This position is responsible for the underwriting, rating, binding, and servicing of all accounts as assigned to them in a prompt, courteous, and professional manner. This position handles the most complex and highest value clients, policies and quotes and works with Underwriting Leadership and gives input on Underwriting guidelines. This position works as mentor and assists underwriters with any escalated question, provides the necessary support to the overall production and objectives of the department.
PRIMARY RESPONSIBILITIES:
- Underwrite accounts to ensure compliance with guidelines, consult with leader on any "outside the box" risk for direction
- Quote accounts and present timely proposals to brokers.
- Review bind requests and documents received from borkers and request policies issuance as requested by broker, markets accounts when necessary
- Work with Leadership on any updates or efficiencies to processes that would benefit department
- Process legal notice of non-renewal or cancellations
- Monitor and work to adhere to established due dates or deadlines for quotes, completion of support team tasks
- Maintain up to date on department and carrier's procedures
- Maintain up to date on applicable Underwriting Guidelines, including underwriting and rating changes
- Refer accounts to carriers when appropriate
- Respond to inquiries and communication in a professional and timely manner, maintain positive relationships with external partners
- Document all communication in the Agency Management System
KNOWLEDGE, SKILLS & ABILITIES:
- Knowledge of funding mechanisms: fully insured and self-insured
- Organizational skills and time management
- Mathematic ability
- Effective communications skills both written and verbal for interface with Clients and co-workers
- Ability to work in a team environment
- Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
EDUCATION & EXPERIENCE:
- Education: Bachelor's degree required; Bachelor's degree preferred
- Experience (years and type of experience): 5 years' experience with a carrier required; 5-7 years' experience with a medical carrier preferred
- ASA Designation preferred
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
Open to hybrid candidates local to Dallas, Houston, or remote candidates in the state of Texas.
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