Underwriting Account Representative

Position Responsibilities:

The Underwriting Account Representative (UAR) is an Underwriting Assistant position responsible for supporting the underwriting process for new and/or renewal Chubb Customers for multiple lines of insurance coverages including property, casualty, workers compensation, excess lines and automobile coverages. This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance. The UAR will gather account information and translate data into rating and issuance instructions as well as utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies. In partnership with the Underwriter, the UAR will be accountable for documenting specific risk data that conforms with the corporate audit as well as state market conduct exams.

Job Duties:

• Book assignment will include accounts in CI Middle Market with active partnership with UAR Coach

• Execute duties with direction/guidance of UAA Coach with UW instructions

• Perform selected duties (gather data) to complete Prep of Accounts 90 days in advance of Expiration with engagement /oversight of UAA coach

• Collect Renewal Data per UW direction

• With direct engagement from Underwriter & UAA Coach; Complete Standardized tool to generate quote request

• Follow UW guidance for Pricing instructions

• Respond to CSR questions with engagement from UAA Coach

• With direct engagement from Underwriter & UAA Coach; Complete Standardized tool to initiate Binding/issuance of account

• Respond to CSR questions with engagement from UAA Coach

• With direct engagement from UW/UAA Coach; will handle endorsements that kick out of the Endt. UW desk and will research and resolve Bureau Crits

• Limited broker engagement at the direction of UW with UAA Coach guidance

• Data Gathering Only

• Limited data entry in Risk Report

• Organizes work and performs within time constraints with the guidance of the UAA Coach.

• Follows workflows/guidelines in accordance with NA Ops.

• Collaborates with supervisor to assure timely completion of tasks to meet Operational SLA's

• Entry level knowledge of products/appetite/strategies and systems for Renewals