Underwriting Assistant

Description

Position Summary:

Manage assigned accounts written within Underwriting & Select Accounts. Assisting with the Underwriting and processing of new and renewal business written within the scope of the Underwriting Department. Job duties include servicing active and expired policy files, and developing and fostering profitable relationships with clients, internal and external, in accordance with established Brown & Riding values, goals, and procedures.

Essential Functions:

• Meet quality measurement goals by delivering high quality service in. Through the submission process, help the Underwriter meet and exceed client expectations by clearly defining and managing client coverage goals, priorities, and overall expectations (utilize Pre-Qualification Checklist on every submission). Assist the Underwriter with policy issuance for all represented carriers, maintain policy register, perform inspection processing, manage certificates of insurance for all carriers, manage bind request (internally and externally), endorsement processing including notice of cancellation, loss runs, claims and audits. Identify and correct inconsistencies or errors in relevant documents and promptly correct/clarify same with the client and/or broker. Assist Underwriter in soliciting timely and substantive responses to submissions and effectively negotiate pricing and terms from referral carrier Underwriters.

• Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Oversee all ongoing file activity including assuring overall quality, timeliness, and accuracy of policies, endorsements, and all other active and dead file correspondence and documentation. Above all, ensure that the policy delivered to client is what was promised by Brown & Riding.

• Develop and maintain strong market and client relationships.

Specific Duties

• Market and Quote accounts as directed by the Underwriter

• Field phone calls and questions on applications

• Handle all mail including, but not limited to endorsements, requests for loss runs, certificates, requests from the company, etc.

• Handle underwriting subjectivities, and direct to the appropriate PA.

• Ensure all renewals are sent out and presented to the retailers as directed by the Underwriter. Suspense appropriate renewal information.

• Update ALIS

• Track monthly numbers

• Work closely with assigned Underwriter in identifying other projects where skills, experience, and knowledge can be utilized.

Position Requirements

Education, Experience and Skills Required:

• Licensed - Fire & Casualty

• 0-2 years insurance experience

• Strong preference for commercial property and casualty & surplus line experience

• Exceptional organization, follow-up, communication, management, leadership and interpersonal skills

• Possess an intuitive and proactive approach to business problems and solutions

• Exhibit good listening skills and a willingness to help and support others

• Advanced skill level in PC software (Word, Excel and other software, as required)

• Ability to be flexible in work schedule as needed

• Utilizes reasoning ability to define problems, collect data, establish facts and draw conclusions

Category Insurance Location Tampa Office About the Organization Brown & Riding is a wholesale insurance brokerage committed to our Mission, Culture, and Values.

Our Mission: To achieve the best results for our clients by setting the standard of excellence for the wholesale insurance brokerage industry, and build a great firm that attracts, develops, inspires, and retains outstanding people.

Our Culture: Makes us unique and a formidable competitor in the marketplace. It allows our clients, markets, and people to build and enjoy an entirely new wholesale experience.

Our Values: Our organizing principles. They ground us and provide guidance in the face of adversity. Brown & Riding stands for: TEAMWORK, QUALITY, and PROFESSIONALISM.

Exempt/Non-Exempt Non-Exempt