? Follow-up on all new and renewal business quotations in order to obtain the order to bind coverage.
? Provide clear instruction and guidance to rating and processing personnel.
? Order & review inspections, motor vehicle reports, or otherreports as needed for underwriting of risks.
? Maintain records and prepare requiredreports on activity and production.
? Maintain and update underwriting files, including documentation of core underwriting thought process.
? Ensure account stewardship, partnering with Claims and Loss Control staff to do so.
? Operate according to underwriting authority as delegated by manager.
? May assist in developing internal procedures and forms.