POSITION SUMMARY

This position plays a critical role to the organization by providing support to the underwriting function through customer service and processing.

PRIMARY JOB DUTIES AND RESPONSIBILITIES

• Assists in general underwriting and customer service activity by obtaining necessary information and data from brokers and IFG sources, as required
• Books and issues new, renewal, and endorsements
• Confirms underwriting terms and conditions and determines appropriate endorsement, terms and conditions for binder/policy with the Underwriter’s approval as defined
• Follows up independently with producer for missing information. Maintains renewal listing
• Leverages SPRQ for lists of upcoming renewals and acts on direction from Underwriting to solicit renewal submission from producer, or as necessary issue various types of Non-Renewal notices
• Issues policies, endorsements or notifications in compliance with respective State regulations and IFG Compliance guidelines
• Achieves or exceeds service standards for endorsement and cancellation requests, while achieving Brokerage Casualty Quality standards
• Responds to internal and external client inquiries in a timely manner
• Reviews Loss information - pursues clarifications to completion as appropriate
• Organizes and maintains policy files in accordance with Brokerage Casualty guidelines
• Reviews files, records and other documents, as needed
• Develops strong working relationships with counterparts at broker offices
• Runs reports as necessary
• Performs research on issues and analyzes data as needed
• Continues to increase underwriting knowledge and skills through formal education
• Performs other duties as assigned

KNOWLEDGE, SKILLS AND ABILITIES

• Basic knowledge of the underwriting process and of casualty coverage and required forms/endorsements a plus
• Strong computer skills (Excel|Word|SharePoint) with demonstrated high accuracy output
• Strong problem solving, reasoning, and decision-making skills
• Excellent interpersonal and written/oral communication skills
• Excellent attention to detai
• Ability to prioritize and manage multiple tasks while meeting established deadline
• Ability to demonstrate planning and organizational skill
• Proven team player and energetic personality

EDUCATION / EXPERIENCE / CERTIFICATIONS

College degree or equivalent work experience in the insurance industry.

PHYSICAL DEMANDS

Physical demands are considered to be that of an office environment, climate controlled, with minimal physical exertion. This position requires prolonged sitting, ability to utilize a computer and interactions with others meetings or via phone.