Purpose

Serves as liaison between the company and the customer/agent. Required to apply technical skills and business knowledge to meet organizational objectives and provide an excellent customer service experience to our agents and customers.

Essential Duties & Responsibilities

• Communicates in a manner that develops and maintains a strong business relationship with external and internal customers
• Adheres to email and chat guidelines and metrics to effectively service our customers. This may include meeting Chat SLA.
• Underwrite new business auto applications and endorsements for eligibility
• Process insured and agent requests via uploaded request within SLA
• Meets QA and processing goals
• Complete assigned policy suspense/tasks and other inventory within SLA
• Process policy rewrites and backdated endorsements
• Run and process MVR, HDR, VIN, and other underwriting reports manually, when applicable.
• Ensure compliance with daily state filing requirements (SR22, SR26)
• Process DMV uploads
• Review and update Renewals, Non-Renew if ineligible
• Document all policy transactions
• Utilize expertise to identify areas to increase efficiency in the UW processes
• Processes Letters of Experience
• Expert knowledge of state products and underwriting guidelines
• Confidently assists other underwriters and customer experience team
• Effectively communicate with agents and insureds through verbal and/or written means
• Complete special projects in a timely manner as instructed by supervisor
• Assists and completes DOI/BBB responses
• Proactively pursue departmental goals and objectives
• Assists in taking agent chats, when necessary.
• Additional duties and responsibilities may apply

Qualifications and Education Requirements

• Minimum 2 years’ experience with Property/Casualty underwriting or similarly related work experience.
• Meticulous attention to detail
• Multitasker, able to switch between tasks quickly and efficiently
• Ability to work independently or on a team
• Ability to be objective and make good decisions based on experience

Preferred Skills

Insurance experience

Bilingual preferred

P&C Producer License a plus

Demonstrates well-developed computer skills (internet, email, word processing, spreadsheets, hardware, typing)

Strong time management and decision-making skills

Passion for achieving team-centered goals and objectives

Ability to meet and manage multiple objectives simultaneously

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice